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BNY Mellon US Large Cap Core Equity ETF
BKLC

Overview Fund Activity

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.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.96%
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

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$144M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$130M
3
WCM
3
WealthBridge Capital Management
Ohio
$9.44M
4
KAS
4
Kestra Advisory Services
Texas
$5.06M
5
DK
5
David Kennon
Florida
$1.5M

Top Sellers

1
RA
1
RPOA Advisors
Texas
$1.36B
2
DZ Bank
2
DZ Bank
Germany
$15.7M
3
SMM
3
Stadion Money Management
Georgia
$79.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$225K 2,253 +2,253 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$216K 2,169 +2,169 New
WG
53
Watchman Group
Texas
$212K 2,126 +2,126 New
WIP
54
WealthCare Investment Partners
Rhode Island
$211K 2,119 -878 -29%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$148K 1,485 -247 -14%
CPA
56
Clear Point Advisors
New York
$148K 1,479 +1,431 +2,981%
CWM
57
Compass Wealth Management
Connecticut
$142K 1,422 -493 -26%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$134K 1,345 -2,310 -63%
GWM
59
Geneos Wealth Management
Colorado
$129K 1,293 +50 +4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$120K 1,200 – –
FHA
61
First Horizon Advisors
Tennessee
$55.6K 557 +557 New
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$14.9K 150 +150 New
T
63
Tidemark
California
$14.4K 144 – –
IA
64
IFP Advisors
Florida
$10.6K 106 +106 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$5.79K 58 +58 New
ME
66
McIlrath & Eck
Washington
$812 8 – –
BTI
67
Blue Trust Inc
Georgia
– – -7,141 Closed
KFP
68
Keener Financial Planning
Texas
– – -2,278 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– – – –
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