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EA Bridgeway Omni Small-Cap Value ETF

93 hedge funds and large institutions have $1.46B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
20
Increased
26
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
51
Beaird Harris Wealth Management
Texas
$879K
Mariner
52
Mariner
Kansas
$811K -$13.9K -640 -2%
FT
53
Fiduciary Trust
Massachusetts
$783K -$55.7K -2,572 -7%
HighTower Advisors
54
HighTower Advisors
Illinois
$713K +$89.6K +4,139 +14%
Creative Planning
55
Creative Planning
Kansas
$702K +$498 +23 +0.1%
LWM
56
LJI Wealth Management
Indiana
$627K -$1.02K -47 -0.2%
SWA
57
Sax Wealth Advisors
New Jersey
$578K -$38.9K -1,796 -6%
CCFM
58
Clear Creek Financial Management
Washington
$548K -$2.64K -122 -0.5%
VWA
59
Visionary Wealth Advisors
Illinois
$536K -$44K -2,031 -8%
SWP
60
Stratos Wealth Partners
Ohio
$468K -$72K -3,325 -13%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$449K
NA
62
NewEdge Advisors
Louisiana
$408K -$66.3K -3,061 -14%
TIAM2
63
Tru Independence Asset Management 2
Oregon
$402K -$2.06K -95 -0.5%
CCWM
64
Cassaday & Co Wealth Management
Virginia
$377K
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$366K
DFC
66
DBK Financial Counsel
Ohio
$329K
BCWM
67
Bartlett & Co Wealth Management
Ohio
$313K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$303K -$160K -7,394 -35%
Morgan Stanley
69
Morgan Stanley
New York
$293K -$476 -22 -0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$289K +$4.62K +213 +2%
PL
71
Plancorp LLC
Missouri
$277K
ACM
72
Andina Capital Management
Utah
$274K
PAG
73
Private Advisor Group
New Jersey
$271K
BP
74
BWM Planning
Texas
$264K
CAG
75
Crestwood Advisors Group
Massachusetts
$240K