We are live on ! Find out more
BSVO icon

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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

21% more funds holding

Funds holding: 7793 (+16)

13% more capital invested

Capital invested by funds: $1.29B → $1.46B (+$169M)

8.38% more ownership

Funds ownership: 89.2%97.57% (+8.4%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
20
Increased
26
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
51
Beaird Harris Wealth Management
Texas
$879K
Mariner
52
Mariner
Kansas
$811K -$14.4K -640 -2%
FT
53
Fiduciary Trust
Massachusetts
$783K -$57.8K -2,572 -7%
HighTower Advisors
54
HighTower Advisors
Illinois
$713K +$93.1K +4,139 +14%
Creative Planning
55
Creative Planning
Kansas
$702K +$517 +23 +0.1%
LWM
56
LJI Wealth Management
Indiana
$627K -$1.06K -47 -0.2%
SWA
57
Sax Wealth Advisors
New Jersey
$578K -$40.4K -1,796 -6%
CCFM
58
Clear Creek Financial Management
Washington
$548K -$2.74K -122 -0.5%
VWA
59
Visionary Wealth Advisors
Illinois
$536K -$45.7K -2,031 -8%
SWP
60
Stratos Wealth Partners
Ohio
$468K -$74.8K -3,325 -13%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$449K
NA
62
NewEdge Advisors
Louisiana
$408K -$68.8K -3,061 -14%
TIAM2
63
Tru Independence Asset Management 2
Oregon
$402K -$2.14K -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 -$166K -7,394 -35%
Morgan Stanley
69
Morgan Stanley
New York
$293K -$495 -22 -0.2%
MML Investors Services
70
MML Investors Services
Massachusetts
$289K +$4.79K +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

BSVO Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2024, worth a combined $1.46B — up 13% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSVO positions and 4 closed out — a net gain of 16 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $64.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.32M.

  • 93 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $1.46B of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 20 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $64.1M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2024.