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BNY Mellon US Large Cap Core Equity ETF

74 hedge funds and large institutions have $2.18B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $2B → $2.18B (+$180M)

1% more funds holding

Funds holding: 7374 (+1)

0.76% more ownership

Funds ownership: 81.2%81.96% (+0.76%)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
36
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.55M -$123K -1,172 -8%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.46M +$84.5K +804 +6%
HA
28
Herold Advisors
New York
$1.43M +$122K +1,161 +10%
FPCP
29
Fort Point Capital Partners
California
$1.34M +$15.8K +150 +1%
CFO
30
Collective Family Office
Pennsylvania
$1.2M -$26.1K -248 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.18M +$904K +8,599 +392%
AWS
32
Atria Wealth Solutions
New York
$1.16M +$106K +1,005 +10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.06M +$51.1K +486 +5%
RIS
34
Retirement Income Solutions
Michigan
$854K -$54K -514 -6%
ACA
35
Aptus Capital Advisors
Alabama
$820K +$335K +3,186 +74%
Ameriprise
36
Ameriprise
Minnesota
$733K +$703K +6,687 New
IA
37
IFP Advisors
Florida
$714K +$626K +5,950 +1,044%
Bank of America
38
Bank of America
North Carolina
$677K +$631 +6 +0.1%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$659K
QWM
40
Quadcap Wealth Management
Texas
$636K +$841 +8 +0.1%
SF
41
Symphony Financial
Texas
$634K +$610K +5,806 New
Betterment LLC
42
Betterment LLC
New York
$631K +$93.7K +891 +18%
PWM
43
Pinnacle Wealth Management
California
$614K -$22.3K -212 -4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$575K
SPIA
45
Steward Partners Investment Advisory
New York
$489K +$60.7K +577 +15%
PS
46
Principal Securities
Iowa
$485K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$441K +$51.2K +487 +14%
Corient Private Wealth
48
Corient Private Wealth
Florida
$435K +$14.7K +140 +4%
Citadel Advisors
49
Citadel Advisors
Florida
$427K +$410K +3,897 New
RJA
50
Raymond James & Associates
Florida
$355K -$210 -2 -0.1%