BNY Mellon US Large Cap Core Equity ETF
BKLC
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.
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: 66 → 73 (+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: 5 → 5 (0)
0.7% less ownership
Funds ownership: 244.3% → 243.6% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$33.5M |
| 2 |
GAG
GM Advisory Group
Melville,
New York
|
+$22.1M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$14.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.41M |
| 5 |
Jane Street
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RPOA Advisors
Plano,
Texas
|
-$32.8M |
| 2 |
Bank of New York Mellon
New York
|
-$19.2M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$10.5M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$5.37M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$328K | -9,870 | Closed |
|
|
CWM
77
Congress Wealth Management
Boston,
Massachusetts
| – | -$326K | -9,789 | Closed |
|
78
Northern Trust
Chicago,
Illinois
| – | -$299K | -9,000 | Closed |
|
|
WG
79
Watchman Group
Plano,
Texas
| – | -$212K | -6,378 | Closed |
|
|
T
80
Tidemark
San Diego,
California
| – | -$14.4K | -432 | 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.