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EA Bridgeway Omni Small-Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
12
Increased
26
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$540M +$60.6M +2,885,893 +13%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$115M -$40.1M -1,907,754 -26%
KAM
3
KEB Asset Management
Illinois
$39.5M +$601K +28,599 +2%
CA
4
Claris Advisors
Missouri
$30.5M -$56.6K -2,694 -0.2%
HIGP
5
Hill Investment Group Partners
Missouri
$30.1M -$966K -45,991 -3%
PCM
6
Peirce Capital Management
Texas
$28.3M +$28.3M +1,345,197 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.3M +$593K +28,208 +3%
FFM
8
Forum Financial Management
Illinois
$15.9M -$383K -18,239 -2%
EWA
9
EverSource Wealth Advisors
Alabama
$11.7M +$184K +8,767 +2%
GC
10
Gibson Capital
Pennsylvania
$11.6M +$292K +13,904 +3%
SIMC
11
Squire Investment Management Company
Utah
$9.57M +$9.57M +455,276 New
LFA
12
Lauterbach Financial Advisors
Texas
$6.99M +$316K +15,041 +5%
KAM
13
Kraft Asset Management
Tennessee
$5.77M +$561K +26,703 +11%
DWM
14
Dopkins Wealth Management
New York
$5.76M -$1.03M -49,086 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.34M +$3.23M +153,832 +293%
EAM
16
Evanson Asset Management
California
$3.92M
JTWM
17
Jackson Thornton Wealth Management
Alabama
$3.78M +$3.47K +165 +0.1%
Jane Street
18
Jane Street
New York
$3.29M +$3.29M +156,683 New
BAM
19
Bayshore Asset Management
Florida
$3.21M +$29.2K +1,388 +0.9%
MGIA
20
Moneta Group Investment Advisors
Missouri
$2.33M +$1.13M +53,578 +94%
RCM
21
RB Capital Management
Nevada
$2.27M -$2.84K -135 -0.1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.06M +$1.9M +90,597 +1,226%
PWM
23
PBMares Wealth Management
Virginia
$1.59M +$1.49K +71 +0.1%
CPA
24
Capital Performance Advisors
California
$1.52M +$22.9K +1,090 +2%
WW
25
Waterfront Wealth
Kansas
$1.16M