We are live on ! Find out more
BKLC icon

BNY Mellon US Large Cap Core Equity ETF
BKLC

66 hedge funds and large institutions have $1.9B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

22% more funds holding

Funds holding: 54 → 66 (+12)

10% more capital invested

Capital invested by funds: $1.73B → $1.9B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

8.47% less ownership

Funds ownership: 252.77% → 244.3% (-8.5%)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
23
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$25.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.81M
3
WCM
WealthBridge Capital Management
Ohio
+$1.71M
4
KAS
Kestra Advisory Services
Texas
+$1.51M
5
DK
David Kennon
Florida
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
RA
RPOA Advisors
Texas
-$21.5M
2
DZ Bank
DZ Bank
Germany
-$7.06M
3
SMM
Stadion Money Management
Georgia
-$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.45M
5
Morgan Stanley
Morgan Stanley
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
26
Retirement Income Solutions
Michigan
$951K -$5.12K -162 -0.6%
AWS
27
Atria Wealth Solutions
New York
$944K +$85.3K +2,700 +11%
HA
28
Herold Advisors
New York
$670K – – –
Bank of America
29
Bank of America
North Carolina
$608K +$68.6K +2,172 +13%
QWM
30
Quadcap Wealth Management
Texas
$578K -$16.2K -513 -3%
PWM
31
Pinnacle Wealth Management
California
$561K +$1.33K +42 +0.2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$527K – – –
CRC
33
Curi RMB Capital
Illinois
$499K +$474K +14,997 New
PS
34
Principal Securities
Iowa
$441K – – –
CAN
35
Cetera Advisor Networks
California
$429K +$105K +3,324 +35%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$329K +$28.9K +915 +10%
Goldman Sachs
37
Goldman Sachs
New York
$328K +$312K +9,870 New
CWM
38
Congress Wealth Management
Massachusetts
$326K +$309K +9,789 New
RJA
39
Raymond James & Associates
Florida
$323K -$287K -9,084 -48%
HighTower Advisors
40
HighTower Advisors
Illinois
$315K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$315K +$1.52K +48 +0.5%
CFA
42
Cahill Financial Advisors
Minnesota
$311K +$3.03K +96 +1%
CA
43
Cetera Advisors
Colorado
$309K – – –
Northern Trust
44
Northern Trust
Illinois
$299K +$284K +9,000 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$289K +$49.4K +1,563 +22%
SPIA
46
Steward Partners Investment Advisory
New York
$287K +$78.7K +2,493 +41%
CIAS
47
Capital Investment Advisory Services
North Carolina
$263K +$250K +7,905 New
Mariner
48
Mariner
Kansas
$259K – – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$259K – – –
ACA
50
Aptus Capital Advisors
Alabama
$250K +$237K +7,506 New
1
2
3

BKLC Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q1 2024, worth a combined $1.9B — up 10% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKLC positions and 2 closed out — a net gain of 13 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $25.4M. The largest seller was RPOA Advisors, cutting an estimated $21.5M.

  • 66 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $1.9B of BNY Mellon US Large Cap Core Equity ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 15 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q1 2024 and 2 closed out, a net change of +13 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q1 2024 was Integrated Wealth Concepts, an estimated $25.4M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q1 2024 was RPOA Advisors, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2024.