We are live on ! Find out more
BKLC icon

BNY Mellon US Large Cap Core Equity ETF

73 hedge funds and large institutions have $2B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

11% more funds holding

Funds holding: 6673 (+7)

5% more capital invested

Capital invested by funds: $1.9B → $2B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.23% less ownership

Funds ownership: 81.43%81.2% (-0.23%)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
33
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.38B -$32.8M -329,936 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$185M +$33.5M +336,487 +23%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$116M -$19.2M -193,240 -15%
SPA
4
Sentinel Pension Advisors
Massachusetts
$79.4M +$847K +8,514 +1%
SMM
5
Stadion Money Management
Georgia
$76.8M -$5.37M -53,986 -7%
GAG
6
GM Advisory Group
New York
$23M +$22.1M +221,590 New
ZF
7
Zhang Financial
Michigan
$20.6M -$122K -1,226 -0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.1M +$969K +9,731 +7%
MOS
9
MGO One Seven
Ohio
$14.8M +$14.2M +142,877 New
WCM
10
WealthBridge Capital Management
Ohio
$10.4M +$591K +5,933 +6%
KAS
11
Kestra Advisory Services
Texas
$8.43M +$3.03M +30,437 +60%
AP
12
Advisors Preferred
Maryland
$7.87M +$1.57M +15,800 +26%
UBS Group
13
UBS Group
Switzerland
$5.64M -$684K -6,870 -11%
DZ Bank
14
DZ Bank
Germany
$5.44M -$10.5M -105,292 -67%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.82M +$4.41M +44,315 +2,043%
Morgan Stanley
16
Morgan Stanley
New York
$4.08M +$731K +7,345 +23%
LPL Financial
17
LPL Financial
California
$3.39M +$433K +4,347 +15%
Jane Street
18
Jane Street
New York
$3.27M +$3.13M +31,489 New
KWM
19
Kingsview Wealth Management
Oregon
$3.02M +$2.9M +29,124 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.6M +$771K +7,743 +45%
FTUS
21
Flow Traders U.S.
New York
$2.33M +$151K +1,517 +7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$1.72M +17,275 +1,284%
DK
23
David Kennon
Florida
$1.72M +$162K +1,629 +11%
Wells Fargo
24
Wells Fargo
California
$1.59M -$145K -1,461 -9%
CAAM
25
Cornerstone Advisors Asset Management
Pennsylvania
$1.48M

BKLC Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q2 2024, worth a combined $2B — up 5.3% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BKLC positions and 7 closed out — a net gain of 9 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $33.5M. The largest seller was RPOA Advisors, cutting an estimated $32.8M.

  • 73 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $2B of BNY Mellon US Large Cap Core Equity ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 16 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q2 2024 and 7 closed out, a net change of +9 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $33.5M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q2 2024 was RPOA Advisors, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2024.