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EA Bridgeway Omni Small-Cap Value ETF
BSVO

78 hedge funds and large institutions have $1.12B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $919M → $1.12B (+$201M)

18% more funds holding

Funds holding: 66 → 78 (+12)

8.41% more ownership

Funds ownership: 83.09% → 91.5% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$136M
2
BSW
Buckingham Strategic Wealth
Missouri
+$40.2M
3
SIMC
Squire Investment Management Company
Utah
+$4.07M
4
PCM
Peirce Capital Management
Texas
+$1.88M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.6M
2
Jane Street
Jane Street
New York
-$2.57M
3
SC
Savant Capital
Illinois
-$916K
4
BCM
Bridgeway Capital Management
Texas
-$519K
5
BAM
Bayshore Asset Management
Florida
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$334K – – –
CA
52
Cetera Advisors
Colorado
$334K +$320K +15,726 New
OIA
53
OneDigital Investment Advisors
Kansas
$332K – – –
GS
54
GTS Securities
New York
$325K +$311K +15,274 New
DFC
55
DBK Financial Counsel
Ohio
$323K +$309K +15,175 New
BCWM
56
Bartlett & Co Wealth Management
Ohio
$307K – – –
KAS
57
Kestra Advisory Services
Texas
$300K – – –
Morgan Stanley
58
Morgan Stanley
New York
$289K -$329K -16,144 -54%
SPP
59
Single Point Partners
Massachusetts
$274K -$117K -5,750 -31%
PL
60
Plancorp LLC
Missouri
$272K – – –
PAG
61
Private Advisor Group
New Jersey
$268K – – –
Citadel Advisors
62
Citadel Advisors
Florida
$244K +$234K +11,489 New
CAG
63
Crestwood Advisors Group
Massachusetts
$235K – – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$223K +$213K +10,463 New
AC
65
Apella Capital
Connecticut
$211K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$210K – – –
ASN
67
Advisory Services Network
Georgia
$205K +$197K +9,649 New
FWI
68
Facet Wealth Inc
Maryland
$204K +$201K +9,863 New
AWM
69
AE Wealth Management
Kansas
$204K +$195K +9,576 New
WIA
70
World Investment Advisors
California
$201K +$192K +9,434 New
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$200K +$192K +9,401 New
TIM
72
Thompson Investment Management
Wisconsin
$153K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$39.9K – – –
Wells Fargo
74
Wells Fargo
California
$29.2K +$28K +1,375 New
Bank of America
75
Bank of America
North Carolina
$14.9K +$14.3K +700 New
1 2
3
4

BSVO Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2024, worth a combined $1.12B — up 22% from $919M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSVO positions and 5 closed out — a net gain of 13 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $136M. The largest seller was Osaic Holdings, cutting an estimated $2.6M.

  • 78 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $1.12B of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 18 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2024 and 5 closed out, a net change of +13 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $136M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q1 2024 was Osaic Holdings, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2024.