We are live on ! Find out more
BKLC icon

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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$560K +$270K +7,197 +92%
First Trust Advisors
52
First Trust Advisors
Illinois
$541K +$543K +14,490 New
SPIA
53
Steward Partners Investment Advisory
New York
$518K +$17.6K +468 +3%
PS
54
Principal Securities
Iowa
$478K -$17.3K -462 -3%
Raymond James Financial
55
Raymond James Financial
Florida
$477K +$479K +12,771 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$458K +$7.54K +201 +2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$457K -$756K -20,148 -62%
Cerity Partners
58
Cerity Partners
New York
$406K +$162K +4,323 +66%
Corient Private Wealth
59
Corient Private Wealth
Florida
$372K -$72.7K -1,938 -16%
HighTower Advisors
60
HighTower Advisors
Illinois
$353K
HIGP
61
Hill Investment Group Partners
Missouri
$349K +$350K +9,345 New
LWA
62
Lantern Wealth Advisors
New York
$344K +$346K +9,216 New
MML Investors Services
63
MML Investors Services
Massachusetts
$332K +$3.83K +102 +1%
Belvedere Trading
64
Belvedere Trading
Illinois
$326K +$327K +8,724 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$322K -$6.97K -186 -2%
WIP
66
WealthCare Investment Partners
Rhode Island
$318K +$1.01K +27 +0.3%
Mariner
67
Mariner
Kansas
$291K
Neuberger Berman Group
68
Neuberger Berman Group
New York
$291K +$292K +7,794 New
FA
69
Fiducient Advisors
Illinois
$280K
PCIA
70
Prime Capital Investment Advisors
Kansas
$274K +$275K +7,332 New
CPA
71
Clear Point Advisors
New York
$273K +$34.5K +921 +14%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$249K +$250K +6,669 New
WFG
73
Wills Financial Group
Virginia
$224K -$61K -1,626 -21%
OIA
74
OneDigital Investment Advisors
Kansas
$223K
WG
75
Watchman Group
Texas
$217K -$3.6K -96 -2%

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.