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BNY Mellon US Small Cap Core Equity ETF

13 hedge funds and large institutions have $129M invested in BNY Mellon US Small Cap Core Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

66.26% more ownership

Funds ownership: 192.84%259.1% (+66%)

34% more capital invested

Capital invested by funds: $96.5M → $129M (+$32.8M)

18% more funds holding

Funds holding: 1113 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$69.3M +$6.71M +207,168 +11%
TIM
2
Total Investment Management
Arizona
$49.1M +$25.6M +790,806 +108%
FTUS
3
Flow Traders U.S.
New York
$7.39M -$929K -28,719 -11%
Citadel Advisors
4
Citadel Advisors
Florida
$1.14M
Bank of America
5
Bank of America
North Carolina
$802K +$584K +18,054 +262%
IWC
6
Integrated Wealth Concepts
Massachusetts
$602K +$81.2K +2,508 +15%
LWM
7
Lyell Wealth Management
California
$412K +$413K +12,750 New
LPL Financial
8
LPL Financial
California
$372K +$374K +11,550 New
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$2.43K -75 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$39K +$22.1K +684 +133%
UBS Group
11
UBS Group
Switzerland
$16K +$291 +9 +2%
FAG
12
Fortitude Advisory Group
Washington
$11K +$10.8K +333 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2K +$2.43K +75 New
Jane Street
14
Jane Street
New York
-$2.06M -65,733 Closed
HF
15
HRT Financial
New York
-$588K -18,825 Closed

BKSE Hedge Fund Activity: Q4 2021 in Review

13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q4 2021, worth a combined $129M — up 34% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKSE positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Total Investment Management, adding an estimated $25.6M. The largest seller was Jane Street, exiting entirely with an estimated $2.06M sold.

  • 13 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q4 2021, up from 11 in Q3 2021.
  • Funds reported $129M of BNY Mellon US Small Cap Core Equity ETF stock for Q4 2021, up 34% quarter-over-quarter.
  • 4 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q4 2021 was Total Investment Management, an estimated $25.6M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q4 2021 was Jane Street, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2021.