We are live on ! Find out more
BKLC icon

BNY Mellon US Large Cap Core Equity ETF
BKLC

73 hedge funds and large institutions have $2B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

11% more funds holding

Funds holding: 66 → 73 (+7)

5% more capital invested

Capital invested by funds: $1.9B → $2B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.7% less ownership

Funds ownership: 244.3% → 243.6% (-0.7%)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
33
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$33.5M
2
GAG
GM Advisory Group
New York
+$22.1M
3
MOS
MGO One Seven
Ohio
+$14.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.41M
5
Jane Street
Jane Street
New York
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
RA
RPOA Advisors
Texas
-$32.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$19.2M
3
DZ Bank
DZ Bank
Germany
-$10.5M
4
SMM
Stadion Money Management
Georgia
-$5.37M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
26
KMG Fiduciary Partners
Ohio
$1.3M +$1.25M +37,701 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.3M +$291K +8,781 +31%
FPCP
28
Fort Point Capital Partners
California
$1.25M -$896 -27 -0.1%
HA
29
Herold Advisors
New York
$1.23M +$512K +15,420 +77%
WFL
30
Wealth Forward LLC
North Dakota
$1.2M -$31.8K -957 -3%
CFO
31
Collective Family Office
Pennsylvania
$1.16M – – –
AWS
32
Atria Wealth Solutions
New York
$994K +$11.4K +345 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$950K -$46.6K -1,404 -5%
RIS
34
Retirement Income Solutions
Michigan
$863K -$122K -3,666 -13%
Bank of America
35
Bank of America
North Carolina
$641K +$7.86K +237 +1%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$632K +$278K +8,370 +85%
PWM
37
Pinnacle Wealth Management
California
$604K +$20K +603 +4%
QWM
38
Quadcap Wealth Management
Texas
$601K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$549K – – –
Betterment LLC
40
Betterment LLC
New York
$505K +$260K +7,842 +116%
PS
41
Principal Securities
Iowa
$459K – – –
ACA
42
Aptus Capital Advisors
Alabama
$446K +$179K +5,400 +72%
SPIA
43
Steward Partners Investment Advisory
New York
$404K +$101K +3,048 +35%
Corient Private Wealth
44
Corient Private Wealth
Florida
$397K +$381K +11,481 New
NA
45
NewEdge Advisors
Louisiana
$391K +$375K +11,316 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$367K +$63.3K +1,908 +22%
HighTower Advisors
47
HighTower Advisors
Illinois
$353K +$25K +753 +8%
RJA
48
Raymond James & Associates
Florida
$336K -$100 -3 -0%
CFA
49
Cahill Financial Advisors
Minnesota
$323K – – –
WFG
50
Wills Financial Group
Virginia
$315K +$302K +9,099 New
1
2
3 4

BKLC Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q2 2024, worth a combined $2B — up 5.3% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BKLC positions and 7 closed out — a net gain of 9 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $33.5M. The largest seller was RPOA Advisors, cutting an estimated $32.8M.

  • 73 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $2B of BNY Mellon US Large Cap Core Equity ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q2 2024 and 7 closed out, a net change of +9 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $33.5M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q2 2024 was RPOA Advisors, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2024.