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BNY Mellon US Large Cap Core Equity ETF

118 hedge funds and large institutions have $2.76B invested in BNY Mellon US Large Cap Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,450% more call options, than puts

Call options by funds: $426K | Put options by funds: $12K

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

18% more funds holding

Funds holding: 100118 (+18)

9% more capital invested

Capital invested by funds: $2.55B → $2.76B (+$219M)

3.3% less ownership

Funds ownership: 240.42%237.11% (-3.3%)

Holders
118
Holders Change
+18
Holders Change %
+18%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
26
Increased
42
Reduced
31
Closed
8
Calls
$426K
Puts
$12K
Net Calls
+$414K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
WFG
101
Wills Financial Group
Virginia
$201K -$33.6K -921 -15%
CWA
102
Carolina Wealth Advisors
South Carolina
$106K +$97.8K +2,682 New
RFG
103
REAP Financial Group
Texas
$90K
GRP
104
Global Retirement Partners
California
$73K +$67.5K +1,851 New
CAL
105
Capital Analysts LLC
Pennsylvania
$44K +$4.92K +135 +14%
FHA
106
First Horizon Advisors
Tennessee
$43.2K -$5.36K -147 -12%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$41.5K
FWM
108
FSA Wealth Management
Massachusetts
$37.4K +$34.6K +948 New
CAM
109
Creekmur Asset Management
Illinois
$32.7K +$30.2K +828 New
EWA
110
EverSource Wealth Advisors
Alabama
$23.1K
HI
111
Harbour Investments
Wisconsin
$19.7K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$17.8K
KFI
113
Key Financial Inc
Pennsylvania
$16.5K
PA
114
Parallel Advisors
California
$5.92K
Simplex Trading
115
Simplex Trading
Illinois
$4K +$4.48K +123 New
SWM
116
Spire Wealth Management
Virginia
$1.9K
CA
117
CoreCap Advisors
Michigan
$1.07K +$984 +27 New
ME
118
McIlrath & Eck
Washington
$964
HF
119
HRT Financial
New York
-$484K -13,662 Closed
GF
120
Goodman Financial
Texas
-$399K -11,247 Closed
CIAS
121
CFS Investment Advisory Services
New Jersey
-$319K -9,003 Closed
TW
122
Trajan Wealth
Arizona
-$289K -8,154 Closed
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
-$235K -6,627 Closed
CWM
124
Compass Wealth Management
Connecticut
-$132K -3,720 Closed
AssetMark Inc
125
AssetMark Inc
California
-$15.9K -450 Closed

BKLC Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q2 2025, worth a combined $2.76B — up 8.6% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BKLC positions and 8 closed out — a net gain of 18 holders — while 42 added to existing stakes and 31 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $27.9M. The largest seller was Bank of New York Mellon, cutting an estimated $136M.

  • 118 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q2 2025, up from 100 in Q1 2025.
  • Funds reported $2.76B of BNY Mellon US Large Cap Core Equity ETF stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 26 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q2 2025 and 8 closed out, a net change of +18 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $27.9M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q2 2025 was Bank of New York Mellon, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.