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BASG

Brown Advisory Sustainable Growth ETF
BASG

13 hedge funds and large institutions have $568M invested in Brown Advisory Sustainable Growth ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

225% more funds holding

Funds holding: 4 → 13 (+9)

1.92% more ownership

Funds ownership: 104.28% → 106.21% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $573M → $568M (-$4.97M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
13
Holders Change
+9
Holders Change %
+225%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
–
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$7.19M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.21M
3
NBWM
North Berkeley Wealth Management
California
+$1.99M
4
TAFW
Tred Avon Family Wealth
Maryland
+$1.72M
5
AFG
Allegheny Financial Group
Pennsylvania
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$7.73M
2
AO
Advisor OS
Illinois
-$1.36M
3
MA
MJP Associates
Connecticut
-$696K
4
UBS Group
UBS Group
Switzerland
-$10.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$485M -$7.73M -294,679 -2%
AO
2
Advisor OS
Illinois
$32.7M -$1.36M -51,920 -4%
MA
3
MJP Associates
Connecticut
$32.7M -$696K -26,528 -2%
QCM
4
Quantinno Capital Management
New York
$7.09M +$7.19M +273,988 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.15M +$4.21M +160,370 New
NBWM
6
North Berkeley Wealth Management
California
$1.97M +$1.99M +76,026 New
TAFW
7
Tred Avon Family Wealth
Maryland
$1.7M +$1.72M +65,748 New
AFG
8
Allegheny Financial Group
Pennsylvania
$1.57M +$1.59M +60,614 New
KeyBank National Association
9
KeyBank National Association
Ohio
$619K +$628K +23,946 New
FAM
10
Frontier Asset Management
Wyoming
$442K +$448K +17,097 New
RBFC
11
Roman Butler Fullerton & Co
Missouri
$255K +$266K +10,126 New
MWM
12
Modern Wealth Management
Kansas
$240K +$244K +9,287 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33K +$33.9K +1,293 New
UBS Group
14
UBS Group
Switzerland
– -$10.1K -382 Closed

BASG Hedge Fund Activity: Q4 2025 in Review

13 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Brown Advisory Sustainable Growth ETF (BASG) for Q4 2025, worth a combined $568M — down 0.87% from $573M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BASG positions and 1 closed out — a net gain of 9 holders — while 0 added to existing stakes and 3 trimmed.

The largest buyer was Quantinno Capital Management, opening a new position worth an estimated $7.19M. The largest seller was Brown Advisory, cutting an estimated $7.73M.

  • 13 institutional investors held Brown Advisory Sustainable Growth ETF (BASG) as of Q4 2025, up from 4 in Q3 2025.
  • Funds reported $568M of Brown Advisory Sustainable Growth ETF stock for Q4 2025, down 0.87% quarter-over-quarter.
  • 10 funds opened new Brown Advisory Sustainable Growth ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
  • The largest Brown Advisory Sustainable Growth ETF buyer in Q4 2025 was Quantinno Capital Management, an estimated $7.19M added.
  • The largest Brown Advisory Sustainable Growth ETF seller in Q4 2025 was Brown Advisory, an estimated $7.73M sold.

Based on aggregated 13F filings for Q4 2025.