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BNY Mellon US Large Cap Core Equity ETF

89 hedge funds and large institutions have $2.54B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

20% more funds holding

Funds holding: 7489 (+15)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more capital invested

Capital invested by funds: $2.18B → $2.54B (+$353M)

1.63% less ownership

Funds ownership: 245.89%244.26% (-1.6%)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
20
Increased
36
Reduced
19
Closed
4
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Stiles Financial Services
Minnesota
$3.4M +$3.41M +91,062 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.19M +$3.21M +85,485 New
SWP
28
Stratos Wealth Partners
Ohio
$2.83M +$2.84M +75,726 New
WA
29
Win Advisors
Florida
$2.7M +$2.71M +72,378 New
WFL
30
Wealth Forward LLC
North Dakota
$2.26M +$391K +10,422 +21%
Ameriprise
31
Ameriprise
Minnesota
$2.15M +$1.4M +37,452 +187%
SF
32
Symphony Financial
Texas
$2M +$1.29M +34,443 +198%
DK
33
David Kennon
Florida
$1.96M +$34.2K +912 +2%
CIA
34
Concurrent Investment Advisors
Florida
$1.79M +$1.8M +47,961 New
RL
35
Retireful LLC
Michigan
$1.7M +$1.7M +45,459 New
HA
36
Herold Advisors
New York
$1.67M +$212K +5,643 +14%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$1.6M
Wells Fargo
38
Wells Fargo
California
$1.6M +$10.3K +276 +0.6%
AWS
39
Atria Wealth Solutions
New York
$1.47M +$281K +7,494 +24%
SA
40
Sanctuary Advisors
Indiana
$1.46M -$122K -3,258 -8%
FPCP
41
Fort Point Capital Partners
California
$1.32M -$50.6K -1,350 -4%
CFO
42
Collective Family Office
Pennsylvania
$1.23M
RIS
43
Retirement Income Solutions
Michigan
$858K -$15.4K -411 -2%
Bank of America
44
Bank of America
North Carolina
$799K +$106K +2,838 +15%
IAS
45
Insigneo Advisory Services
Florida
$689K +$691K +18,438 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$666K -$16.4K -438 -2%
Betterment LLC
47
Betterment LLC
New York
$635K -$9.79K -261 -2%
QWM
48
Quadcap Wealth Management
Texas
$615K -$35.3K -942 -5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$591K
PWM
50
Pinnacle Wealth Management
California
$570K -$58.4K -1,557 -9%

BKLC Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q4 2024, worth a combined $2.54B — up 16% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BKLC positions and 4 closed out — a net gain of 16 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $225M. The largest seller was RPOA Advisors, cutting an estimated $18.2M.

  • 89 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $2.54B of BNY Mellon US Large Cap Core Equity ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 20 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $225M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q4 2024 was RPOA Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2024.