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BNY Mellon US Large Cap Core Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

5.39% more ownership

Funds ownership: 68.82%74.21% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 2827 (-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

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$147M -$60.4M -794,759 -27%
IWC
2
Integrated Wealth Concepts
Massachusetts
$45.3M +$915K +12,046 +2%
SPA
3
Sentinel Pension Advisors
Massachusetts
$41.6M +$17.4M +229,722 +63%
Creative Planning
4
Creative Planning
Kansas
$39.7M +$43.2M +568,674 New
ZF
5
Zhang Financial
Michigan
$22M +$5.16M +67,973 +28%
FTUS
6
Flow Traders U.S.
New York
$4.97M +$468K +6,158 +9%
WCM
7
WealthBridge Capital Management
Ohio
$4.04M +$1M +13,216 +30%
LPL Financial
8
LPL Financial
California
$3.2M +$573K +7,544 +20%
RIS
9
Retirement Income Solutions
Michigan
$2.17M +$2.35M +30,996 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.97M +$1.33M +17,468 +162%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$710K +9,343 +62%
Wells Fargo
12
Wells Fargo
California
$1.2M +$123K +1,616 +10%
FPCP
13
Fort Point Capital Partners
California
$824K +$98.7K +1,300 +12%
HA
14
Herold Advisors
New York
$614K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$412K +$239K +3,145 +114%
Walleye Capital
16
Walleye Capital
New York
$351K -$301K -3,968 -44%
AWS
17
Atria Wealth Solutions
New York
$244K +$3.8K +50 +1%
AWM
18
Altium Wealth Management
New York
$220K
Bank of America
19
Bank of America
North Carolina
$206K +$3.34K +44 +2%
UBS Group
20
UBS Group
Switzerland
$122K +$105K +1,376 +369%
GWM
21
Geneos Wealth Management
Colorado
$120K
PTC
22
Private Trust Company
Ohio
$92K +$99.8K +1,314 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$91K
SWM
24
SeaCrest Wealth Management
New York
$42K +$45.9K +605 New
IA
25
IFP Advisors
Florida
$26K