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Brandes US Small-Mid Cap Value ETF

4 hedge funds and large institutions have $22M invested in Brandes US Small-Mid Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

106.73% more ownership

Funds ownership: 0%106.73% (+107%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

BSMC Hedge Fund Activity: Q4 2023 in Review

4 of the 6,868 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q4 2023, worth a combined $22M.

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

The largest buyer was Hantz Financial Services, opening a new position worth an estimated $18.8M.

  • 4 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $22M of Brandes US Small-Mid Cap Value ETF stock for Q4 2023.
  • 4 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q4 2023 was Hantz Financial Services, an estimated $18.8M added.

Based on aggregated 13F filings for Q4 2023.