BNY Mellon US Large Cap Core Equity ETF
BKLC
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.
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: 2 → 3 (+1)
21% more funds holding
Funds holding: 24 → 29 (+5)
8% more capital invested
Capital invested by funds: $295M → $319M (+$24M)
150.14% less ownership
Funds ownership: 206.62% → 56.48% (-150%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11.1M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$3.45M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$652K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$375K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$8.51M |
| 2 |
ZF
Zhang Financial
Portage,
Michigan
|
-$6.15M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.28M |
| 4 |
RIS
Retirement Income Solutions
Ann Arbor,
Michigan
|
-$383K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$190K |
BKLC Hedge Fund Activity: Q1 2023 in Review
29 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q1 2023, worth a combined $319M — up 8.1% from $295M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BKLC positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $11.1M. The largest seller was Bank of New York Mellon, cutting an estimated $8.51M.
- 29 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $319M of BNY Mellon US Large Cap Core Equity ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
- 6 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q1 2023 and 1 closed out, a net change of +5 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q1 2023 was Integrated Wealth Concepts, an estimated $11.1M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $8.51M sold.
Based on aggregated 13F filings for Q1 2023.