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EA Bridgeway Omni Small-Cap Value ETF
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Overview Fund Activity

93 hedge funds and large institutions have $1.46B invested in EA Bridgeway Omni Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.24%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
20
Increased
26
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$368M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$677M
3
AF
3
Allworth Financial
California
$10.3M
4
CA
4
Claris Advisors
Missouri
$37.7M
5
DWM
5
Dopkins Wealth Management
New York
$7.18M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.57M
2
FFM
2
Forum Financial Management
Illinois
$14.4M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
HIGP
5
Hill Investment Group Partners
Missouri
$30M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$677M 31,284,856 +1,178,624 +4%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$368M 16,997,853 +2,852,350 +20%
KAM
3
KEB Asset Management
Illinois
$44.6M 2,061,333 +31,084 +2%
CA
4
Claris Advisors
Missouri
$37.7M 1,741,812 +230,285 +15%
PCM
5
Peirce Capital Management
Texas
$34.6M 1,597,812 +38,148 +2%
HIGP
6
Hill Investment Group Partners
Missouri
$30M 1,386,236 -24,447 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.5M 1,083,380 +58,490 +6%
SIMC
8
Squire Investment Management Company
Utah
$22.3M 1,031,305 +136,094 +15%
KRW
9
Kaufman Rossin Wealth
Florida
$21.7M 1,000,224 +1,000,224 New
FFM
10
Forum Financial Management
Illinois
$14.4M 665,149 -62,612 -9%
EWA
11
EverSource Wealth Advisors
Alabama
$12.5M 577,643 +13,388 +2%
BFA
12
Benningfield Financial Advisors
California
$12.3M 568,274 +568,274 New
CWMA
13
Capstone Wealth Management (Alabama)
Alabama
$12M 553,964 +553,964 New
GC
14
Gibson Capital
Pennsylvania
$11.6M 537,860 -8,639 -2%
AF
15
Allworth Financial
California
$10.3M 464,665 +464,665 New
FF
16
Friday Financial
Iowa
$7.9M 364,986 +364,986 New
LFA
17
Lauterbach Financial Advisors
Texas
$7.49M 345,890 -2,204 -0.6%
DWM
18
Dopkins Wealth Management
New York
$7.18M 331,426 +168,730 +104%
KAM
19
Kraft Asset Management
Tennessee
$7.04M 319,404 +6,626 +2%
JWM
20
JDH Wealth Management
California
$6.58M 304,082 +304,082 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.85M 224,049 +68,720 +44%
HWA
22
HMV Wealth Advisors
Louisiana
$4.48M 207,049 +207,049 New
PAG
23
Poinciana Advisors Group
Florida
$4.21M 194,414 +194,414 New
EAM
24
Evanson Asset Management
California
$4.03M 186,370 – –
Two Sigma Investments
25
Two Sigma Investments
New York
$3.73M 172,200 +117,900 +217%
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