BNY Mellon US Large Cap Core Equity ETF
BKLC
54 hedge funds and large institutions have $1.73B invested in BNY Mellon US Large Cap Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
521% more capital invested
Capital invested by funds: $278M → $1.73B (+$1.45B)
203.95% more ownership
Funds ownership: 48.81% → 252.77% (+204%)
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
50% more funds holding
Funds holding: 36 → 54 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$72.2M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$21.9M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$16.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.68M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$910K |
| 2 |
LPL Financial
San Diego,
California
|
-$762K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$607K |
| 4 |
PWM
Pinnacle Wealth Management
Roseville,
California
|
-$545K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
51
Tidemark
San Diego,
California
| $13K | +$12.2K | +432 | New |
|
|
CAS
52
Coppell Advisory Solutions
Coppell,
Texas
| $6.33K | +$5.92K | +210 | New |
|
|
CPA
53
Clear Point Advisors
Melville,
New York
| $4.34K | +$4.06K | +144 | New |
|
|
ME
54
McIlrath & Eck
Arlington,
Washington
| $736 | – | – | – |
|
|
55
Marshall Wace
London,
United Kingdom
| – | -$910K | -33,720 | Closed |
|
|
SIS
56
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$27K | -945 | Closed |
|
|
PCM
57
Penserra Capital Management
Orinda,
California
| – | -$7K | -261 | Closed |
|
BKLC Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q4 2023, worth a combined $1.73B — up 521% from $278M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BKLC positions and 3 closed out — a net gain of 18 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $72.2M. The largest seller was Marshall Wace, exiting entirely with an estimated $910K sold.
- 54 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $1.73B of BNY Mellon US Large Cap Core Equity ETF stock for Q4 2023, up 521% quarter-over-quarter.
- 21 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q4 2023 and 3 closed out, a net change of +18 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q4 2023 was Stadion Money Management, an estimated $72.2M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q4 2023 was Marshall Wace, an estimated $910K sold.
Based on aggregated 13F filings for Q4 2023.