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BNY Mellon US Mid Cap Core Equity ETF

24 hedge funds and large institutions have $458M invested in BNY Mellon US Mid Cap Core Equity ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

26.31% more ownership

Funds ownership: 255.97%282.27% (+26%)

11% more capital invested

Capital invested by funds: $412M → $458M (+$45.5M)

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$384M +$2.41M +78,156 +0.7%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$43.6M +$2.23M +72,279 +6%
DAS
3
Diversify Advisory Services
Utah
$16.4M +$15.5M +500,808 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$4.67M +$167K +5,421 +4%
GWM
5
Geneos Wealth Management
Colorado
$2.62M +$271K +8,772 +12%
Goldman Sachs
6
Goldman Sachs
New York
$1.52M +$1.42M +45,966 New
ZF
7
Zhang Financial
Michigan
$1.3M
Citadel Advisors
8
Citadel Advisors
Florida
$528K
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$456K +$11.2K +363 +3%
PS
10
Principal Securities
Iowa
$346K
TC
11
TownSquare Capital
Utah
$295K +$28.8K +933 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$283K +$265K +8,577 New
Morgan Stanley
13
Morgan Stanley
New York
$268K -$139K -4,518 -36%
Bank of America
14
Bank of America
North Carolina
$255K +$45.4K +1,473 +24%
EH
15
Equitable Holdings
New York
$243K +$227K +7,359 New
LPL Financial
16
LPL Financial
California
$242K +$226K +7,323 New
Osaic Holdings
17
Osaic Holdings
Arizona
$236K -$1.67K -54 -0.7%
FTUS
18
Flow Traders U.S.
New York
$231K -$2.22M -71,931 -91%
CAN
19
Cetera Advisor Networks
California
$201K +$188K +6,096 New
DZ Bank
20
DZ Bank
Germany
$191K -$56K -1,815 -24%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$79.3K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$44.7K +$28.1K +912 +207%
UBS Group
23
UBS Group
Switzerland
$10K -$56.4K -1,827 -86%
FHA
24
First Horizon Advisors
Tennessee
$4.66K +$4.35K +141 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$180K -5,946 Closed

BKMC Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q1 2024, worth a combined $458M — up 11% from $412M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKMC positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was RPOA Advisors, adding an estimated $2.41M. The largest seller was Flow Traders U.S., cutting an estimated $2.22M.

  • 24 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $458M of BNY Mellon US Mid Cap Core Equity ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 7 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q1 2024 was RPOA Advisors, an estimated $2.41M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q1 2024 was Flow Traders U.S., an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2024.