BSVO icon

EA Bridgeway Omni Small-Cap Value ETF

53 hedge funds and large institutions have $644M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
9
Increased
11
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$384M +$384M +21,519,408 New
FPAS
2
Focus Partners Advisor Solutions
Missouri
$97.1M +$15.2M +855,167 +19%
KAM
3
KEB Asset Management
Illinois
$31.8M -$45.4K -2,545 -0.1%
HIGP
4
Hill Investment Group Partners
Missouri
$26.4M -$920K -51,573 -3%
CA
5
Claris Advisors
Missouri
$24.2M +$150K +8,432 +0.6%
FFM
6
Forum Financial Management
Illinois
$14M -$828K -46,423 -6%
EWA
7
EverSource Wealth Advisors
Alabama
$9.58M +$773K +43,351 +9%
GC
8
Gibson Capital
Pennsylvania
$9.55M +$65.1K +3,650 +0.7%
LFA
9
Lauterbach Financial Advisors
Texas
$5.71M -$35.2K -1,976 -0.6%
KAM
10
Kraft Asset Management
Tennessee
$5.55M +$867K +48,653 +19%
DWM
11
Dopkins Wealth Management
New York
$4.88M +$49.2K +2,761 +1%
EAM
12
Evanson Asset Management
California
$3.32M
JTWM
13
Jackson Thornton Wealth Management
Alabama
$3.23M
BAM
14
Bayshore Asset Management
Florida
$2.86M
RCM
15
RB Capital Management
Nevada
$1.82M -$4.65K -261 -0.3%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$1.65M
PWM
17
PBMares Wealth Management
Virginia
$1.39M -$16.2K -908 -1%
CPA
18
Capital Performance Advisors
California
$1.28M +$79.7K +4,470 +7%
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.06M +$482K +27,056 +83%
WW
20
Waterfront Wealth
Kansas
$1.06M
MW
21
Marcum Wealth
Ohio
$918K
BP
22
Ballentine Partners
Massachusetts
$901K +$901K +50,537 New
IA
23
IFG Advisors
Missouri
$763K -$8.45K -474 -1%
KF
24
Krilogy Financial
Missouri
$743K
FT
25
Fiduciary Trust
Massachusetts
$729K +$729K +40,878 New