We are live on ! Find out more
BSMC icon

Brandes US Small-Mid Cap Value ETF

15 hedge funds and large institutions have $143M invested in Brandes US Small-Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more funds holding

Funds holding: 1215 (+3)

4% more capital invested

Capital invested by funds: $138M → $143M (+$5.28M)

5.75% less ownership

Funds ownership: 97.82%92.07% (-5.8%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$119M -$5.59M -151,534 -4%
BFG
2
Bleakley Financial Group
New Jersey
$7.53M -$759K -20,590 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.24M +$1.86M +50,409 +41%
BIG
4
Brooklyn Investment Group
New York
$3.68M +$719K +19,488 +24%
OPOWM
5
One Plus One Wealth Management
Florida
$1.77M -$407K -11,047 -18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.65M +$1.69M +45,743 New
NA
7
Nautilus Advisors
California
$991K +$1.01M +27,396 New
Jane Street
8
Jane Street
New York
$762K +$545K +14,773 +235%
Raymond James Financial
9
Raymond James Financial
Florida
$611K +$305K +8,282 +96%
Stifel Financial
10
Stifel Financial
Missouri
$568K +$124K +3,350 +27%
FTUS
11
Flow Traders U.S.
New York
$207K +$211K +5,721 New
Osaic Holdings
12
Osaic Holdings
Arizona
$116K -$1.11K -30 -0.9%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$71.4K +$72.8K +1,975 New
UBS Group
14
UBS Group
Switzerland
$35.6K +$29.1K +788 +400%
UBS AM
15
UBS AM
Illinois
$15.4K +$15.7K +427 New
Citadel Advisors
16
Citadel Advisors
Florida
-$206K -5,946 Closed

BSMC Hedge Fund Activity: Q1 2026 in Review

15 of the 8,135 institutional investors tracked by Wall St. Rank reported a position in Brandes US Small-Mid Cap Value ETF (BSMC) for Q1 2026, worth a combined $143M — up 3.8% from $138M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSMC positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.86M. The largest seller was Hantz Financial Services, cutting an estimated $5.59M.

  • 15 institutional investors held Brandes US Small-Mid Cap Value ETF (BSMC) as of Q1 2026, up from 12 in Q4 2025.
  • Funds reported $143M of Brandes US Small-Mid Cap Value ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 5 funds opened new Brandes US Small-Mid Cap Value ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest Brandes US Small-Mid Cap Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $1.86M added.
  • The largest Brandes US Small-Mid Cap Value ETF seller in Q1 2026 was Hantz Financial Services, an estimated $5.59M sold.

Based on aggregated 13F filings for Q1 2026.