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BNY Mellon US Mid Cap Core Equity ETF

34 hedge funds and large institutions have $580M invested in BNY Mellon US Mid Cap Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $572M → $580M (+$7.35M)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.16% less ownership

Funds ownership: 95.04%94.88% (-0.16%)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
5
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$462M +$775K +7,132 +0.2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$56.1M -$5.47M -50,373 -9%
DWM
3
Diversify Wealth Management
Utah
$24.5M +$5.25M +48,301 +29%
GWM
4
Geneos Wealth Management
Colorado
$7.43M +$225K +2,068 +3%
DAS
5
Diversify Advisory Services
Utah
$6.51M -$921K -8,479 -13%
FTUS
6
Flow Traders U.S.
New York
$4.7M +$1.43M +13,132 +44%
Bank of America
7
Bank of America
North Carolina
$3.7M -$54.1K -498 -1%
Goldman Sachs
8
Goldman Sachs
New York
$2.18M +$2.17M +20,023 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.49M -$75.7K -697 -5%
ZF
10
Zhang Financial
Michigan
$1.25M -$63.5K -585 -5%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.03M +$1.02M +9,423 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$974K -$51K -470 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$825K +$2.17K +20 +0.3%
SF
14
Symphony Financial
Texas
$818K +$43.2K +398 +6%
SPA
15
Sentinel Pension Advisors
Massachusetts
$792K +$101K +931 +15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$729K -$23.5K -216 -3%
CWA
17
Crux Wealth Advisors
California
$633K +$5K +46 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$576K +$41.4K +381 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$571K -$39.1K -360 -6%
SFS
20
Sunrise Financial Services
Washington
$547K +$545K +5,022 New
IAS
21
Insigneo Advisory Services
Florida
$541K +$539K +4,967 New
LPL Financial
22
LPL Financial
California
$516K -$23.7K -218 -4%
KFI
23
Key Financial Inc
Pennsylvania
$442K +$4.78K +44 +1%
PS
24
Principal Securities
Iowa
$382K +$7.17K +66 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$231K +$130K +1,195 +130%

BKMC Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Mid Cap Core Equity ETF (BKMC) for Q4 2025, worth a combined $580M — up 1.3% from $572M a quarter earlier.

Fund positioning in BKMC was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Diversify Wealth Management, adding an estimated $5.25M. The largest seller was Bank of New York Mellon, cutting an estimated $5.47M.

  • 34 institutional investors held BNY Mellon US Mid Cap Core Equity ETF (BKMC) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $580M of BNY Mellon US Mid Cap Core Equity ETF stock for Q4 2025, up 1.3% quarter-over-quarter.
  • 5 funds opened new BNY Mellon US Mid Cap Core Equity ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest BNY Mellon US Mid Cap Core Equity ETF buyer in Q4 2025 was Diversify Wealth Management, an estimated $5.25M added.
  • The largest BNY Mellon US Mid Cap Core Equity ETF seller in Q4 2025 was Bank of New York Mellon, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2025.