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BNY Mellon US Mid Cap Core Equity ETF

34 hedge funds and large institutions have $488M invested in BNY Mellon US Mid Cap Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

21% more funds holding

Funds holding: 2834 (+6)

2% more capital invested

Capital invested by funds: $481M → $488M (+$7.37M)

0.21% less ownership

Funds ownership: 281.36%281.15% (-0.21%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
13
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$401M +$1.21M +34,743 +0.3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$56.3M +$9.89M +283,281 +21%
DWM
3
Diversify Wealth Management
Utah
$13.7M -$1.88M -53,805 -12%
DAS
4
Diversify Advisory Services
Utah
$4.11M -$2.28M -65,373 -35%
GWM
5
Geneos Wealth Management
Colorado
$3.03M +$7.75K +222 +0.2%
Citadel Advisors
6
Citadel Advisors
Florida
$1.66M +$624K +17,862 +58%
ZF
7
Zhang Financial
Michigan
$1.24M
SF
8
Symphony Financial
Texas
$744K +$497K +14,220 +214%
FTUS
9
Flow Traders U.S.
New York
$674K +$695K +19,905 New
SPA
10
Sentinel Pension Advisors
Massachusetts
$638K +$141K +4,026 +27%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$556K +$141K +4,035 +33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$516K +$9.95K +285 +2%
Morgan Stanley
13
Morgan Stanley
New York
$503K -$15.5K -444 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$460K
KPWS
15
Kestra Private Wealth Services
Texas
$455K +$470K +13,449 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$448K -$17.5K -501 -4%
LPL Financial
17
LPL Financial
California
$417K +$155K +4,431 +56%
PS
18
Principal Securities
Iowa
$353K -$1.78K -51 -0.5%
UBS Group
19
UBS Group
Switzerland
$295K +$107K +3,057 +54%
Osaic Holdings
20
Osaic Holdings
Arizona
$281K +$25.5K +729 +10%
Bank of America
21
Bank of America
North Carolina
$264K -$29.4K -843 -10%
Goldman Sachs
22
Goldman Sachs
New York
$227K -$181K -5,190 -44%
PIMG
23
Patriot Investment Management Group
Tennessee
$203K
KFI
24
Key Financial Inc
Pennsylvania
$168K +$50.3K +1,440 +41%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$90K +$48.5K +1,389 +109%

BKMC Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q4 2024, worth a combined $488M — up 1.5% from $481M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKMC positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.89M. The largest seller was Diversify Advisory Services, cutting an estimated $2.28M.

  • 34 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $488M of BNY Mellon US Mid Cap Core Equity ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 7 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $9.89M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q4 2024 was Diversify Advisory Services, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.