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EA Bridgeway Omni Small-Cap Value ETF

95 hedge funds and large institutions have $1.38B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$83.3M)

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less ownership

Funds ownership: 94.88%92.88% (-2%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.25%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
9
Increased
30
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
51
Beaird Harris Wealth Management
Texas
$827K
Mariner
52
Mariner
Kansas
$763K
Creative Planning
53
Creative Planning
Kansas
$661K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$588K +$545K +28,509 +8,435%
FT
55
Fiduciary Trust
Massachusetts
$575K -$88K -4,608 -14%
JP Morgan Chase
56
JP Morgan Chase
New York
$574K -$9.65K -505 -2%
LWM
57
LJI Wealth Management
Indiana
$560K -$21.8K -1,143 -4%
SWA
58
Sax Wealth Advisors
New Jersey
$544K
VWA
59
Visionary Wealth Advisors
Illinois
$495K -$9.59K -502 -2%
RLWM
60
RF&L Wealth Management
Massachusetts
$481K +$451K +23,586 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$445K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$423K -$65.5K -3,428 -14%
NA
63
NewEdge Advisors
Louisiana
$419K
HighTower Advisors
64
HighTower Advisors
Illinois
$398K -$228K -11,940 -38%
TIAM2
65
Tru Independence Asset Management 2
Oregon
$378K
CCWM
66
Cassaday & Co Wealth Management
Virginia
$355K
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$344K
DFC
68
DBK Financial Counsel
Ohio
$309K
SWP
69
Stratos Wealth Partners
Ohio
$309K -$70.7K -3,702 -20%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$295K
MML Investors Services
71
MML Investors Services
Massachusetts
$293K +$19.9K +1,040 +8%
Morgan Stanley
72
Morgan Stanley
New York
$275K
Raymond James Financial
73
Raymond James Financial
Florida
$263K +$247K +12,906 New
ACM
74
Andina Capital Management
Utah
$258K
PL
75
Plancorp LLC
Missouri
$256K -$4.6K -241 -2%

BSVO Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q2 2025, worth a combined $1.38B — up 6.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSVO positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $8.47M. The largest seller was Claris Advisors, cutting an estimated $10.8M.

  • 95 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.38B of EA Bridgeway Omni Small-Cap Value ETF stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 9 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $8.47M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q2 2025 was Claris Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.