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BNY Mellon US Large Cap Core Equity ETF

89 hedge funds and large institutions have $2.54B invested in BNY Mellon US Large Cap Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

20% more funds holding

Funds holding: 7489 (+15)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more capital invested

Capital invested by funds: $2.18B → $2.54B (+$353M)

0.54% less ownership

Funds ownership: 81.96%81.42% (-0.54%)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
20
Increased
36
Reduced
19
Closed
4
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.45B -$18.2M -161,721 -1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M +$225M +1,996,678 +167%
IWC
3
Integrated Wealth Concepts
Massachusetts
$226M -$484K -4,306 -0.2%
SPA
4
Sentinel Pension Advisors
Massachusetts
$91.6M +$2.39M +21,260 +3%
SMM
5
Stadion Money Management
Georgia
$89.4M +$2.98M +26,491 +3%
GAG
6
GM Advisory Group
New York
$41.6M +$17.8M +158,324 +74%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$29.8M +$1.26M +11,170 +4%
ZF
8
Zhang Financial
Michigan
$26M +$3.91M +34,756 +18%
JFG
9
JDM Financial Group
Texas
$21.5M +$958K +8,515 +5%
LPL Financial
10
LPL Financial
California
$16.6M +$12.2M +108,378 +273%
MOS
11
MGO One Seven
Ohio
$16.3M +$127K +1,129 +0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.2M -$729K -6,478 -4%
Two Sigma Investments
13
Two Sigma Investments
New York
$14.8M +$14.9M +132,500 New
WCM
14
WealthBridge Capital Management
Ohio
$14.6M +$1.45M +12,894 +11%
KAS
15
Kestra Advisory Services
Texas
$11.1M +$528K +4,692 +5%
AP
16
Advisors Preferred
Maryland
$10M
UBS Group
17
UBS Group
Switzerland
$9.14M +$2.6M +23,080 +39%
ACA
18
Aptus Capital Advisors
Alabama
$9.07M +$8.26M +73,417 +980%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.96M +$1.65M +14,700 +31%
KFP
20
KMG Fiduciary Partners
Ohio
$6.92M +$409K +3,636 +6%
DZ Bank
21
DZ Bank
Germany
$5.23M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.85M +$3.37M +29,920 +225%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.46M +$3.4M +30,185 +313%
Morgan Stanley
24
Morgan Stanley
New York
$3.87M +$30.5K +271 +0.8%
IA
25
IFP Advisors
Florida
$3.41M +$2.69M +23,900 +367%

BKLC Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q4 2024, worth a combined $2.54B — up 16% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BKLC positions and 4 closed out — a net gain of 16 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $225M. The largest seller was RPOA Advisors, cutting an estimated $18.2M.

  • 89 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $2.54B of BNY Mellon US Large Cap Core Equity ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 20 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $225M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q4 2024 was RPOA Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2024.