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BNY Mellon US Mid Cap Core Equity ETF

37 hedge funds and large institutions have $302M invested in BNY Mellon US Mid Cap Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more funds holding

Funds holding: 3337 (+4)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

42.97% less ownership

Funds ownership: 94.88%51.91% (-43%)

48% less capital invested

Capital invested by funds: $580M → $302M (-$278M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$197M -$281M -2,451,556 -58%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$60.7M +$4.1M +35,792 +7%
FTUS
3
Flow Traders U.S.
New York
$9.5M +$4.93M +43,049 +100%
GWM
4
Geneos Wealth Management
Colorado
$7.67M +$150K +1,310 +2%
DWM
5
Diversify Wealth Management
Utah
$5.82M -$18.5M -161,795 -76%
Goldman Sachs
6
Goldman Sachs
New York
$4.13M +$2M +17,430 +87%
Bank of America
7
Bank of America
North Carolina
$2.82M -$966K -8,433 -25%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.48M -$33K -288 -2%
ZF
9
Zhang Financial
Michigan
$1.26M
Morgan Stanley
10
Morgan Stanley
New York
$1.07M +$504K +4,400 +83%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.05M +$70.2K +613 +7%
SF
12
Symphony Financial
Texas
$936K +$133K +1,158 +16%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$831K -$4.92K -43 -0.6%
SPA
14
Sentinel Pension Advisors
Massachusetts
$802K
KFI
15
Key Financial Inc
Pennsylvania
$800K +$366K +3,196 +79%
Financial Engines Advisors
16
Financial Engines Advisors
California
$768K +$31.3K +273 +4%
LPL Financial
17
LPL Financial
California
$640K +$122K +1,062 +22%
CWA
18
Crux Wealth Advisors
California
$588K -$55.5K -485 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$575K -$2.63K -23 -0.4%
SFS
20
Sunrise Financial Services
Washington
$553K -$1.49K -13 -0.3%
IAS
21
Insigneo Advisory Services
Florida
$547K -$1.03K -9 -0.2%
Citadel Advisors
22
Citadel Advisors
Florida
$533K +$553K +4,834 New
PS
23
Principal Securities
Iowa
$386K -$916 -8 -0.2%
KF
24
Krilogy Financial
Missouri
$267K +$263K +2,301 New
EH
25
Equitable Holdings
New York
$264K +$278K +2,427 New