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EA Bridgeway Omni Small-Cap Value ETF

94 hedge funds and large institutions have $1.3B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 9394 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

2.7% less ownership

Funds ownership: 97.57%94.88% (-2.7%)

11% less capital invested

Capital invested by funds: $1.46B → $1.3B (-$159M)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
7
Increased
28
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$599M -$9.81M -467,383 -1%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$344M +$14.4M +683,935 +4%
KAM
3
KEB Asset Management
Illinois
$36.1M -$4.24M -202,062 -10%
CA
4
Claris Advisors
Missouri
$34.1M +$223K +10,615 +0.6%
PCM
5
Peirce Capital Management
Texas
$33.1M +$2.2M +105,031 +7%
SIMC
6
Squire Investment Management Company
Utah
$22M +$2.11M +100,592 +10%
KRW
7
Kaufman Rossin Wealth
Florida
$19.4M -$10.9K -519 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19M -$2.2M -104,656 -10%
FFM
9
Forum Financial Management
Illinois
$13M +$103K +4,898 +0.7%
EWA
10
EverSource Wealth Advisors
Alabama
$11.6M +$451K +21,476 +4%
GC
11
Gibson Capital
Pennsylvania
$11.2M +$765K +36,467 +7%
CWMA
12
Capstone Wealth Management (Alabama)
Alabama
$11M +$294K +14,004 +3%
BFA
13
Benningfield Financial Advisors
California
$10.8M -$276K -13,129 -2%
AF
14
Allworth Financial
California
$10.1M +$1.76M +83,665 +18%
FF
15
Friday Financial
Iowa
$8.68M +$1.57M +74,937 +21%
HWA
16
HMV Wealth Advisors
Louisiana
$8.1M +$4.4M +209,553 +101%
DWM
17
Dopkins Wealth Management
New York
$6.76M +$341K +16,232 +5%
LFA
18
Lauterbach Financial Advisors
Texas
$6.75M +$28.6K +1,365 +0.4%
BMWS
19
Brady Martz Wealth Solutions
North Dakota
$6.3M +$3.46M +164,630 +103%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.98M +$1.75M +83,532 +37%
JWM
21
JDH Wealth Management
California
$5.81M -$114K -5,422 -2%
HIGP
22
Hill Investment Group Partners
Missouri
$4.73M -$24M -1,143,029 -82%
KAM
23
Kraft Asset Management
Tennessee
$3.84M -$2.56M -121,836 -38%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.76M +$445K +21,200 +12%
PAG
25
Poinciana Advisors Group
Florida
$3.75M -$29.4K -1,400 -0.7%

BSVO Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q1 2025, worth a combined $1.3B — down 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSVO positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $14.4M. The largest seller was Hill Investment Group Partners, cutting an estimated $24M.

  • 94 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q1 2025, up from 93 in Q4 2024.
  • Funds reported $1.3B of EA Bridgeway Omni Small-Cap Value ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q1 2025 was Focus Partners Advisor Solutions, an estimated $14.4M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q1 2025 was Hill Investment Group Partners, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2025.