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EA Bridgeway Omni Small-Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

21% more funds holding

Funds holding: 7793 (+16)

13% more capital invested

Capital invested by funds: $1.29B → $1.46B (+$169M)

8.38% more ownership

Funds ownership: 89.2%97.57% (+8.4%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.22%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
20
Increased
26
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$677M +$26.5M +1,178,624 +4%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$368M +$64.1M +2,852,350 +20%
KAM
3
KEB Asset Management
Illinois
$44.6M +$699K +31,084 +2%
CA
4
Claris Advisors
Missouri
$37.7M +$5.18M +230,285 +15%
PCM
5
Peirce Capital Management
Texas
$34.6M +$858K +38,148 +2%
HIGP
6
Hill Investment Group Partners
Missouri
$30M -$550K -24,447 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.5M +$1.32M +58,490 +6%
SIMC
8
Squire Investment Management Company
Utah
$22.3M +$3.06M +136,094 +15%
KRW
9
Kaufman Rossin Wealth
Florida
$21.7M +$22.5M +1,000,224 New
FFM
10
Forum Financial Management
Illinois
$14.4M -$1.41M -62,612 -9%
EWA
11
EverSource Wealth Advisors
Alabama
$12.5M +$301K +13,388 +2%
BFA
12
Benningfield Financial Advisors
California
$12.3M +$12.8M +568,274 New
CWMA
13
Capstone Wealth Management (Alabama)
Alabama
$12M +$12.5M +553,964 New
GC
14
Gibson Capital
Pennsylvania
$11.6M -$194K -8,639 -2%
AF
15
Allworth Financial
California
$10.3M +$10.4M +464,665 New
FF
16
Friday Financial
Iowa
$7.9M +$8.21M +364,986 New
LFA
17
Lauterbach Financial Advisors
Texas
$7.49M -$49.6K -2,204 -0.6%
DWM
18
Dopkins Wealth Management
New York
$7.18M +$3.79M +168,730 +104%
KAM
19
Kraft Asset Management
Tennessee
$7.04M +$149K +6,626 +2%
JWM
20
JDH Wealth Management
California
$6.58M +$6.84M +304,082 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.85M +$1.55M +68,720 +44%
HWA
22
HMV Wealth Advisors
Louisiana
$4.48M +$4.66M +207,049 New
PAG
23
Poinciana Advisors Group
Florida
$4.21M +$4.37M +194,414 New
EAM
24
Evanson Asset Management
California
$4.03M
Two Sigma Investments
25
Two Sigma Investments
New York
$3.73M +$2.65M +117,900 +217%

BSVO Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q4 2024, worth a combined $1.46B — up 13% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSVO positions and 4 closed out — a net gain of 16 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $64.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.32M.

  • 93 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $1.46B of EA Bridgeway Omni Small-Cap Value ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 20 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $64.1M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2024.