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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.11%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
10
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$665M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$312M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$3.43M
4
KAM
4
KEB Asset Management
Illinois
$44.8M
5
SIMC
5
Squire Investment Management Company
Utah
$19.8M

Top Sellers

1
DWM
1
Dopkins Wealth Management
New York
$3.59M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$6.86M
3
LFA
3
Lauterbach Financial Advisors
Texas
$7.69M
4
DWA
4
Delap Wealth Advisory
Oregon
$2.85M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
76
Central Trust Company
Missouri
$29.5K +$29.5K +1,337 New
AWM
77
Abound Wealth Management
Tennessee
$3.73K – – –
KAS
78
Kestra Advisory Services
Texas
– -$331K -16,263 Closed
Bank of America
79
Bank of America
North Carolina
– -$26.6K -1,304 Closed
RIL
80
Rothschild Investment LLC
Illinois
– -$17.3K -849 Closed
VWA
81
Valued Wealth Advisors
Utah
– -$5.62K -276 Closed
1 2 3
4