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BCSM

Baron SMID Cap ETF
BCSM

6 hedge funds and large institutions have $9.91M invested in Baron SMID Cap ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,794% more capital invested

Capital invested by funds: $254K → $9.91M (+$9.66M)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

200% more funds holding

Funds holding: 2 → 6 (+4)

33.01% more ownership

Funds ownership: 5.26% → 38.27% (+33%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$579K
3
P
&Partners
Tennessee
+$579K
4
CG
Caprock Group
Idaho
+$256K
5
UBS Group
UBS Group
Switzerland
+$6.42K

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$4.84K

BCSM Hedge Fund Activity: Q1 2026 in Review

6 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Baron SMID Cap ETF (BCSM) for Q1 2026, worth a combined $9.91M — up 3,794% from $254K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BCSM positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $9.1M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $4.84K sold.

  • 6 institutional investors held Baron SMID Cap ETF (BCSM) as of Q1 2026, up from 2 in Q4 2025.
  • Funds reported $9.91M of Baron SMID Cap ETF stock for Q1 2026, up 3,794% quarter-over-quarter.
  • 5 funds opened new Baron SMID Cap ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest Baron SMID Cap ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $9.1M added.
  • The largest Baron SMID Cap ETF seller in Q1 2026 was SageView Advisory Group, an estimated $4.84K sold.

Based on aggregated 13F filings for Q1 2026.