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Brandes US Small-Mid Cap Value ETF

12 hedge funds and large institutions have $138M invested in Brandes US Small-Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $119M → $138M (+$19.3M)

2.18% more ownership

Funds ownership: 95.64%97.82% (+2.2%)

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$119M +$4.59M +135,281 +4%
BFG
2
Bleakley Financial Group
New Jersey
$7.94M +$7.75M +228,684 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.24M +$424K +12,518 +11%
BIG
4
Brooklyn Investment Group
New York
$2.89M +$2.5M +73,619 +841%
OPOWM
5
One Plus One Wealth Management
Florida
$2.08M +$2.03M +59,865 New
Stifel Financial
6
Stifel Financial
Missouri
$429K +$49.3K +1,455 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$299K +$2.54K +75 +0.9%
Jane Street
8
Jane Street
New York
$218K -$706K -20,827 -77%
Citadel Advisors
9
Citadel Advisors
Florida
$206K -$656K -19,342 -76%
Osaic Holdings
10
Osaic Holdings
Arizona
$113K +$33.2K +980 +43%
Comerica Bank
11
Comerica Bank
Texas
$59.4K -$746 -22 -1%
UBS Group
12
UBS Group
Switzerland
$6.84K +$6.68K +197 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$1.66M -49,624 Closed
FTUS
14
Flow Traders U.S.
New York
-$305K -9,132 Closed
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
-$3K -103 Closed

BSMC Hedge Fund Activity: Q4 2025 in Review

12 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q4 2025, worth a combined $138M — up 16% from $119M a quarter earlier.

Fund positioning in BSMC was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Bleakley Financial Group, opening a new position worth an estimated $7.75M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.66M sold.

  • 12 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $138M of Brandes US Small-Mid Cap Value ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 3 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q4 2025 was Bleakley Financial Group, an estimated $7.75M added.
  • The largest Brandes US Small-Mid Cap Value ETF seller in Q4 2025 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2025.