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BNY Mellon US Large Cap Core Equity ETF

74 hedge funds and large institutions have $2.18B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $2B → $2.18B (+$180M)

1% more funds holding

Funds holding: 7374 (+1)

0.76% more ownership

Funds ownership: 81.2%81.96% (+0.76%)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
36
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.44B -$23.4M -222,505 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$221M +$24.9M +236,711 +13%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$131M +$8.18M +77,836 +7%
SPA
4
Sentinel Pension Advisors
Massachusetts
$87.3M +$3.26M +31,024 +4%
SMM
5
Stadion Money Management
Georgia
$84.3M +$3.03M +28,853 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$27.9M +$24.8M +236,012 +1,268%
GAG
7
GM Advisory Group
New York
$23.3M -$901K -8,569 -4%
ZF
8
Zhang Financial
Michigan
$21.6M -$148K -1,411 -0.7%
JFG
9
JDM Financial Group
Texas
$20M +$19M +181,162 +9,856%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.5M -$430K -4,093 -3%
MOS
11
MGO One Seven
Ohio
$15.8M +$114K +1,086 +0.8%
WCM
12
WealthBridge Capital Management
Ohio
$12.9M +$1.8M +17,144 +17%
KAS
13
Kestra Advisory Services
Texas
$10.3M +$1.34M +12,779 +16%
AP
14
Advisors Preferred
Maryland
$9.7M +$1.45M +13,800 +18%
UBS Group
15
UBS Group
Switzerland
$6.41M +$436K +4,144 +8%
KFP
16
KMG Fiduciary Partners
Ohio
$6.37M +$4.79M +45,538 +362%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$5.19M +$93.5K +889 +2%
DZ Bank
18
DZ Bank
Germany
$5.11M -$608K -5,787 -11%
LPL Financial
19
LPL Financial
California
$4.35M +$732K +6,961 +21%
Morgan Stanley
20
Morgan Stanley
New York
$3.75M -$529K -5,032 -13%
KWM
21
Kingsview Wealth Management
Oregon
$3.2M +$5.47K +52 +0.2%
DK
22
David Kennon
Florida
$1.88M +$60.3K +574 +3%
WFL
23
Wealth Forward LLC
North Dakota
$1.82M +$532K +5,059 +44%
CAAM
24
Cornerstone Advisors Asset Management
Pennsylvania
$1.57M
SA
25
Sanctuary Advisors
Indiana
$1.56M +$1.44M +13,673 New