BNY Mellon US Mid Cap Core Equity ETF
BKMC
28 hedge funds and large institutions have $471M invested in BNY Mellon US Mid Cap Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 10 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
2.77% more ownership
Funds ownership: 281.15% → 283.92% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $488M → $471M (-$17.3M)
18% less funds holding
Funds holding: 34 → 28 (-6)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RPOA Advisors
Plano,
Texas
|
+$12M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$6.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.12M |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$1.86M |
| 5 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$10.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.66M |
| 3 |
SF
Symphony Financial
Houston,
Texas
|
-$744K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$455K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
26
SVB Wealth
Boston,
Massachusetts
| $30.1K | +$32K | +945 | New |
|
|
27
UBS Group
Zurich,
Switzerland
| $17.9K | -$276K | -8,142 | -94% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $1.72K | +$1.83K | +54 | New |
|
29
Wells Fargo
San Francisco,
California
| $32 | -$102 | -3 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$1.66M | -48,876 | Closed |
|
|
SF
31
Symphony Financial
Houston,
Texas
| – | -$744K | -20,880 | Closed |
|
|
KPWS
32
Kestra Private Wealth Services
Austin,
Texas
| – | -$455K | -13,449 | Closed |
|
|
PIMG
33
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$203K | -6,000 | Closed |
|
34
Barclays
London,
United Kingdom
| – | -$68.3K | -2,016 | Closed |
|
|
T
35
Transce3nd
Kyle,
Texas
| – | -$38.1K | -1,125 | Closed |
|
|
RFG
36
REAP Financial Group
Austin,
Texas
| – | -$24.1K | -711 | Closed |
|
|
NA
37
NewEdge Advisors
New Orleans,
Louisiana
| – | -$18.3K | -540 | Closed |
|
|
FHA
38
First Horizon Advisors
Memphis,
Tennessee
| – | -$4.83K | -141 | Closed |
|
BKMC Hedge Fund Activity: Q1 2025 in Review
28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q1 2025, worth a combined $471M — down 3.5% from $488M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BKMC and 6 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 14 added.
The largest buyer was RPOA Advisors, adding an estimated $12M. The largest seller was Bank of New York Mellon, cutting an estimated $10.9M.
- 28 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q1 2025, down from 34 in Q4 2024.
- Funds reported $471M of BNY Mellon US Mid Cap Core Equity ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
- 6 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q1 2025 and 10 closed out, a net change of -4 holders.
- The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q1 2025 was RPOA Advisors, an estimated $12M added.
- The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2025.