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BNY Mellon US Large Cap Core Equity ETF
BKLC

Overview Fund Activity

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.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
18
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$3.23M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$74.4M
3
AP
3
Advisors Preferred
Maryland
$1.84M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.67M
5
KAS
5
Kestra Advisory Services
Texas
$2.83M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$97M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$97M 1,197,779 -759,675 -39%
IWC
2
Integrated Wealth Concepts
Massachusetts
$74.4M 918,450 +27,102 +3%
SPA
3
Sentinel Pension Advisors
Massachusetts
$57.7M 712,305 -9,126 -1%
ZF
4
Zhang Financial
Michigan
$15.8M 194,533 +1,332 +0.7%
WCM
5
WealthBridge Capital Management
Ohio
$4.95M 61,138 +5,865 +11%
DZ Bank
6
DZ Bank
Germany
$3.23M 39,931 +39,931 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.17M 39,188 +15,239 +64%
LPL Financial
8
LPL Financial
California
$3M 37,052 +1,004 +3%
KAS
9
Kestra Advisory Services
Texas
$2.83M 34,901 +16,846 +93%
AP
10
Advisors Preferred
Maryland
$1.84M 22,693 +22,693 New
Morgan Stanley
11
Morgan Stanley
New York
$1.67M 20,675 +20,600 +27,467%
Wells Fargo
12
Wells Fargo
California
$1.41M 17,424 +230 +1%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$1.16M 14,300 +14,300 New
FPCP
14
Fort Point Capital Partners
California
$1.03M 12,667 +73 +0.6%
PWM
15
Pinnacle Wealth Management
California
$976K 12,050 -684 -5%
Marshall Wace
16
Marshall Wace
United Kingdom
$910K 11,240 +11,240 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$823K 10,164 +10,164 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$798K 9,858 -2,993 -23%
RIS
19
Retirement Income Solutions
Michigan
$777K 9,587 – –
UBS Group
20
UBS Group
Switzerland
$667K 8,240 +4,888 +146%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$610K 7,533 +175 +2%
AWS
22
Atria Wealth Solutions
New York
$590K 7,285 +2,730 +60%
HA
23
Herold Advisors
New York
$544K 6,715 – –
RJA
24
Raymond James & Associates
Florida
$508K 6,267 +210 +3%
Bank of America
25
Bank of America
North Carolina
$422K 5,211 -310 -6%
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