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Brandes US Small-Mid Cap Value ETF

6 hedge funds and large institutions have $71.7M invested in Brandes US Small-Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 36 (+3)

27% more capital invested

Capital invested by funds: $56.2M → $71.7M (+$15.4M)

2.95% more ownership

Funds ownership: 96.37%99.32% (+2.9%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

BSMC Hedge Fund Activity: Q3 2024 in Review

6 of the 6,977 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q3 2024, worth a combined $71.7M — up 27% from $56.2M a quarter earlier.

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

The largest buyer was Hantz Financial Services, adding an estimated $10M. The largest seller was Susquehanna International Group, cutting an estimated $1.21M.

  • 6 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $71.7M of Brandes US Small-Mid Cap Value ETF stock for Q3 2024, up 27% quarter-over-quarter.
  • 3 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q3 2024 was Hantz Financial Services, an estimated $10M added.
  • The largest Brandes US Small-Mid Cap Value ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2024.