EA Bridgeway Omni Small-Cap Value ETF
BSVO
62 hedge funds and large institutions have $740M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
17% more funds holding
Funds holding: 53 → 62 (+9)
15% more capital invested
Capital invested by funds: $644M → $740M (+$96.5M)
4.59% more ownership
Funds ownership: 83.86% → 88.46% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$35.8M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
| 4 |
CA
Claris Advisors
St. Louis,
Missouri
|
+$1.83M |
| 5 |
KAM
KEB Asset Management
Springfield,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$7.27M |
| 2 |
KAM
Kraft Asset Management
Nashville,
Tennessee
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$148K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$130K |
BSVO Hedge Fund Activity: Q3 2023 in Review
62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q3 2023, worth a combined $740M — up 15% from $644M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BSVO positions and 3 closed out — a net gain of 10 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $35.8M. The largest seller was LJI Wealth Management, cutting an estimated $7.27M.
- 62 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q3 2023, up from 53 in Q2 2023.
- Funds reported $740M of EA Bridgeway Omni Small-Cap Value ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 13 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q3 2023 and 3 closed out, a net change of +10 holders.
- The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q3 2023 was Focus Partners Advisor Solutions, an estimated $35.8M added.
- The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q3 2023 was LJI Wealth Management, an estimated $7.27M sold.
Based on aggregated 13F filings for Q3 2023.