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BNY Mellon US Mid Cap Core Equity ETF

23 hedge funds and large institutions have $412M invested in BNY Mellon US Mid Cap Core Equity ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

758% more capital invested

Capital invested by funds: $48M → $412M (+$364M)

221.34% more ownership

Funds ownership: 34.63%255.97% (+221%)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

44% more funds holding

Funds holding: 1623 (+7)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$349M +$316M +11,534,988 New
Bank of New York Mellon
2
Bank of New York Mellon
New York
$37.8M +$2.57M +93,753 +8%
DI
3
DFPG Investments
Utah
$12.7M +$816K +29,751 +7%
IWC
4
Integrated Wealth Concepts
Massachusetts
$4.11M +$3.04M +110,832 +441%
FTUS
5
Flow Traders U.S.
New York
$2.39M +$2.16M +78,939 New
GWM
6
Geneos Wealth Management
Colorado
$2.13M +$132K +4,818 +7%
ZF
7
Zhang Financial
Michigan
$1.19M -$110K -4,005 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$484K +$439K +16,002 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$407K +$68.8K +2,508 +23%
Morgan Stanley
10
Morgan Stanley
New York
$382K +$225K +8,223 +186%
PS
11
Principal Securities
Iowa
$317K +$287K +10,470 New
TC
12
TownSquare Capital
Utah
$242K -$105K -3,834 -32%
DZ Bank
13
DZ Bank
Germany
$230K +$208K +7,602 New
Osaic Holdings
14
Osaic Holdings
Arizona
$218K +$40.7K +1,485 +26%
Bank of America
15
Bank of America
North Carolina
$189K -$109K -3,963 -39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$180K +$163K +5,946 New
BTI
17
Blue Trust Inc
Georgia
$153K +$157K +5,712 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$72.6K +$65.8K +2,400 New
UBS Group
19
UBS Group
Switzerland
$64.4K -$165K -6,036 -74%
KFP
20
Keener Financial Planning
Texas
$58K +$52.3K +1,908 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$13.3K +$12.1K +441 New
ASN
22
Advisory Services Network
Georgia
$12.4K +$11.3K +411 New
TRCT
23
Tower Research Capital (TRC)
New York
$1.63K -$12.7K -465 -90%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.01M -37,560 Closed
LPL Financial
25
LPL Financial
California
-$239K -8,907 Closed

BKMC Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q4 2023, worth a combined $412M — up 758% from $48M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKMC positions and 4 closed out — a net gain of 7 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $3.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.

  • 23 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $412M of BNY Mellon US Mid Cap Core Equity ETF stock for Q4 2023, up 758% quarter-over-quarter.
  • 11 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q4 2023 and 4 closed out, a net change of +7 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $3.04M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2023.