EA Bridgeway Omni Small-Cap Value ETF
BSVO
66 hedge funds and large institutions have $919M invested in EA Bridgeway Omni Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
24% more capital invested
Capital invested by funds: $740M → $919M (+$179M)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
6% more funds holding
Funds holding: 62 → 66 (+4)
5.39% less ownership
Funds ownership: 88.46% → 83.07% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$54.3M |
| 2 |
Jane Street
New York
|
+$2.95M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.89M |
| 4 |
JP Morgan Chase
New York
|
+$1.7M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$35.9M |
| 2 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
-$924K |
| 3 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$865K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$413K |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$343K |
BSVO Hedge Fund Activity: Q4 2023 in Review
66 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2023, worth a combined $919M — up 24% from $740M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BSVO positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $54.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $35.9M.
- 66 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $919M of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 12 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2023 and 4 closed out, a net change of +8 holders.
- The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $54.3M added.
- The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2023 was Focus Partners Advisor Solutions, an estimated $35.9M sold.
Based on aggregated 13F filings for Q4 2023.