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EA Bridgeway Omni Small-Cap Value ETF

102 hedge funds and large institutions have $1.57B invested in EA Bridgeway Omni Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $1.38B → $1.57B (+$194M)

7% more funds holding

Funds holding: 95102 (+7)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

0.47% less ownership

Funds ownership: 92.88%92.4% (-0.47%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.34%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.22%
New
12
Increased
28
Reduced
28
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
$780M +$70.1M +3,193,481 +10%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$348M -$49.4M -2,253,915 -13%
PCM
3
Peirce Capital Management
Texas
$41.5M +$1.41M +64,392 +4%
KAM
4
KEB Asset Management
Illinois
$36.9M -$454K -20,674 -1%
SIMC
5
Squire Investment Management Company
Utah
$33.2M +$1.61M +73,194 +5%
KRW
6
Kaufman Rossin Wealth
Florida
$28.3M +$1.78M +81,269 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.4M +$35.5K +1,617 +0.1%
CA
8
Claris Advisors
Missouri
$24.2M
CWMA
9
Capstone Wealth Management (Alabama)
Alabama
$15.9M +$885K +40,322 +6%
BMWS
10
Brady Martz Wealth Solutions
North Dakota
$15.4M +$789K +35,961 +6%
FFM
11
Forum Financial Management
Illinois
$14.9M -$206K -9,380 -1%
GC
12
Gibson Capital
Pennsylvania
$14M +$110K +5,030 +0.8%
EWA
13
EverSource Wealth Advisors
Alabama
$14M +$171K +7,792 +1%
FF
14
Friday Financial
Iowa
$13M +$1.61M +73,612 +15%
BFA
15
Benningfield Financial Advisors
California
$12.6M +$144K +6,550 +1%
AQR Capital Management
16
AQR Capital Management
Connecticut
$12.3M +$3.09M +141,019 +35%
HWA
17
HMV Wealth Advisors
Louisiana
$10.1M +$1.71M +77,960 +21%
DWM
18
Dopkins Wealth Management
New York
$9.19M -$501K -22,830 -5%
JWM
19
JDH Wealth Management
California
$8.54M +$484K +22,078 +6%
LFA
20
Lauterbach Financial Advisors
Texas
$7.61M -$111K -5,060 -1%
AF
21
Allworth Financial
California
$6.06M -$263K -11,967 -4%
PAG
22
Poinciana Advisors Group
Florida
$5.86M -$20.5K -934 -0.4%
DWA
23
Delap Wealth Advisory
Oregon
$5.55M +$665K +30,322 +14%
EAM
24
Evanson Asset Management
California
$4.95M
HIGP
25
Hill Investment Group Partners
Missouri
$4.92M -$95.3K -4,346 -2%

BSVO Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) for Q3 2025, worth a combined $1.57B — up 14% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSVO positions and 4 closed out — a net gain of 8 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $70.1M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $49.4M.

  • 102 institutional investors held EA Bridgeway Omni Small-Cap Value ETF (BSVO) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $1.57B of EA Bridgeway Omni Small-Cap Value ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 12 funds opened new EA Bridgeway Omni Small-Cap Value ETF positions in Q3 2025 and 4 closed out, a net change of +8 holders.
  • The largest EA Bridgeway Omni Small-Cap Value ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $70.1M added.
  • The largest EA Bridgeway Omni Small-Cap Value ETF seller in Q3 2025 was Focus Partners Advisor Solutions, an estimated $49.4M sold.

Based on aggregated 13F filings for Q3 2025.