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BNY Mellon US Mid Cap Core Equity ETF

28 hedge funds and large institutions have $471M invested in BNY Mellon US Mid Cap Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

2.77% more ownership

Funds ownership: 281.15%283.92% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $488M → $471M (-$17.3M)

18% less funds holding

Funds holding: 3428 (-6)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$389M +$12M +354,348 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$42.8M -$10.9M -321,648 -19%
DWM
3
Diversify Wealth Management
Utah
$14.4M +$1.86M +54,951 +14%
GWM
4
Geneos Wealth Management
Colorado
$8.75M +$6.27M +185,106 +207%
DAS
5
Diversify Advisory Services
Utah
$4.8M +$1.09M +32,211 +26%
Bank of America
6
Bank of America
North Carolina
$2.24M +$2.12M +62,565 +803%
FTUS
7
Flow Traders U.S.
New York
$1.63M +$1.06M +31,311 +157%
ZF
8
Zhang Financial
Michigan
$1.17M
HF
9
HRT Financial
New York
$766K +$815K +24,060 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$682K +$168K +4,959 +30%
Morgan Stanley
11
Morgan Stanley
New York
$592K +$126K +3,717 +25%
SPA
12
Sentinel Pension Advisors
Massachusetts
$539K -$65.2K -1,923 -10%
LPL Financial
13
LPL Financial
California
$534K +$151K +4,464 +36%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$474K -$11.9K -351 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$453K +$21K +621 +5%
Goldman Sachs
16
Goldman Sachs
New York
$438K +$239K +7,047 +105%
CWA
17
Crux Wealth Advisors
California
$420K +$446K +13,170 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$410K -$13K -384 -3%
PS
19
Principal Securities
Iowa
$353K
Osaic Holdings
20
Osaic Holdings
Arizona
$267K +$2.44K +72 +0.9%
M&T Bank
21
M&T Bank
New York
$237K +$252K +7,425 New
KFI
22
Key Financial Inc
Pennsylvania
$227K +$72.8K +2,148 +43%
AI
23
Accredited Investors
Minnesota
$223K +$237K +6,993 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$91K +$6.4K +189 +7%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$59.5K

BKMC Hedge Fund Activity: Q1 2025 in Review

28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q1 2025, worth a combined $471M — down 3.5% from $488M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BKMC and 6 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 14 added.

The largest buyer was RPOA Advisors, adding an estimated $12M. The largest seller was Bank of New York Mellon, cutting an estimated $10.9M.

  • 28 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $471M of BNY Mellon US Mid Cap Core Equity ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 6 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q1 2025 and 10 closed out, a net change of -4 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q1 2025 was RPOA Advisors, an estimated $12M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.