BBLU icon

EA Bridgeway Blue Chip ETF

13.33 USD
+0.14
1.06%
At close Dec 24, 4:00 PM EST
1 day
1.06%
5 days
-1.55%
1 month
0.30%
3 months
5.54%
6 months
10.35%
Year to date
29.04%
1 year
28.30%
5 years
32.50%
10 years
32.50%
0
Funds holding %
of 6,809 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $51.2M [Q2] → $60.6M (+$9.37M) [Q3]

18% more funds holding

Funds holding: 39 [Q2] → 46 (+7) [Q3]

0.55% more ownership

Funds ownership: 28.59% [Q2] → 29.14% (+0.55%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Research analyst outlook

We haven’t received any recent analyst ratings for BBLU.

Financial journalist opinion

Positive
Seeking Alpha
4 months ago
BBLU: An Active Blue-Chip Strategy Worth Considering
BBLU is actively managed, with a focus on top-quality blue chips. It can ignore certain sectors. At this point, there are no materials, real estate, or utilities in its portfolio. Since being converted into an ETF in October 2022, BBLU has outperformed the iShares Core S&P 500 ETF (IVV) in 14 months out of 19. It has also delivered stronger risk-adjusted returns compared to QQQ. The current version of the portfolio has 37 stocks. Capturing about 50% of IVV's portfolio, it has stronger quality and a higher adjusted earnings yield.
BBLU: An Active Blue-Chip Strategy Worth Considering
Positive
Seeking Alpha
7 months ago
BBLU: A Promising Start In A Competitive Field
Ea Bridgeway Blue Chip ETF is an actively managed fund that aims to outperform passive large-cap averages. The fund uses a disciplined, quantitative approach to select and weight its portfolio holdings. Investing in blue-chip stocks provides stability and potential for long-term growth, but investors should consider their investment horizon, risk tolerance, diversification, and fees.
Neutral
Seeking Alpha
10 months ago
BBLU: This Actively-Managed ETF Is Different From SPY
BBLU is a low-cost actively-managed fund that recently reorganized from a mutual fund to an ETF. Since July 1997, it's outperformed SPY with slightly less volatility. Normally, this record impresses me, but I found most of the outperformance attributed to the dot-com era that might not be relevant anymore. Furthermore, there's some evidence of closet indexing. The benefit is that BBLU's expense ratio is only 0.15%, and managers appear skilled at identifying the small group of stocks that drive the market's return and risk features.
BBLU: This Actively-Managed ETF Is Different From SPY
Positive
Seeking Alpha
1 year ago
EA Bridgeway Blue Chip ETF: A Solid Low Fee Active ETF
The EA Bridgeway Blue Chip ETF is an actively managed fund with a low expense ratio of 0.15%. BBLU has a solid historical performance track record, consistently outperforming the S&P 500. The fund holds a well-diversified portfolio of blue chip stocks and is underweight the two largest capitalization companies in the world.
EA Bridgeway Blue Chip ETF: A Solid Low Fee Active ETF
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