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EA Bridgeway Omni Small-Cap Value ETF

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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

21% more funds holding

Funds holding: 7793 (+16)

13% more capital invested

Capital invested by funds: $1.29B → $1.46B (+$169M)

8.38% more ownership

Funds ownership: 89.2%97.57% (+8.4%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
20
Increased
26
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$233K +$242K +10,778 New
AC
77
Apella Capital
Connecticut
$219K
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$209K -$343K -15,255 -61%
AWM
79
AE Wealth Management
Kansas
$203K -$4.79K -213 -2%
ASN
80
Advisory Services Network
Georgia
$202K +$210K +9,348 New
BGWM
81
Bridge Generations Wealth Management
Florida
$189K +$196K +8,723 New
TIM
82
Thompson Investment Management
Wisconsin
$156K
Wells Fargo
83
Wells Fargo
California
$109K +$113K +5,039 New
NWM
84
Nova Wealth Management
Florida
$88.7K +$92.1K +4,098 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$86K -$229K -10,185 -72%
KIM
86
Kestra Investment Management
Texas
$75.1K +$78K +3,470 New
Osaic Holdings
87
Osaic Holdings
Arizona
$43.4K -$2.41K -107 -5%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$40.7K +$22 +1 +0.1%
UBS Group
89
UBS Group
Switzerland
$29.8K +$31K +1,378 New
CTC
90
Central Trust Company
Missouri
$27.5K -$1.53K -68 -5%
RF
91
Roxbury Financial
New Jersey
$16K +$15.2K +677 New
CFGS
92
Concourse Financial Group Securities
Alabama
$13.1K -$194K -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

BSVO Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2024, worth a combined $1.46B — up 13% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSVO positions and 4 closed out — a net gain of 16 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $64.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.32M.

  • 93 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $1.46B of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 20 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $64.1M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2024.