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BNY Mellon US Large Cap Core Equity ETF

125 hedge funds and large institutions have $3.26B invested in BNY Mellon US Large Cap Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

18% more capital invested

Capital invested by funds: $2.76B → $3.26B (+$493M)

6% more funds holding

Funds holding: 118125 (+7)

4.79% less ownership

Funds ownership: 79.04%74.25% (-4.8%)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
1.64%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
45
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPP
51
Single Point Partners
Massachusetts
$1.16M +$2.95K +24 +0.3%
WANY
52
Wealthspire Advisors (New York)
New York
$1.1M +$85.6K +696 +9%
IAS
53
Insigneo Advisory Services
Florida
$1.03M +$20.7K +168 +2%
RIS
54
Retirement Income Solutions
Michigan
$958K
LWA
55
Lantern Wealth Advisors
New York
$854K +$102K +832 +14%
CIA
56
Concurrent Investment Advisors
Florida
$803K -$1.31M -10,660 -63%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$800K -$23.4K -190 -3%
SPIA
58
Steward Partners Investment Advisory
New York
$720K +$35.6K +289 +5%
HighTower Advisors
59
HighTower Advisors
Illinois
$700K +$233K +1,897 +53%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$677K
Fisher Asset Management
61
Fisher Asset Management
Washington
$659K +$631K +5,130 New
PWM
62
Pinnacle Wealth Management
California
$632K -$7.14K -58 -1%
VCM
63
Virtue Capital Management
Tennessee
$606K +$64K +520 New
MFA
64
Mayflower Financial Advisors
Massachusetts
$545K
PS
65
Principal Securities
Iowa
$540K -$3.2K -26 -0.6%
Betterment LLC
66
Betterment LLC
New York
$530K +$738 +6 +0.1%
Raymond James Financial
67
Raymond James Financial
Florida
$529K +$1.6K +13 +0.3%
IFG
68
Independent Financial Group
California
$526K +$30.9K +251 +7%
CPA
69
Clear Point Advisors
New York
$524K +$102K +832 +27%
CIAS
70
Capital Investment Advisory Services
North Carolina
$463K
QWM
71
Quadcap Wealth Management
Texas
$458K -$251K -2,039 -36%
OWA
72
One Wealth Advisors
California
$428K -$1.23K -10 -0.3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$413K -$225K -1,828 -36%
GCM
74
Gunderson Capital Management
South Carolina
$409K +$392K +3,185 New
KV
75
Kickstand Ventures
New York
$403K -$1.97K -16 -0.5%