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BNY Mellon US Large Cap Core Equity ETF

22 hedge funds and large institutions have $337M invested in BNY Mellon US Large Cap Core Equity ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

24% more capital invested

Capital invested by funds: $271M → $337M (+$66.1M)

10% more funds holding

Funds holding: 2022 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.94% less ownership

Funds ownership: 76.47%75.54% (-0.94%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
3
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
$254M +$26.7M +307,920 +12%
IWC
2
Integrated Wealth Concepts
Massachusetts
$40.3M +$3.64M +41,863 +10%
ARG
3
Advisory Resource Group
Oklahoma
$16.7M +$442K +5,087 +3%
ZF
4
Zhang Financial
Michigan
$11.1M +$5.05M +58,164 +89%
WCM
5
WealthBridge Capital Management
Ohio
$2.74M +$1.98M +22,765 +292%
LPL Financial
6
LPL Financial
California
$2.58M +$1.56M +17,940 +166%
Goldman Sachs
7
Goldman Sachs
New York
$2.01M
Citadel Advisors
8
Citadel Advisors
Florida
$1.98M -$635K -7,314 -25%
Morgan Stanley
9
Morgan Stanley
New York
$1.54M +$1.49M +17,207 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.07M +$624K +7,185 +150%
HA
11
Herold Advisors
New York
$831K -$6.95K -80 -0.9%
FPCP
12
Fort Point Capital Partners
California
$734K +$169K +1,945 +31%
ASN
13
Advisory Services Network
Georgia
$587K -$27.4K -315 -5%
Wells Fargo
14
Wells Fargo
California
$374K +$358K +4,124 +8,248%
GWM
15
Geneos Wealth Management
Colorado
$153K +$4.34K +50 +3%
Bank of America
16
Bank of America
North Carolina
$151K +$133K +1,531 +1,034%
NFG
17
Next Financial Group
Texas
$73K +$32.6K +375 +85%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47K +$8.25K +95 +22%
IA
19
IFP Advisors
Florida
$21K +$20.1K +232 New
SPIA
20
Steward Partners Investment Advisory
New York
$20K
ME
21
McIlrath & Eck
Washington
$1K
FTUS
22
Flow Traders U.S.
New York
-$2.34M -28,667 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$87 +1 New