A Big Wealth Manager Just Bought $22.4 Million Worth of This Small-Cap Value ETF
2026-05-28 07:07:15 ET
According to a recent SEC filing , Focus Partners Wealth increased its position in the EA Bridgeway Omni Small-Cap Value ETF (NASDAQ:BSVO) by 886,680 shares during the first quarter of 2026. The estimated transaction value was $22.4 million, based on the quarter's average closing price. The fund ended Q1 2026 holding 37,257,857 shares, with a reported position value of $945.2 million as of March 31, 2026.
The EA Bridgeway Omni Small-Cap Value ETF (BSVO) is a passively structured, rules-based ETF that provides broad exposure to U.S. small-cap value stocks.
This transaction is worth noting -- not because a single institutional buy changes the investment thesis for BSVO, but because of the context. Focus Partners Wealth manages roughly $90 billion in 13F reportable AUM. Adding nearly $22.4 million to an already substantial BSVO position suggests continued conviction in the small-cap value space, at a time when many institutional investors remain concentrated in mega-cap growth names.
NASDAQ: BSVO
BSVO Trading
-0.56% G/L:
$27.725 Last:
43,218 Volume:
$27.90 Open:
