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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

77 hedge funds and large institutions have $1.29B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.11%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
10
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$665M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$312M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$3.43M
4
KAM
4
KEB Asset Management
Illinois
$44.8M
5
SIMC
5
Squire Investment Management Company
Utah
$19.8M

Top Sellers

1
DWM
1
Dopkins Wealth Management
New York
$3.59M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$6.86M
3
LFA
3
Lauterbach Financial Advisors
Texas
$7.69M
4
DWA
4
Delap Wealth Advisory
Oregon
$2.85M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$665M 30,106,232 +30,106,232 New
FPAS
2
Focus Partners Advisor Solutions
Missouri
$312M 14,145,503 +656,128 +5%
KAM
3
KEB Asset Management
Illinois
$44.8M 2,030,249 +89,435 +5%
PCM
4
Peirce Capital Management
Texas
$34.5M 1,559,664 -5,404 -0.3%
CA
5
Claris Advisors
Missouri
$33.4M 1,511,527 +73,412 +5%
HIGP
6
Hill Investment Group Partners
Missouri
$28.6M 1,410,683 – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.6M 1,024,890 +48,025 +5%
SIMC
8
Squire Investment Management Company
Utah
$19.8M 895,211 +82,434 +10%
FFM
9
Forum Financial Management
Illinois
$16.1M 727,761 -9,733 -1%
EWA
10
EverSource Wealth Advisors
Alabama
$12.5M 564,255 +1,433 +0.3%
GC
11
Gibson Capital
Pennsylvania
$12.1M 546,499 +9,479 +2%
LFA
12
Lauterbach Financial Advisors
Texas
$7.69M 348,094 -31,904 -8%
KAM
13
Kraft Asset Management
Tennessee
$6.91M 312,778 -2,709 -0.9%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$6.86M 310,664 -49,223 -14%
EAM
15
Evanson Asset Management
California
$4.12M 186,370 – –
DWM
16
Dopkins Wealth Management
New York
$3.59M 162,696 -145,535 -47%
JTWM
17
Jackson Thornton Wealth Management
Alabama
$3.48M 157,340 -22,367 -12%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.43M 155,329 +92,833 +149%
NWM
19
Northwest Wealth Management
Iowa
$2.95M 133,454 +29,487 +28%
RCM
20
RB Capital Management
Nevada
$2.92M 132,230 +19,681 +17%
BAM
21
Bayshore Asset Management
Florida
$2.86M 129,515 -861 -0.7%
DWA
22
Delap Wealth Advisory
Oregon
$2.85M 128,912 -26,640 -17%
IA
23
IFG Advisors
Missouri
$2.55M 115,544 -1,594 -1%
MGIA
24
Moneta Group Investment Advisors
Missouri
$2.39M 108,198 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.13M 96,544 – –
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