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BNY Mellon US Large Cap Core Equity ETF

125 hedge funds and large institutions have $3.26B invested in BNY Mellon US Large Cap Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

18% more capital invested

Capital invested by funds: $2.76B → $3.26B (+$493M)

6% more funds holding

Funds holding: 118125 (+7)

4.79% less ownership

Funds ownership: 79.04%74.25% (-4.8%)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
1.64%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
45
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.72B +$87.3M +709,557 +6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$330M +$18M +145,916 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M -$27.2M -221,308 -12%
MMFA
4
Main Management Fund Advisors
California
$128M +$123M +997,910 New
SPA
5
Sentinel Pension Advisors
Massachusetts
$109M -$78.9K -641 -0.1%
SMM
6
Stadion Money Management
Georgia
$89.9M -$3.29M -26,715 -4%
TI
7
Tidal Investments
Wisconsin
$86.5M +$15M +121,683 +22%
Ameriprise
8
Ameriprise
Minnesota
$85.3M +$35M +284,120 +78%
GAG
9
GM Advisory Group
New York
$66.5M +$8.01M +65,116 +14%
ZF
10
Zhang Financial
Michigan
$39.6M +$409K +3,327 +1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$39M -$465K -3,776 -1%
JFG
12
JDM Financial Group
Texas
$29.9M -$314K -2,553 -1%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$29.2M -$283K -2,300 -1%
ACA
14
Aptus Capital Advisors
Alabama
$25.4M +$2.27M +18,414 +10%
LPL Financial
15
LPL Financial
California
$22.7M -$616K -5,005 -3%
WCM
16
WealthBridge Capital Management
Ohio
$18.2M +$98.7K +802 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$17.9M -$2.3M -18,716 -11%
MOS
18
MGO One Seven
Ohio
$17.4M +$404K +3,284 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$13.8M -$588K -4,777 -4%
Morgan Stanley
20
Morgan Stanley
New York
$12.8M -$1.27M -10,305 -9%
KAS
21
Kestra Advisory Services
Texas
$12.6M +$4.55K +37 +0%
AP
22
Advisors Preferred
Maryland
$11.5M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.1M +$1.42M +11,542 +15%
UBS Group
24
UBS Group
Switzerland
$10.5M +$416K +3,379 +4%
CWA
25
Carolina Wealth Advisors
South Carolina
$9.91M +$9.39M +76,288 +8,533%