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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
SFA
101
Sequoia Financial Advisors
Ohio
$236K
DF
102
Define Financial
California
$219K +$615 +5 +0.3%
WFG
103
Wills Financial Group
Virginia
$219K +$615 +5 +0.3%
IA
104
Integrity Alliance
Iowa
$212K +$203K +1,649 New
Vanguard Group
105
Vanguard Group
Pennsylvania
$206K +$198K +1,607 New
NA
106
NewEdge Advisors
Louisiana
$172K +$165K +1,340 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$131K +$125K +1,019 New
RFG
108
REAP Financial Group
Texas
$97.6K
TRCT
109
Tower Research Capital (TRC)
New York
$89.7K +$86K +699 New
AUB
110
Atlantic Union Bankshares
Virginia
$89.6K +$85.9K +698 New
GRP
111
Global Retirement Partners
California
$78.8K -$369 -3 -0.5%
KPP
112
Kings Path Partners
Texas
$75.6K +$72.5K +589 New
CAL
113
Capital Analysts LLC
Pennsylvania
$46K -$1.97K -16 -4%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$44.9K
FWM
115
FSA Wealth Management
Massachusetts
$40.6K
CFFP
116
Center for Financial Planning
Michigan
$36.8K +$35.3K +287 New
EWA
117
EverSource Wealth Advisors
Alabama
$36.8K +$11.3K +92 +47%
HI
118
Harbour Investments
Wisconsin
$21.3K
KFI
119
Key Financial Inc
Pennsylvania
$17.8K
AssetMark Inc
120
AssetMark Inc
California
$16.3K +$15.6K +127 New
NWMP
121
Noble Wealth Management PBC
Colorado
$15.4K +$14.8K +120 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.14K +58 New
PA
123
Parallel Advisors
California
$6.42K
SWM
124
Spire Wealth Management
Virginia
$2.05K
ME
125
McIlrath & Eck
Washington
$1.04K