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BNY Mellon US Large Cap Core Equity ETF

24 hedge funds and large institutions have $295M invested in BNY Mellon US Large Cap Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $294M → $295M (+$707K)

2.64% less ownership

Funds ownership: 71.51%68.87% (-2.6%)

11% less funds holding

Funds holding: 2724 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
Increased
7
Reduced
14
Closed
3
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
$159M -$7.55M -106,661 -4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$50M +$1.54M +21,785 +3%
SPA
3
Sentinel Pension Advisors
Massachusetts
$46.5M +$1.73M +24,448 +4%
ZF
4
Zhang Financial
Michigan
$20.3M -$4.25M -60,015 -17%
WCM
5
WealthBridge Capital Management
Ohio
$3.78M -$279K -3,943 -7%
FTUS
6
Flow Traders U.S.
New York
$2.66M -$239K -3,371 -8%
LPL Financial
7
LPL Financial
California
$2.37M -$1.17M -16,505 -33%
Citadel Advisors
8
Citadel Advisors
Florida
$1.95M +$1.54M +21,762 +360%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.41M -$96.3K -1,361 -6%
RIS
10
Retirement Income Solutions
Michigan
$1.23M -$786K -11,109 -39%
Wells Fargo
11
Wells Fargo
California
$1.19M -$261K -3,688 -18%
FPCP
12
Fort Point Capital Partners
California
$841K -$13.4K -190 -2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$710K -$49.4K -698 -6%
HA
14
Herold Advisors
New York
$592K -$24.8K -350 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$578K +$27.5K +388 +5%
Bank of America
16
Bank of America
North Carolina
$450K +$404K +5,704 +805%
UBS Group
17
UBS Group
Switzerland
$328K -$230K -3,252 -41%
AWS
18
Atria Wealth Solutions
New York
$291K +$26.5K +375 +10%
GWM
19
Geneos Wealth Management
Colorado
$120K
IA
20
IFP Advisors
Florida
$112K +$117K +1,653 +331%
PTC
21
Private Trust Company
Ohio
$92K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$59K -$17.1K -242 -22%
SPIA
23
Steward Partners Investment Advisory
New York
$15.7K
ME
24
McIlrath & Eck
Washington
$570 -$1.49K -21 -72%
Creative Planning
25
Creative Planning
Kansas
-$4.25M -63,911 Closed