Brown Advisory Sustainable Value ETF
BASV
4 hedge funds and large institutions have $257M invested in Brown Advisory Sustainable Value ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
40% more capital invested
Capital invested by funds: $183M → $257M (+$74.2M)
4.93% more ownership
Funds ownership: 96.89% → 101.83% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$67M |
| 2 |
TAFW
Tred Avon Family Wealth
Easton,
Maryland
|
+$270K |
| 3 |
Jane Street
New York
|
+$208K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$72.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$88.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Brown Advisory
Baltimore,
Maryland
| $257M | +$67M | +2,447,486 | +36% |
|
|
TAFW
2
Tred Avon Family Wealth
Easton,
Maryland
| $274K | +$270K | +9,849 | New |
|
|
3
Jane Street
New York
| $211K | +$208K | +7,598 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $73.7K | +$72.7K | +2,655 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$88.7K | -3,295 | Closed |
|
BASV Hedge Fund Activity: Q4 2025 in Review
4 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Brown Advisory Sustainable Value ETF (BASV) for Q4 2025, worth a combined $257M — up 40% from $183M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BASV positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Brown Advisory, adding an estimated $67M. The largest seller was UBS Group, exiting entirely with an estimated $88.7K sold.
- 4 institutional investors held Brown Advisory Sustainable Value ETF (BASV) as of Q4 2025, up from 2 in Q3 2025.
- Funds reported $257M of Brown Advisory Sustainable Value ETF stock for Q4 2025, up 40% quarter-over-quarter.
- 3 funds opened new Brown Advisory Sustainable Value ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Brown Advisory Sustainable Value ETF buyer in Q4 2025 was Brown Advisory, an estimated $67M added.
- The largest Brown Advisory Sustainable Value ETF seller in Q4 2025 was UBS Group, an estimated $88.7K sold.
Based on aggregated 13F filings for Q4 2025.