BNY Mellon US Large Cap Core Equity ETF
BKLC
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.
2.64% less ownership
Funds ownership: 71.51% → 68.87% (-2.6%)
11% less funds holding
Funds holding: 27 → 24 (-3)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
74% less capital inflows, than outflows
Capital inflows: $5.39M | Capital outflows: $20.5M
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$1.73M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$404K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$7.55M |
| 2 |
ZF
Zhang Financial
Portage,
Michigan
|
-$4.25M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$4.25M |
| 4 |
Jane Street
New York
|
-$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.17M |
BKLC Hedge Fund Activity: Q4 2022 in Review
24 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q4 2022, worth a combined $295M — up 0.24% from $294M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BKLC and 0 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was Sentinel Pension Advisors, adding an estimated $1.73M. The largest seller was Bank of New York Mellon, cutting an estimated $7.55M.
- 24 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q4 2022, down from 27 in Q3 2022.
- Funds reported $295M of BNY Mellon US Large Cap Core Equity ETF stock for Q4 2022, up 0.24% quarter-over-quarter.
- 0 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q4 2022 and 3 closed out, a net change of -3 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q4 2022 was Sentinel Pension Advisors, an estimated $1.73M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q4 2022 was Bank of New York Mellon, an estimated $7.55M sold.
Based on aggregated 13F filings for Q4 2022.