BNY Mellon US Large Cap Core Equity ETF
BKLC
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.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
16.16% more ownership
Funds ownership: 206.47% → 222.63% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 28 → 27 (-1)
16% less capital invested
Capital invested by funds: $379M → $318M (-$61.4M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$43.2M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$17.4M |
| 3 |
ZF
Zhang Financial
Portage,
Michigan
|
+$5.16M |
| 4 |
RIS
Retirement Income Solutions
Ann Arbor,
Michigan
|
+$2.35M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$60.4M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$6.87M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$591K |
| 4 |
Walleye Capital
New York
|
-$301K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$263K |
BKLC Hedge Fund Activity: Q2 2022 in Review
27 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q2 2022, worth a combined $318M — down 16% from $379M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BKLC and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 14 added.
The largest buyer was Creative Planning, opening a new position worth an estimated $43.2M. The largest seller was Bank of New York Mellon, cutting an estimated $60.4M.
- 27 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q2 2022, down from 28 in Q1 2022.
- Funds reported $318M of BNY Mellon US Large Cap Core Equity ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 4 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q2 2022 was Creative Planning, an estimated $43.2M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q2 2022 was Bank of New York Mellon, an estimated $60.4M sold.
Based on aggregated 13F filings for Q2 2022.