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BNY Mellon US Small Cap Core Equity ETF

20 hedge funds and large institutions have $94.2M invested in BNY Mellon US Small Cap Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

1.09% more ownership

Funds ownership: 245.12%246.21% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $99.7M → $94.2M (-$5.49M)

13% less funds holding

Funds holding: 2320 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
-$3.02K -90 Closed

BKSE Hedge Fund Activity: Q1 2025 in Review

20 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q1 2025, worth a combined $94.2M — down 5.5% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKSE and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $1.32M. The largest seller was Bank of New York Mellon, cutting an estimated $801K.

  • 20 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q1 2025, down from 23 in Q4 2024.
  • Funds reported $94.2M of BNY Mellon US Small Cap Core Equity ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 3 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $1.32M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $801K sold.

Based on aggregated 13F filings for Q1 2025.