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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

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.

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

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$80.5M
2
KAM
2
KEB Asset Management
Illinois
$31.3M
3
HIGP
3
Hill Investment Group Partners
Missouri
$26.8M
4
CA
4
Claris Advisors
Missouri
$23.6M
5
FFM
5
Forum Financial Management
Illinois
$14.6M

Top Sellers

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