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Brandes US Small-Mid Cap Value ETF

8 hedge funds and large institutions have $91.2M invested in Brandes US Small-Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$90.2M +$16.4M +556,497 +22%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$356K +$356K +12,049 New
Citadel Advisors
3
Citadel Advisors
Florida
$320K +$320K +10,836 New
Stifel Financial
4
Stifel Financial
Missouri
$236K +$236K +8,000 New
Osaic Holdings
5
Osaic Holdings
Arizona
$94.3K -$28.1K -950 -23%
UBS Group
6
UBS Group
Switzerland
$24.8K +$24.8K +840 New
Morgan Stanley
7
Morgan Stanley
New York
$10.7K
BIG
8
Brooklyn Investment Group
New York
$4.9K +$4.9K +166 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
-$1.23M -40,427 Closed