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EA Bridgeway Omni Small-Cap Value ETF

95 hedge funds and large institutions have $1.38B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$83.3M)

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less ownership

Funds ownership: 94.88%92.88% (-2%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.25%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
9
Increased
30
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$637M +$8.47M +443,552 +1%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$359M -$938K -49,113 -0.3%
PCM
3
Peirce Capital Management
Texas
$36M +$1.24M +64,755 +4%
KAM
4
KEB Asset Management
Illinois
$33.6M -$3.99M -208,773 -11%
SIMC
5
Squire Investment Management Company
Utah
$28.4M +$4.99M +261,404 +23%
CA
6
Claris Advisors
Missouri
$24.2M -$10.8M -566,076 -32%
KRW
7
Kaufman Rossin Wealth
Florida
$23.8M +$3.22M +168,728 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.8M +$2.71M +141,978 +15%
FFM
9
Forum Financial Management
Illinois
$13.6M -$37.1K -1,943 -0.3%
CWMA
10
Capstone Wealth Management (Alabama)
Alabama
$13.5M +$1.82M +95,480 +17%
BMWS
11
Brady Martz Wealth Solutions
North Dakota
$13.2M +$6.15M +321,928 +99%
GC
12
Gibson Capital
Pennsylvania
$12.5M +$741K +38,807 +7%
EWA
13
EverSource Wealth Advisors
Alabama
$12.4M +$194K +10,159 +2%
BFA
14
Benningfield Financial Advisors
California
$11.2M -$101K -5,265 -0.9%
FF
15
Friday Financial
Iowa
$10.2M +$1.14M +59,688 +14%
DWM
16
Dopkins Wealth Management
New York
$8.73M +$1.54M +80,706 +23%
AQR Capital Management
17
AQR Capital Management
Connecticut
$8.21M +$1.82M +95,462 +31%
HWA
18
HMV Wealth Advisors
Louisiana
$7.51M -$921K -48,238 -12%
JWM
19
JDH Wealth Management
California
$7.23M +$1.07M +56,273 +19%
LFA
20
Lauterbach Financial Advisors
Texas
$6.95M -$120K -6,301 -2%
AF
21
Allworth Financial
California
$5.69M -$5.14M -268,918 -49%
PAG
22
Poinciana Advisors Group
Florida
$5.29M +$1.27M +66,735 +35%
HIGP
23
Hill Investment Group Partners
Missouri
$4.51M -$414K -21,684 -9%
NWM
24
Northwest Wealth Management
Iowa
$4.46M +$606K +31,711 +17%
EAM
25
Evanson Asset Management
California
$4.45M +$615K +32,198 +17%

BSVO Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q2 2025, worth a combined $1.38B — up 6.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSVO positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $8.47M. The largest seller was Claris Advisors, cutting an estimated $10.8M.

  • 95 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.38B of EA Bridgeway Omni Small-Cap Value ETF stock for Q2 2025, up 6.4% quarter-over-quarter.
  • 9 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $8.47M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q2 2025 was Claris Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.