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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

93 hedge funds and large institutions have $1.46B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
20
Increased
26
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$368M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$677M
3
AF
3
Allworth Financial
California
$10.3M
4
CA
4
Claris Advisors
Missouri
$37.7M
5
DWM
5
Dopkins Wealth Management
New York
$7.18M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.57M
2
FFM
2
Forum Financial Management
Illinois
$14.4M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
HIGP
5
Hill Investment Group Partners
Missouri
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$233K +$233K +10,778 New
AC
77
Apella Capital
Connecticut
$219K – – –
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$209K -$330K -15,255 -61%
AWM
79
AE Wealth Management
Kansas
$203K -$4.61K -213 -2%
ASN
80
Advisory Services Network
Georgia
$202K +$202K +9,348 New
BGWM
81
Bridge Generations Wealth Management
Florida
$189K +$189K +8,723 New
TIM
82
Thompson Investment Management
Wisconsin
$156K – – –
Wells Fargo
83
Wells Fargo
California
$109K +$109K +5,039 New
NWM
84
Nova Wealth Management
Florida
$88.7K +$88.7K +4,098 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$86K -$221K -10,185 -72%
KIM
86
Kestra Investment Management
Texas
$75.1K +$75.1K +3,470 New
Osaic Holdings
87
Osaic Holdings
Arizona
$43.4K -$2.32K -107 -5%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$40.7K +$22 +1 +0.1%
UBS Group
89
UBS Group
Switzerland
$29.8K +$29.8K +1,378 New
CTC
90
Central Trust Company
Missouri
$27.5K -$1.47K -68 -5%
RF
91
Roxbury Financial
New Jersey
$16K +$16K +677 New
CFGS
92
Concourse Financial Group Securities
Alabama
$13.1K -$191K -8,626 -94%
AWM
93
Abound Wealth Management
Tennessee
$3.66K – – –
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
– -$675K -30,556 Closed
Jane Street
95
Jane Street
New York
– -$666K -30,129 Closed
OIA
96
OneDigital Investment Advisors
Kansas
– -$345K -15,619 Closed
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
– -$214K -9,671 Closed
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