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EA Bridgeway Omni Small-Cap Value ETF
BSVO

Overview Fund Activity

78 hedge funds and large institutions have $1.12B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
21
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$258M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$588M
3
SIMC
3
Squire Investment Management Company
Utah
$13.9M
4
PCM
4
Peirce Capital Management
Texas
$30.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.67M
2
Jane Street
2
Jane Street
New York
$648K
3
SC
3
Savant Capital
Illinois
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
BAM
5
Bayshore Asset Management
Florida
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$588M 27,659,250 +1,971,770 +8%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$258M 12,140,705 +6,689,866 +123%
KAM
3
KEB Asset Management
Illinois
$40.5M 1,902,532 +22,761 +1%
CA
4
Claris Advisors
Missouri
$31.2M 1,465,081 +13,702 +0.9%
PCM
5
Peirce Capital Management
Texas
$30.6M 1,437,306 +92,109 +7%
HIGP
6
Hill Investment Group Partners
Missouri
$30.4M 1,427,306 -4,015 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.9M 982,402 +61,677 +7%
FFM
8
Forum Financial Management
Illinois
$15.9M 746,575 -11,274 -1%
SIMC
9
Squire Investment Management Company
Utah
$13.9M 655,012 +199,736 +44%
GC
10
Gibson Capital
Pennsylvania
$11.6M 544,432 -8,074 -1%
EWA
11
EverSource Wealth Advisors
Alabama
$11.4M 569,963 +14,791 +3%
LFA
12
Lauterbach Financial Advisors
Texas
$7.29M 342,828 +10,050 +3%
DWM
13
Dopkins Wealth Management
New York
$7.05M 331,428 +57,432 +21%
KAM
14
Kraft Asset Management
Tennessee
$5.83M 274,229 -384 -0.1%
EAM
15
Evanson Asset Management
California
$3.96M 186,370 – –
JTWM
16
Jackson Thornton Wealth Management
Alabama
$3.86M 181,448 +1,810 +1%
BAM
17
Bayshore Asset Management
Florida
$2.78M 130,526 -21,999 -14%
MGIA
18
Moneta Group Investment Advisors
Missouri
$2.35M 110,645 – –
RCM
19
RB Capital Management
Nevada
$2.35M 110,273 +2,142 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.05M 96,544 -1,440 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.67M 78,677 -127,681 -62%
PWM
22
PBMares Wealth Management
Virginia
$1.61M 75,815 – –
DWA
23
Delap Wealth Advisory
Oregon
$1.54M 72,528 +34,910 +93%
CPA
24
Capital Performance Advisors
California
$1.54M 72,476 +97 +0.1%
PAS
25
Park Avenue Securities
New York
$1.29M 60,769 +60,769 New
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