BNY Mellon US Large Cap Core Equity ETF
BKLC
66 hedge funds and large institutions have $1.9B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
22% more funds holding
Funds holding: 54 → 66 (+12)
10% more capital invested
Capital invested by funds: $1.73B → $1.9B (+$177M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8.47% less ownership
Funds ownership: 252.77% → 244.3% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$25.4M |
| 2 |
Bank of New York Mellon
New York
|
+$4.81M |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$1.71M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.51M |
| 5 |
DK
David Kennon
Sarasota,
Florida
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RPOA Advisors
Plano,
Texas
|
-$21.5M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$7.06M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$5.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.45M |
| 5 |
Morgan Stanley
New York
|
-$3.95M |
BKLC Hedge Fund Activity: Q1 2024 in Review
66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q1 2024, worth a combined $1.9B — up 10% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BKLC positions and 2 closed out — a net gain of 13 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $25.4M. The largest seller was RPOA Advisors, cutting an estimated $21.5M.
- 66 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $1.9B of BNY Mellon US Large Cap Core Equity ETF stock for Q1 2024, up 10% quarter-over-quarter.
- 15 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q1 2024 and 2 closed out, a net change of +13 holders.
- The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q1 2024 was Integrated Wealth Concepts, an estimated $25.4M added.
- The largest BNY Mellon US Large Cap Core Equity ETF seller in Q1 2024 was RPOA Advisors, an estimated $21.5M sold.
Based on aggregated 13F filings for Q1 2024.