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BNY Mellon US Large Cap Core Equity ETF

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: 6673 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$309K -$18.3K -552 -6%
WCAMG
52
Woodard & Company Asset Management Group
North Carolina
$309K +$296K +8,919 New
CIAS
53
Capital Investment Advisory Services
North Carolina
$305K +$29.9K +900 +11%
WIP
54
WealthCare Investment Partners
Rhode Island
$292K +$69K +2,079 +33%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$273K +$2.59K +78 +1%
Mariner
56
Mariner
Kansas
$270K
FA
57
Fiducient Advisors
Illinois
$259K +$248K +7,485 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$228K +$70.8K +2,133 +48%
OIA
59
OneDigital Investment Advisors
Kansas
$206K +$198K +5,967 New
CPA
60
Clear Point Advisors
New York
$206K +$50K +1,506 +34%
JFG
61
JDM Financial Group
Texas
$191K +$183K +5,514 New
CWM
62
Compass Wealth Management
Connecticut
$148K +$498 +15 +0.4%
GWM
63
Geneos Wealth Management
Colorado
$140K +$5.28K +159 +4%
JP Morgan Chase
64
JP Morgan Chase
New York
$76K +$72.9K +2,196 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$63.9K +$55.5K +1,674 +962%
IA
66
IFP Advisors
Florida
$59.2K +$46.2K +1,392 +438%
FHA
67
First Horizon Advisors
Tennessee
$55.9K -$1.89K -57 -3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$36.3K -$84.6K -2,550 -71%
GRP
69
Global Retirement Partners
California
$18.7K +$17.9K +540 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$15.8K
KFI
71
Key Financial Inc
Pennsylvania
$14.4K +$13.8K +417 New
CAS
72
Coppell Advisory Solutions
Texas
$7.26K +$6.97K +210 New
ME
73
McIlrath & Eck
Washington
$845
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
-$1.38M -41,361 Closed
CRC
75
Curi RMB Capital
Illinois
-$499K -14,997 Closed

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.