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BNY Mellon US Mid Cap Core Equity ETF

16 hedge funds and large institutions have $48M invested in BNY Mellon US Mid Cap Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $42.2M → $48M (+$5.85M)

7% more funds holding

Funds holding: 1516 (+1)

6.48% more ownership

Funds ownership: 28.15%34.63% (+6.5%)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$30.9M -$2.32M -82,668 -7%
DI
2
DFPG Investments
Utah
$10.5M +$11.3M +403,980 New
GWM
3
Geneos Wealth Management
Colorado
$1.76M +$68.4K +2,439 +4%
ZF
4
Zhang Financial
Michigan
$1.16M -$33.5K -1,194 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.01M -$202K -7,215 -16%
IWC
6
Integrated Wealth Concepts
Massachusetts
$674K +$11.9K +426 +2%
TC
7
TownSquare Capital
Utah
$317K +$332K +11,841 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$293K +$9.42K +336 +3%
Bank of America
9
Bank of America
North Carolina
$273K +$179K +6,369 +166%
LPL Financial
10
LPL Financial
California
$239K -$25.2K -900 -9%
UBS Group
11
UBS Group
Switzerland
$219K +$213K +7,593 +1,325%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$218K +$228K +8,136 New
Osaic Holdings
13
Osaic Holdings
Arizona
$153K +$81.3K +2,898 +102%
Morgan Stanley
14
Morgan Stanley
New York
$118K +$34.2K +1,218 +38%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$117K +$77.1K +2,748 +168%
TRCT
16
Tower Research Capital (TRC)
New York
$13.9K +$14.6K +519 New
FTUS
17
Flow Traders U.S.
New York
-$1.12M -39,573 Closed
FPCP
18
Fort Point Capital Partners
California
-$201K -7,125 Closed
Wells Fargo
19
Wells Fargo
California
-$13.5K -480 Closed

BKMC Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q3 2023, worth a combined $48M — up 14% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKMC positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was DFPG Investments, opening a new position worth an estimated $11.3M. The largest seller was Bank of New York Mellon, cutting an estimated $2.32M.

  • 16 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q3 2023, up from 15 in Q2 2023.
  • Funds reported $48M of BNY Mellon US Mid Cap Core Equity ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 4 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q3 2023 was DFPG Investments, an estimated $11.3M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q3 2023 was Bank of New York Mellon, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2023.