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BNY Mellon US Mid Cap Core Equity ETF

28 hedge funds and large institutions have $481M invested in BNY Mellon US Mid Cap Core Equity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

12% more funds holding

Funds holding: 2528 (+3)

10% more capital invested

Capital invested by funds: $436M → $481M (+$45M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.53% less ownership

Funds ownership: 282.89%281.36% (-1.5%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$401M +$8.49M +262,311 +2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$46.9M +$2M +61,767 +5%
DWM
3
Diversify Wealth Management
Utah
$15.6M +$488K +15,069 +3%
DAS
4
Diversify Advisory Services
Utah
$6.39M -$1.92M -59,286 -24%
GWM
5
Geneos Wealth Management
Colorado
$3.04M +$169K +5,214 +6%
ZF
6
Zhang Financial
Michigan
$1.25M -$64.8K -2,001 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.05M +$347K +10,707 +53%
Morgan Stanley
8
Morgan Stanley
New York
$520K +$40.2K +1,242 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$508K +$6.8K +210 +1%
SPA
10
Sentinel Pension Advisors
Massachusetts
$503K +$61.1K +1,887 +15%
IWC
11
Integrated Wealth Concepts
Massachusetts
$467K +$486 +15 +0.1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$462K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$421K +$3.21K +99 +0.8%
Goldman Sachs
14
Goldman Sachs
New York
$404K -$1.49M -46,152 -80%
TC
15
TownSquare Capital
Utah
$365K +$4.08K +126 +1%
PS
16
Principal Securities
Iowa
$356K
Bank of America
17
Bank of America
North Carolina
$293K +$26.6K +822 +11%
LPL Financial
18
LPL Financial
California
$268K -$37.8K -1,167 -13%
Osaic Holdings
19
Osaic Holdings
Arizona
$257K -$20K -618 -8%
SF
20
Symphony Financial
Texas
$226K +$216K +6,660 New
PIMG
21
Patriot Investment Management Group
Tennessee
$204K +$194K +6,000 New
UBS Group
22
UBS Group
Switzerland
$192K +$110K +3,390 +150%
KFI
23
Key Financial Inc
Pennsylvania
$120K +$18.6K +573 +19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$67.4K +$11.5K +354 +22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$43K +$41.1K +1,269 New

BKMC Hedge Fund Activity: Q3 2024 in Review

28 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q3 2024, worth a combined $481M — up 10% from $436M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKMC positions and 1 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was RPOA Advisors, adding an estimated $8.49M. The largest seller was Diversify Advisory Services, cutting an estimated $1.92M.

  • 28 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q3 2024, up from 25 in Q2 2024.
  • Funds reported $481M of BNY Mellon US Mid Cap Core Equity ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q3 2024 was RPOA Advisors, an estimated $8.49M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q3 2024 was Diversify Advisory Services, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2024.