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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$136M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$40.2M |
| 3 |
SIMC
Squire Investment Management Company
Orem,
Utah
|
+$4.07M |
| 4 |
PCM
Peirce Capital Management
The Woodlands,
Texas
|
+$1.88M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.6M |
| 2 |
Jane Street
New York
|
-$2.57M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
-$916K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$519K |
| 5 |
BAM
Bayshore Asset Management
Coral Gables,
Florida
|
-$448K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
76
Valued Wealth Advisors
Holladay,
Utah
| $5.87K | +$5.62K | +276 | New |
|
77
CIBC Private Wealth Group
Atlanta,
Georgia
| $4.25K | +$4.12K | +202 | New |
|
|
AWM
78
Abound Wealth Management
Franklin,
Tennessee
| $3.59K | – | – | – |
|
|
SC
79
Savant Capital
Rockford,
Illinois
| – | -$916K | -43,608 | Closed |
|
|
BCM
80
Bridgeway Capital Management
Houston,
Texas
| – | -$519K | -24,689 | Closed |
|
|
AF
81
Advisornet Financial
Minnetonka,
Minnesota
| – | -$286K | -13,587 | Closed |
|
|
MAM
82
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$255K | -12,146 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$74K | -3,530 | Closed |
|
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.