BNY Mellon US Small Cap Core Equity ETF
BKSE
14 hedge funds and large institutions have $22.1M invested in BNY Mellon US Small Cap Core Equity ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
5% less capital invested
Capital invested by funds: $23.2M → $22.1M (-$1.09M)
4.91% less ownership
Funds ownership: 71.22% → 66.32% (-4.9%)
7% less funds holding
Funds holding: 15 → 14 (-1)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.58M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$236K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$96.2K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$25.9K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$937K |
| 4 |
Bank of New York Mellon
New York
|
-$453K |
| 5 |
LWM
Lyell Wealth Management
Menlo Park,
California
|
-$53.2K |
BKSE Hedge Fund Activity: Q4 2022 in Review
14 of the 6,239 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q4 2022, worth a combined $22.1M — down 4.7% from $23.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BKSE and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $1.58M. The largest seller was LPL Financial, cutting an estimated $2.08M.
- 14 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q4 2022, down from 15 in Q3 2022.
- Funds reported $22.1M of BNY Mellon US Small Cap Core Equity ETF stock for Q4 2022, down 4.7% quarter-over-quarter.
- 1 fund opened new BNY Mellon US Small Cap Core Equity ETF positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q4 2022 was Morgan Stanley, an estimated $1.58M added.
- The largest BNY Mellon US Small Cap Core Equity ETF seller in Q4 2022 was LPL Financial, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2022.