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BNY Mellon US Large Cap Core Equity ETF

29 hedge funds and large institutions have $319M invested in BNY Mellon US Large Cap Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 2429 (+5)

8% more capital invested

Capital invested by funds: $295M → $319M (+$24M)

50.05% less ownership

Funds ownership: 68.87%18.83% (-50%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
12
Reduced
7
Closed
1
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
$164M -$8.51M -115,992 -5%
IWC
2
Integrated Wealth Concepts
Massachusetts
$65.8M +$11.1M +150,973 +21%
SPA
3
Sentinel Pension Advisors
Massachusetts
$53.8M +$3.45M +47,072 +7%
ZF
4
Zhang Financial
Michigan
$15.6M -$6.15M -83,810 -29%
WCM
5
WealthBridge Capital Management
Ohio
$4.16M +$55.4K +755 +1%
LPL Financial
6
LPL Financial
California
$2.59M +$21K +287 +0.8%
Citadel Advisors
7
Citadel Advisors
Florida
$2.51M +$375K +5,107 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.91M +$368K +5,015 +25%
Wells Fargo
9
Wells Fargo
California
$1.35M +$60.7K +828 +5%
FPCP
10
Fort Point Capital Partners
California
$963K +$46.9K +640 +5%
RIS
11
Retirement Income Solutions
Michigan
$942K -$383K -5,225 -30%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$773K +$1.69K +23 +0.2%
RJA
13
Raymond James & Associates
Florida
$677K +$652K +8,891 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$641K +$12.2K +167 +2%
FTUS
15
Flow Traders U.S.
New York
$524K -$2.28M -31,083 -82%
HA
16
Herold Advisors
New York
$511K -$127K -1,730 -20%
AWS
17
Atria Wealth Solutions
New York
$343K +$25.7K +350 +8%
Jane Street
18
Jane Street
New York
$304K +$293K +3,996 New
Bank of America
19
Bank of America
North Carolina
$291K -$190K -2,587 -40%
CFA
20
Cahill Financial Advisors
Minnesota
$207K +$200K +2,722 New
MML Investors Services
21
MML Investors Services
Massachusetts
$204K +$197K +2,684 New
UBS Group
22
UBS Group
Switzerland
$165K -$184K -2,514 -54%
GWM
23
Geneos Wealth Management
Colorado
$130K
PTC
24
Private Trust Company
Ohio
$100K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$65K +$1.25K +17 +2%