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BNY Mellon US Mid Cap Core Equity ETF

25 hedge funds and large institutions have $436M invested in BNY Mellon US Mid Cap Core Equity ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 2425 (+1)

0.61% more ownership

Funds ownership: 282.27%282.89% (+0.61%)

5% less capital invested

Capital invested by funds: $458M → $436M (-$21.6M)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$363M -$2.34M -74,385 -0.6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$41.4M -$87.2K -2,769 -0.2%
DWM
3
Diversify Wealth Management
Utah
$13.6M +$14M +443,970 New
DAS
4
Diversify Advisory Services
Utah
$7.62M -$8.02M -254,412 -51%
GWM
5
Geneos Wealth Management
Colorado
$2.64M +$149K +4,737 +6%
Goldman Sachs
6
Goldman Sachs
New York
$1.82M +$381K +12,084 +26%
ZF
7
Zhang Financial
Michigan
$1.22M -$14.8K -471 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$638K +$136K +4,305 +27%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$463K +$29.1K +924 +7%
Morgan Stanley
10
Morgan Stanley
New York
$441K +$187K +5,928 +73%
IWC
11
Integrated Wealth Concepts
Massachusetts
$431K -$4.02M -127,677 -90%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$427K +$428K +13,581 New
SPA
13
Sentinel Pension Advisors
Massachusetts
$406K +$407K +12,921 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$386K +$117K +3,717 +43%
TC
15
TownSquare Capital
Utah
$333K +$52.6K +1,671 +19%
PS
16
Principal Securities
Iowa
$329K
LPL Financial
17
LPL Financial
California
$284K +$54.1K +1,716 +23%
Osaic Holdings
18
Osaic Holdings
Arizona
$257K +$32.3K +1,026 +14%
Bank of America
19
Bank of America
North Carolina
$245K +$3.12K +99 +1%
DZ Bank
20
DZ Bank
Germany
$182K
KFI
21
Key Financial Inc
Pennsylvania
$93K +$93.3K +2,961 New
UBS Group
22
UBS Group
Switzerland
$70.9K +$61.5K +1,953 +645%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$51.2K +$8.7K +276 +20%
SWM
24
Sanctuary Wealth Management
Idaho
$21.9K +$21.9K +696 New
FHA
25
First Horizon Advisors
Tennessee
$4.45K

BKMC Hedge Fund Activity: Q2 2024 in Review

25 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q2 2024, worth a combined $436M — down 4.7% from $458M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BKMC positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $428K. The largest seller was Diversify Advisory Services, cutting an estimated $8.02M.

  • 25 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $436M of BNY Mellon US Mid Cap Core Equity ETF stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 5 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $428K added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q2 2024 was Diversify Advisory Services, an estimated $8.02M sold.

Based on aggregated 13F filings for Q2 2024.