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BNY Mellon US Large Cap Core Equity ETF

141 hedge funds and large institutions have $2.66B invested in BNY Mellon US Large Cap Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

3% less funds holding

Funds holding: 145141 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

14.59% less ownership

Funds ownership: 66.66%52.07% (-15%)

19% less capital invested

Capital invested by funds: $3.28B → $2.66B (-$629M)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
1.74%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
17
Increased
59
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$740M -$939M -7,214,267 -55%
IWC
2
Integrated Wealth Concepts
Massachusetts
$361M +$60.8M +467,334 +19%
MMFA
3
Main Management Fund Advisors
California
$252M +$73.4M +563,735 +55%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$190M +$22.7M +174,048 +13%
SPA
5
Sentinel Pension Advisors
Massachusetts
$124M +$4.11M +31,602 +3%
ACA
6
Aptus Capital Advisors
Alabama
$115M +$92.8M +713,154 +343%
TI
7
Tidal Investments
Wisconsin
$90.6M +$9.71M +74,610 +11%
GAG
8
GM Advisory Group
New York
$77.6M +$10.4M +80,131 +15%
SMM
9
Stadion Money Management
Georgia
$75.8M +$19.5M +150,119 +33%
Ameriprise
10
Ameriprise
Minnesota
$74.4M -$11M -84,753 -12%
Morgan Stanley
11
Morgan Stanley
New York
$59.4M +$46.3M +355,634 +295%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$51.4M +$51.4M +395,008 +2,374%
ZF
13
Zhang Financial
Michigan
$37.9M -$1.16M -8,949 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$36.1M -$2.43M -18,676 -6%
WCAMG
15
Woodard & Company Asset Management Group
North Carolina
$32.1M -$785K -6,029 -2%
LPL Financial
16
LPL Financial
California
$31.4M +$2.29M +17,624 +8%
JFG
17
JDM Financial Group
Texas
$30.4M +$6.06M +46,566 +21%
KAS
18
Kestra Advisory Services
Texas
$18.6M +$1.74M +13,357 +10%
WCM
19
WealthBridge Capital Management
Ohio
$18.2M -$220K -1,691 -1%
MOS
20
MGO One Seven
Ohio
$17.4M +$136K +1,042 +0.8%
CWA
21
Carolina Wealth Advisors
South Carolina
$14M +$4.29M +32,983 +41%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.8M +$1.33M +10,187 +10%
UBS Group
23
UBS Group
Switzerland
$13M +$698K +5,360 +5%
AP
24
Advisors Preferred
Maryland
$11.2M
WA
25
Win Advisors
Florida
$9.82M +$10.2M +78,689 New