BNY Mellon US Large Cap Core Equity ETF
BKLC
28 hedge funds and large institutions have $379M invested in BNY Mellon US Large Cap Core Equity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
27% more funds holding
Funds holding: 22 → 28 (+6)
12% more capital invested
Capital invested by funds: $337M → $379M (+$41.9M)
6.71% less ownership
Funds ownership: 75.54% → 68.82% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$30.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$15.4M |
| 3 |
ZF
Zhang Financial
Portage,
Michigan
|
+$10.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$5.41M |
| 5 |
Bank of New York Mellon
New York
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$9.73M |
| 2 |
Goldman Sachs
New York
|
-$2.01M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 4 |
Morgan Stanley
New York
|
-$1.43M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$99.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $19K | – | – | – |
|
|
27
Morgan Stanley
New York
| $7K | -$1.43M | -17,129 | -100% |
|
|
ME
28
McIlrath & Eck
Arlington,
Washington
| $1K | – | – | – |
|
|
29
Goldman Sachs
New York
| – | -$2.01M | -22,398 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$1.98M | -22,062 | Closed |
|
BKLC Hedge Fund Activity: Q1 2022 in Review
28 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q1 2022, worth a combined $379M — up 12% from $337M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BKLC positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Sentinel Pension Advisors, opening a new position worth an estimated $30.5M. The largest seller was Advisory Resource Group, cutting an estimated $9.73M.
- 28 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q1 2022, up from 22 in Q4 2021.
- Funds reported $379M of BNY Mellon US Large Cap Core Equity ETF stock for Q1 2022, up 12% quarter-over-quarter.
- 10 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q1 2022 and 3 closed out, a net change of +7 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q1 2022 was Sentinel Pension Advisors, an estimated $30.5M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q1 2022 was Advisory Resource Group, an estimated $9.73M sold.
Based on aggregated 13F filings for Q1 2022.