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EA Bridgeway Omni Small-Cap Value ETF
BSVO

45 hedge funds and large institutions have $237M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.12% more ownership

Funds ownership: 0% → 30.12% (+30%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$79.3M
2
KAM
KEB Asset Management
Illinois
+$30.9M
3
HIGP
Hill Investment Group Partners
Missouri
+$26.4M
4
CA
Claris Advisors
Missouri
+$23.3M
5
FFM
Forum Financial Management
Illinois
+$14.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1
Focus Partners Advisor Solutions
Missouri
$80.5M +$79.3M +4,589,652 New
KAM
2
KEB Asset Management
Illinois
$31.3M +$30.9M +1,787,302 New
HIGP
3
Hill Investment Group Partners
Missouri
$26.8M +$26.4M +1,530,235 New
CA
4
Claris Advisors
Missouri
$23.6M +$23.3M +1,347,895 New
FFM
5
Forum Financial Management
Illinois
$14.6M +$14.3M +830,435 New
GC
6
Gibson Capital
Pennsylvania
$9.32M +$9.19M +531,776 New
EWA
7
EverSource Wealth Advisors
Alabama
$8.66M +$8.53M +494,046 New
LFA
8
Lauterbach Financial Advisors
Texas
$5.64M +$5.56M +321,994 New
DWM
9
Dopkins Wealth Management
New York
$4.75M +$4.68M +270,990 New
KAM
10
Kraft Asset Management
Tennessee
$4.61M +$4.54M +262,881 New
EAM
11
Evanson Asset Management
California
$3.27M +$3.22M +186,370 New
JTWM
12
Jackson Thornton Wealth Management
Alabama
$3.18M +$3.13M +181,416 New
BAM
13
Bayshore Asset Management
Florida
$2.66M +$2.62M +151,801 New
RCM
14
RB Capital Management
Nevada
$1.8M +$1.77M +102,599 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$1.62M +$1.6M +92,427 New
PWM
16
PBMares Wealth Management
Virginia
$1.39M +$1.37M +79,065 New
CPA
17
Capital Performance Advisors
California
$1.18M +$1.16M +67,328 New
WW
18
Waterfront Wealth
Kansas
$968K +$954K +55,203 New
MW
19
Marcum Wealth
Ohio
$902K +$889K +51,460 New
IA
20
IFG Advisors
Missouri
$758K +$747K +43,267 New
KF
21
Krilogy Financial
Missouri
$731K +$720K +41,690 New
BHWM
22
Beaird Harris Wealth Management
Texas
$712K +$701K +40,599 New
NWM
23
Northwest Wealth Management
Iowa
$654K +$645K +37,320 New
SWP
24
Stratos Wealth Partners
Ohio
$649K +$639K +37,001 New
DWA
25
Delap Wealth Advisory
Oregon
$645K +$636K +36,797 New
1
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BSVO Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2023, worth a combined $237M.

Buyers outnumbered sellers: 45 funds opened new BSVO positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $79.3M.

  • 45 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2023, up from 0 in Q4 2022.
  • Funds reported $237M of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2023.
  • 45 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2023 and 0 closed out, a net change of +45 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2023 was Focus Partners Advisor Solutions, an estimated $79.3M added.

Based on aggregated 13F filings for Q1 2023.