EA Bridgeway Omni Small-Cap Value ETF
BSVO
77 hedge funds and large institutions have $1.29B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $1.16B → $1.29B (+$131M)
7% more funds holding
Funds holding: 72 → 77 (+5)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1.56% less ownership
Funds ownership: 90.76% → 89.2% (-1.6%)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$647M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$14.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2M |
| 4 |
KAM
KEB Asset Management
Springfield,
Illinois
|
+$1.92M |
| 5 |
SIMC
Squire Investment Management Company
Orem,
Utah
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
-$3.13M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.06M |
| 3 |
LFA
Lauterbach Financial Advisors
El Paso,
Texas
|
-$686K |
| 4 |
DWA
Delap Wealth Advisory
Lake Oswego,
Oregon
|
-$573K |
| 5 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
76
Central Trust Company
Jefferson City,
Missouri
| $29.5K | +$28.7K | +1,337 | New |
|
|
AWM
77
Abound Wealth Management
Franklin,
Tennessee
| $3.73K | – | – | – |
|
|
KAS
78
Kestra Advisory Services
Austin,
Texas
| – | -$331K | -16,263 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$26.6K | -1,304 | Closed |
|
|
RIL
80
Rothschild Investment LLC
Chicago,
Illinois
| – | -$17.3K | -849 | Closed |
|
|
VWA
81
Valued Wealth Advisors
Holladay,
Utah
| – | -$5.62K | -276 | Closed |
|
BSVO Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q3 2024, worth a combined $1.29B — up 11% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSVO positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $647M. The largest seller was Dopkins Wealth Management, cutting an estimated $3.13M.
- 77 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q3 2024, up from 72 in Q2 2024.
- Funds reported $1.29B of EA Bridgeway Omni Small-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 10 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q3 2024 and 4 closed out, a net change of +6 holders.
- The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $647M added.
- The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q3 2024 was Dopkins Wealth Management, an estimated $3.13M sold.
Based on aggregated 13F filings for Q3 2024.