EA Bridgeway Blue Chip ETFBBLU
BBLU
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.
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.
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.
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