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BASV

Brown Advisory Sustainable Value ETF

4 hedge funds and large institutions have $319M invested in Brown Advisory Sustainable Value ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $257M → $319M (+$62M)

0% more funds holding

Funds holding: 44 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.23% less ownership

Funds ownership: 101.83%99.59% (-2.2%)

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$318M +$71.8M +2,572,536 +28%
TAFW
2
Tred Avon Family Wealth
Maryland
$373K +$112K +3,994 +41%
MG
3
Marex Group
$256K +$265K +9,490 New
Goldman Sachs
4
Goldman Sachs
New York
$224K +$232K +8,297 New
Jane Street
5
Jane Street
New York
-$211K -7,598 Closed
Bank of America
6
Bank of America
North Carolina
-$73.7K -2,655 Closed

BASV Hedge Fund Activity: Q1 2026 in Review

4 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Brown Advisory Sustainable Value ETF (BASV) for Q1 2026, worth a combined $319M — up 24% from $257M a quarter earlier.

Fund positioning in BASV was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Brown Advisory, adding an estimated $71.8M. The largest seller was Jane Street, exiting entirely with an estimated $211K sold.

  • 4 institutional investors held Brown Advisory Sustainable Value ETF (BASV) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $319M of Brown Advisory Sustainable Value ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 2 funds opened new Brown Advisory Sustainable Value ETF positions in Q1 2026 and 2 closed out, a net change of 0 holders.
  • The largest Brown Advisory Sustainable Value ETF buyer in Q1 2026 was Brown Advisory, an estimated $71.8M added.
  • The largest Brown Advisory Sustainable Value ETF seller in Q1 2026 was Jane Street, an estimated $211K sold.

Based on aggregated 13F filings for Q1 2026.