BNY Mellon US Large Cap Core Equity ETF
BKLC
36 hedge funds and large institutions have $278M invested in BNY Mellon US Large Cap Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% less funds holding
Funds holding: 38 → 36 (-2)
13.32% less ownership
Funds ownership: 62.13% → 48.81% (-13%)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
28% less capital invested
Capital invested by funds: $386M → $278M (-$108M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$3.34M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.27M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.9M |
| 4 |
Morgan Stanley
New York
|
+$1.72M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$63.5M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$43.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$6.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$914K |
BKLC Hedge Fund Activity: Q3 2023 in Review
36 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q3 2023, worth a combined $278M — down 28% from $386M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BKLC and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 18 added.
The largest buyer was DZ Bank, opening a new position worth an estimated $3.34M. The largest seller was Bank of New York Mellon, cutting an estimated $63.5M.
- 36 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q3 2023, down from 38 in Q2 2023.
- Funds reported $278M of BNY Mellon US Large Cap Core Equity ETF stock for Q3 2023, down 28% quarter-over-quarter.
- 7 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q3 2023 and 9 closed out, a net change of -2 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q3 2023 was DZ Bank, an estimated $3.34M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $63.5M sold.
Based on aggregated 13F filings for Q3 2023.