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BNY Mellon US Large Cap Core Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

4.44% less ownership

Funds ownership: 20.71%16.27% (-4.4%)

5% less funds holding

Funds holding: 3836 (-2)

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)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$97M -$63.5M -759,675 -39%
IWC
2
Integrated Wealth Concepts
Massachusetts
$74.4M +$2.27M +27,102 +3%
SPA
3
Sentinel Pension Advisors
Massachusetts
$57.7M -$763K -9,126 -1%
ZF
4
Zhang Financial
Michigan
$15.8M +$111K +1,332 +0.7%
WCM
5
WealthBridge Capital Management
Ohio
$4.95M +$490K +5,865 +11%
DZ Bank
6
DZ Bank
Germany
$3.23M +$3.34M +39,931 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.17M +$1.27M +15,239 +64%
LPL Financial
8
LPL Financial
California
$3M +$83.9K +1,004 +3%
KAS
9
Kestra Advisory Services
Texas
$2.83M +$1.41M +16,846 +93%
AP
10
Advisors Preferred
Maryland
$1.84M +$1.9M +22,693 New
Morgan Stanley
11
Morgan Stanley
New York
$1.67M +$1.72M +20,600 +27,467%
Wells Fargo
12
Wells Fargo
California
$1.41M +$19.2K +230 +1%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$1.16M +$1.2M +14,300 New
FPCP
14
Fort Point Capital Partners
California
$1.03M +$6.1K +73 +0.6%
PWM
15
Pinnacle Wealth Management
California
$976K -$57.2K -684 -5%
Marshall Wace
16
Marshall Wace
United Kingdom
$910K +$940K +11,240 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$823K +$850K +10,164 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$798K -$250K -2,993 -23%
RIS
19
Retirement Income Solutions
Michigan
$777K
UBS Group
20
UBS Group
Switzerland
$667K +$409K +4,888 +146%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$610K +$14.6K +175 +2%
AWS
22
Atria Wealth Solutions
New York
$590K +$228K +2,730 +60%
HA
23
Herold Advisors
New York
$544K
RJA
24
Raymond James & Associates
Florida
$508K +$17.6K +210 +3%
Bank of America
25
Bank of America
North Carolina
$422K -$25.9K -310 -6%