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BNY Mellon US Large Cap Core Equity ETF

20 hedge funds and large institutions have $271M invested in BNY Mellon US Large Cap Core Equity ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more funds holding

Funds holding: 1520 (+5)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $252M → $271M (+$19.2M)

3% less ownership

Funds ownership: 79.48%76.47% (-3%)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$206M +$3.53M +42,148 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$33.3M +$645K +7,701 +2%
ARG
3
Advisory Resource Group
Oklahoma
$15.7M +$16.1M +192,513 New
ZF
4
Zhang Financial
Michigan
$5.34M +$2.09M +25,027 +62%
Citadel Advisors
5
Citadel Advisors
Florida
$2.4M -$1.61M -19,242 -40%
FTUS
6
Flow Traders U.S.
New York
$2.34M -$6.4M -76,450 -73%
Goldman Sachs
7
Goldman Sachs
New York
$1.83M +$1.87M +22,398 New
LPL Financial
8
LPL Financial
California
$881K +$904K +10,798 New
HA
9
Herold Advisors
New York
$763K +$783K +9,355 New
WCM
10
WealthBridge Capital Management
Ohio
$636K +$653K +7,798 New
ASN
11
Advisory Services Network
Georgia
$560K +$270K +3,230 +89%
FPCP
12
Fort Point Capital Partners
California
$509K +$523K +6,243 New
Osaic Holdings
13
Osaic Holdings
Arizona
$390K +$104K +1,240 +35%
GWM
14
Geneos Wealth Management
Colorado
$136K -$2.09K -25 -1%
NFG
15
Next Financial Group
Texas
$36K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35K
SPIA
17
Steward Partners Investment Advisory
New York
$18K +$18.8K +224 New
Bank of America
18
Bank of America
North Carolina
$12K
Wells Fargo
19
Wells Fargo
California
$4K -$20.9K -250 -83%
ME
20
McIlrath & Eck
Washington
$1K
UBS Group
21
UBS Group
Switzerland
-$5K -60 Closed

BKLC Hedge Fund Activity: Q3 2021 in Review

20 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q3 2021, worth a combined $271M — up 7.6% from $252M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKLC positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Advisory Resource Group, opening a new position worth an estimated $16.1M. The largest seller was Flow Traders U.S., cutting an estimated $6.4M.

  • 20 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q3 2021, up from 15 in Q2 2021.
  • Funds reported $271M of BNY Mellon US Large Cap Core Equity ETF stock for Q3 2021, up 7.6% quarter-over-quarter.
  • 7 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q3 2021 and 1 closed out, a net change of +6 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q3 2021 was Advisory Resource Group, an estimated $16.1M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q3 2021 was Flow Traders U.S., an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2021.