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BNY Mellon US Large Cap Core Equity ETF
BKLC

Overview Fund Activity

27 hedge funds and large institutions have $318M invested in BNY Mellon US Large Cap Core Equity ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
14
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$39.7M
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$41.6M
3
ZF
3
Zhang Financial
Michigan
$22M
4
RIS
4
Retirement Income Solutions
Michigan
$2.17M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.97M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$147M
2
ARG
2
Advisory Resource Group
Oklahoma
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
Walleye Capital
4
Walleye Capital
New York
$351K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$147M 2,099,206 -794,759 -27%
IWC
2
Integrated Wealth Concepts
Massachusetts
$45.3M 647,477 +12,046 +2%
SPA
3
Sentinel Pension Advisors
Massachusetts
$41.6M 595,326 +229,722 +63%
Creative Planning
4
Creative Planning
Kansas
$39.7M 568,674 +568,674 New
ZF
5
Zhang Financial
Michigan
$22M 314,246 +67,973 +28%
FTUS
6
Flow Traders U.S.
New York
$4.97M 71,063 +6,158 +9%
WCM
7
WealthBridge Capital Management
Ohio
$4.04M 57,847 +13,216 +30%
LPL Financial
8
LPL Financial
California
$3.2M 45,820 +7,544 +20%
RIS
9
Retirement Income Solutions
Michigan
$2.17M 30,996 +30,996 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.97M 28,258 +17,468 +162%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.71M 24,428 +9,343 +62%
Wells Fargo
12
Wells Fargo
California
$1.2M 17,206 +1,616 +10%
FPCP
13
Fort Point Capital Partners
California
$824K 11,793 +1,300 +12%
HA
14
Herold Advisors
New York
$614K 8,795 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$412K 5,900 +3,145 +114%
Walleye Capital
16
Walleye Capital
New York
$351K 5,015 -3,968 -44%
AWS
17
Atria Wealth Solutions
New York
$244K 3,495 +50 +1%
AWM
18
Altium Wealth Management
New York
$220K 3,150 – –
Bank of America
19
Bank of America
North Carolina
$206K 2,952 +44 +2%
UBS Group
20
UBS Group
Switzerland
$122K 1,749 +1,376 +369%
GWM
21
Geneos Wealth Management
Colorado
$120K 1,710 – –
PTC
22
Private Trust Company
Ohio
$92K 1,314 +1,314 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$91K 1,314 – –
SWM
24
SeaCrest Wealth Management
New York
$42K 605 +605 New
IA
25
IFP Advisors
Florida
$26K 499 – –
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