We are live on ! Find out more
BSVO icon

EA Bridgeway Omni Small-Cap Value ETF

94 hedge funds and large institutions have $1.3B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 9394 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.7% less ownership

Funds ownership: 97.57%94.88% (-2.7%)

11% less capital invested

Capital invested by funds: $1.46B → $1.3B (-$159M)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
7
Increased
28
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
76
Cardinal Point Capital Management
Ontario, Canada
$222K +$239K +11,397 New
CAG
77
Crestwood Advisors Group
Massachusetts
$215K
AC
78
Apella Capital
Connecticut
$184K
AWM
79
AE Wealth Management
Kansas
$182K
BGWM
80
Bridge Generations Wealth Management
Florida
$143K -$28.3K -1,348 -15%
TIM
81
Thompson Investment Management
Wisconsin
$140K
CCM
82
Coldstream Capital Management
Washington
$121K +$131K +6,226 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$119K -$165K -7,870 -56%
SL
84
Salomon & Ludwin
Virginia
$109K +$118K +5,603 New
YAL
85
Your Advocates Ltd
Texas
$80.9K +$87.4K +4,163 New
NWM
86
Nova Wealth Management
Florida
$77.5K -$2.35K -112 -3%
Osaic Holdings
87
Osaic Holdings
Arizona
$39K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$36.5K -$21 -1 -0.1%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$35.2K -$188K -8,969 -83%
UBS Group
90
UBS Group
Switzerland
$26.8K
CTC
91
Central Trust Company
Missouri
$24.7K
CPG
92
Cornerstone Planning Group
New Jersey
$9.61K +$11.2K +532 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$7K -$75.9K -3,617 -91%
AWM
94
Abound Wealth Management
Tennessee
$3.29K
PAS
95
Park Avenue Securities
New York
-$2.46M -113,633 Closed
CCFM
96
Clear Creek Financial Management
Washington
-$548K -25,314 Closed
ASN
97
Advisory Services Network
Georgia
-$202K -9,348 Closed
KIM
98
Kestra Investment Management
Texas
-$75.1K -3,470 Closed
RF
99
Roxbury Financial
New Jersey
-$16K -677 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
-$13.1K -593 Closed

BSVO Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2025, worth a combined $1.3B — down 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSVO positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $14.4M. The largest seller was Hill Investment Group Partners, cutting an estimated $24M.

  • 94 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2025, up from 93 in Q4 2024.
  • Funds reported $1.3B of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Advisor Solutions, an estimated $14.4M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q1 2025 was Hill Investment Group Partners, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2025.