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Brandes US Small-Mid Cap Value ETF
BSMC

6 hedge funds and large institutions have $42.9M invested in Brandes US Small-Mid Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $22M → $42.9M (+$20.9M)

50% more funds holding

Funds holding: 4 → 6 (+2)

4.08% less ownership

Funds ownership: 106.73% → 102.65% (-4.1%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFS
Hantz Financial Services
Michigan
+$18.8M
2
OMC
Old Mission Capital
Illinois
+$580K
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.35K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$803K
2
Citadel Advisors
Citadel Advisors
Florida
-$338K
3
UBS Group
UBS Group
Switzerland
-$4.26K

BSMC Hedge Fund Activity: Q1 2024 in Review

6 of the 6,957 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q1 2024, worth a combined $42.9M — up 95% from $22M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BSMC positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $18.8M. The largest seller was Susquehanna International Group, cutting an estimated $803K.

  • 6 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q1 2024, up from 4 in Q4 2023.
  • Funds reported $42.9M of Brandes US Small-Mid Cap Value ETF stock for Q1 2024, up 95% quarter-over-quarter.
  • 2 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q1 2024 was Hantz Financial Services, an estimated $18.8M added.
  • The largest Brandes US Small-Mid Cap Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $803K sold.

Based on aggregated 13F filings for Q1 2024.