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Brandes US Value ETF

17 hedge funds and large institutions have $263M invested in Brandes US Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $235M → $263M (+$27.7M)

6% more funds holding

Funds holding: 1617 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 93.83%93.8% (-0.03%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$231M +$7.38M +208,307 +3%
AIFS
2
A&I Financial Services
Colorado
$16.9M -$84.4K -2,384 -0.5%
BIG
3
Brooklyn Investment Group
New York
$6.52M +$5.21M +147,211 +507%
NL
4
NKCFO LLC
Illinois
$3M +$2.91M +82,100 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.53M +$405K +11,423 +20%
HIA
6
Harbor Investment Advisory
Maryland
$1.2M -$2.05K -58 -0.2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$793K +$89.2K +2,518 +13%
SC
8
Steph & Co
Wisconsin
$268K +$260K +7,337 New
Citadel Advisors
9
Citadel Advisors
Florida
$259K +$251K +7,095 New
BRWA
10
B. Riley Wealth Advisors
Florida
$242K
Stifel Financial
11
Stifel Financial
Missouri
$211K +$204K +5,768 New
KAS
12
Kestra Advisory Services
Texas
$65.8K +$63.8K +1,800 New
Morgan Stanley
13
Morgan Stanley
New York
$58K -$37.8K -1,066 -40%
SPIA
14
Steward Partners Investment Advisory
New York
$40K +$5.31K +150 +16%
UBS Group
15
UBS Group
Switzerland
$30.3K -$46.3K -1,308 -61%
S
16
SignatureFD
Georgia
$19.2K +$1.84K +52 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.8K +$9.71K +274 +114%
HNB
18
Huntington National Bank
Ohio
$18.4K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$451K -12,938 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$248K -7,108 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$34.7K -995 Closed
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
-$8K -226 Closed

BUSA Hedge Fund Activity: Q4 2025 in Review

17 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Brandes US Value ETF (BUSA) for Q4 2025, worth a combined $263M — up 12% from $235M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BUSA positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $7.38M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $451K sold.

  • 17 institutional investors held Brandes US Value ETF (BUSA) as of Q4 2025, up from 16 in Q3 2025.
  • Funds reported $263M of Brandes US Value ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 5 funds opened new Brandes US Value ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Brandes US Value ETF buyer in Q4 2025 was Hantz Financial Services, an estimated $7.38M added.
  • The largest Brandes US Value ETF seller in Q4 2025 was Susquehanna International Group, an estimated $451K sold.

Based on aggregated 13F filings for Q4 2025.