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BNY Mellon US Large Cap Core Equity ETF

38 hedge funds and large institutions have $386M invested in BNY Mellon US Large Cap Core Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

31% more funds holding

Funds holding: 2938 (+9)

21% more capital invested

Capital invested by funds: $319M → $386M (+$67.2M)

1.88% more ownership

Funds ownership: 18.83%20.71% (+1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
12
Reduced
9
Closed
4
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
$163M -$15.7M -200,694 -9%
IWC
2
Integrated Wealth Concepts
Massachusetts
$74.3M +$2.13M +27,123 +3%
SPA
3
Sentinel Pension Advisors
Massachusetts
$60.1M +$875K +11,162 +2%
ETC
4
Exchange Traded Concepts
Oklahoma
$43.3M +$40.7M +519,632 New
ZF
5
Zhang Financial
Michigan
$16.1M -$953K -12,167 -6%
FTUS
6
Flow Traders U.S.
New York
$6.12M +$5.21M +66,512 +967%
WCM
7
WealthBridge Capital Management
Ohio
$4.61M +$48.1K +614 +1%
LPL Financial
8
LPL Financial
California
$3M +$155K +1,974 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$2M -$90.4K -1,153 -5%
KAS
10
Kestra Advisory Services
Texas
$1.51M +$1.41M +18,055 New
Wells Fargo
11
Wells Fargo
California
$1.43M -$46.1K -588 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$212K +2,705 +27%
PWM
13
Pinnacle Wealth Management
California
$1.06M +$998K +12,734 New
FPCP
14
Fort Point Capital Partners
California
$1.05M -$3.84K -49 -0.4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.03M -$1.61M -20,535 -62%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$914K +$859K +10,961 New
FIA
17
Foundations Investment Advisors
Arizona
$898K +$844K +10,775 New
RIS
18
Retirement Income Solutions
Michigan
$799K -$218K -2,779 -22%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$613K -$82.7K -1,055 -13%
HA
20
Herold Advisors
New York
$560K
RJA
21
Raymond James & Associates
Florida
$505K -$222K -2,834 -32%
Bank of America
22
Bank of America
North Carolina
$460K +$133K +1,695 +44%
AWS
23
Atria Wealth Solutions
New York
$380K +$3.92K +50 +1%
UBS Group
24
UBS Group
Switzerland
$279K +$93.1K +1,188 +55%
HighTower Advisors
25
HighTower Advisors
Illinois
$262K +$247K +3,150 New