EA Bridgeway Omni Small-Cap Value ETF
BSVO
72 hedge funds and large institutions have $1.16B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 13 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
3% more capital invested
Capital invested by funds: $1.12B → $1.16B (+$36M)
0.74% less ownership
Funds ownership: 91.5% → 90.76% (-0.74%)
8% less funds holding
Funds holding: 78 → 72 (-6)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$30.8M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$27.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.37M |
| 4 |
SIMC
Squire Investment Management Company
Orem,
Utah
|
+$3.23M |
| 5 |
PCM
Peirce Capital Management
The Woodlands,
Texas
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.6M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$842K |
| 3 |
Jane Street
New York
|
-$648K |
| 4 |
CA
Claris Advisors
St. Louis,
Missouri
|
-$552K |
| 5 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPP
76
Single Point Partners
Boston,
Massachusetts
| – | -$274K | -12,897 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$244K | -11,489 | Closed |
|
78
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$223K | -10,463 | Closed |
|
|
FWI
79
Facet Wealth Inc
Baltimore,
Maryland
| – | -$204K | -9,863 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$205K | -9,649 | Closed |
|
|
AWM
81
AE Wealth Management
Topeka,
Kansas
| – | -$204K | -9,576 | Closed |
|
|
WIA
82
World Investment Advisors
Santa Barbara,
California
| – | -$201K | -9,434 | Closed |
|
83
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$200K | -9,401 | Closed |
|
84
Wells Fargo
San Francisco,
California
| – | -$29.2K | -1,375 | Closed |
|
85
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4.25K | -202 | Closed |
|
BSVO Hedge Fund Activity: Q2 2024 in Review
72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q2 2024, worth a combined $1.16B — up 3.2% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BSVO and 8 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 22 added.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $30.8M. The largest seller was Osaic Holdings, cutting an estimated $1.6M.
- 72 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q2 2024, down from 78 in Q1 2024.
- Funds reported $1.16B of EA Bridgeway Omni Small-Cap Value ETF stock for Q2 2024, up 3.2% quarter-over-quarter.
- 8 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q2 2024 and 13 closed out, a net change of -5 holders.
- The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q2 2024 was Buckingham Strategic Wealth, an estimated $30.8M added.
- The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q2 2024 was Osaic Holdings, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2024.