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Brandes US Small-Mid Cap Value ETF

11 hedge funds and large institutions have $106M invested in Brandes US Small-Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

38% more funds holding

Funds holding: 811 (+3)

17% more capital invested

Capital invested by funds: $91.2M → $106M (+$15.2M)

1.88% less ownership

Funds ownership: 97.76%95.87% (-1.9%)

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change

BSMC Hedge Fund Activity: Q2 2025 in Review

11 of the 7,611 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q2 2025, worth a combined $106M — up 17% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSMC positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $4.59M. The largest seller was UBS Group, cutting an estimated $18.4K.

  • 11 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q2 2025, up from 8 in Q1 2025.
  • Funds reported $106M of Brandes US Small-Mid Cap Value ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 4 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q2 2025 was Hantz Financial Services, an estimated $4.59M added.
  • The largest Brandes US Small-Mid Cap Value ETF seller in Q2 2025 was UBS Group, an estimated $18.4K sold.

Based on aggregated 13F filings for Q2 2025.