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BNY Mellon US Large Cap Core Equity ETF

118 hedge funds and large institutions have $2.76B invested in BNY Mellon US Large Cap Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,450% more call options, than puts

Call options by funds: $426K | Put options by funds: $12K

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

18% more funds holding

Funds holding: 100118 (+18)

9% more capital invested

Capital invested by funds: $2.55B → $2.76B (+$219M)

3.3% less ownership

Funds ownership: 240.42%237.11% (-3.3%)

Holders
118
Holders Change
+18
Holders Change %
+18%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
26
Increased
42
Reduced
31
Closed
8
Calls
$426K
Puts
$12K
Net Calls
+$414K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.51B -$34.2M -939,189 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$287M +$27.9M +766,014 +12%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$213M -$136M -3,734,232 -41%
SPA
4
Sentinel Pension Advisors
Massachusetts
$101M +$1.83M +50,202 +2%
SMM
5
Stadion Money Management
Georgia
$86M -$5.45M -149,406 -6%
TI
6
Tidal Investments
Wisconsin
$65.4M -$8.83M -242,232 -13%
GAG
7
GM Advisory Group
New York
$53.6M +$3.86M +105,957 +8%
Ameriprise
8
Ameriprise
Minnesota
$43.2M +$2.03M +55,785 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$36.5M +$3.79M +103,980 +13%
ZF
10
Zhang Financial
Michigan
$36.1M +$2.52M +69,009 +8%
JFG
11
JDM Financial Group
Texas
$27.8M +$2.39M +65,442 +10%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$27.3M +$24.3M +667,068 +2,869%
LPL Financial
13
LPL Financial
California
$21.5M -$16.7M -458,715 -46%
ACA
14
Aptus Capital Advisors
Alabama
$21.2M +$15.1M +413,796 +335%
Osaic Holdings
15
Osaic Holdings
Arizona
$19.4M +$645K +17,694 +4%
WCM
16
WealthBridge Capital Management
Ohio
$16.7M +$915K +25,107 +6%
MOS
17
MGO One Seven
Ohio
$15.6M -$1.61M -44,241 -10%
JP Morgan Chase
18
JP Morgan Chase
New York
$13.3M +$10.4M +283,911 +539%
Morgan Stanley
19
Morgan Stanley
New York
$13.1M +$8.84M +242,574 +275%
KAS
20
Kestra Advisory Services
Texas
$11.6M -$270K -7,401 -2%
Two Sigma Investments
21
Two Sigma Investments
New York
$10.7M +$9.91M +271,800 New
AP
22
Advisors Preferred
Maryland
$10.6M
UBS Group
23
UBS Group
Switzerland
$9.25M +$503K +13,785 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.84M +$3.13M +85,902 +62%
KFP
25
KMG Fiduciary Partners
Ohio
$7.98M +$311K +8,517 +4%

BKLC Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Large Cap Core Equity ETF (BKLC) for Q2 2025, worth a combined $2.76B — up 8.6% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BKLC positions and 8 closed out — a net gain of 18 holders — while 42 added to existing stakes and 31 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $27.9M. The largest seller was Bank of New York Mellon, cutting an estimated $136M.

  • 118 institutional investors held BNY Mellon US Large Cap Core Equity ETF (BKLC) as of Q2 2025, up from 100 in Q1 2025.
  • Funds reported $2.76B of BNY Mellon US Large Cap Core Equity ETF stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 26 funds opened new BNY Mellon US Large Cap Core Equity ETF positions in Q2 2025 and 8 closed out, a net change of +18 holders.
  • The largest BNY Mellon US Large Cap Core Equity ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $27.9M added.
  • The largest BNY Mellon US Large Cap Core Equity ETF seller in Q2 2025 was Bank of New York Mellon, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.