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BNY Mellon US Small Cap Core Equity ETF
BKSE

15 hedge funds and large institutions have $29.5M invested in BNY Mellon US Small Cap Core Equity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

34% more capital invested

Capital invested by funds: $22.1M → $29.5M (+$7.41M)

7% more funds holding

Funds holding: 14 → 15 (+1)

107.4% less ownership

Funds ownership: 198.95% → 91.55% (-107%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.05M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.8M
3
UBS Group
UBS Group
Switzerland
+$212K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$178K
5
Morgan Stanley
Morgan Stanley
New York
+$84.8K

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$20K
2
Bank of America
Bank of America
North Carolina
-$9.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$21.6M +$2.8M +101,589 +15%
FTUS
2
Flow Traders U.S.
New York
$3M +$3.05M +110,904 New
Morgan Stanley
3
Morgan Stanley
New York
$1.92M +$84.8K +3,081 +5%
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.1M +$178K +6,450 +19%
Bank of America
5
Bank of America
North Carolina
$376K -$9.17K -333 -2%
LPL Financial
6
LPL Financial
California
$343K +$56.2K +2,040 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$285K +$16.8K +609 +6%
LWM
8
Lyell Wealth Management
California
$277K +$991 +36 +0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$267K – – –
UBS Group
10
UBS Group
Switzerland
$232K +$212K +7,707 +908%
Osaic Holdings
11
Osaic Holdings
Arizona
$78.4K +$21.1K +768 +36%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$60K +$60.5K +2,196 New
Wells Fargo
13
Wells Fargo
California
$13K – – –
BAM
14
Belpointe Asset Management
Nevada
$8.05K – – –
SL
15
Savior LLC
Massachusetts
$976 – – –
IA
16
IFP Advisors
Florida
– -$20K -1,038 Closed

BKSE Hedge Fund Activity: Q1 2023 in Review

15 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q1 2023, worth a combined $29.5M — up 34% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BKSE positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.05M. The largest seller was IFP Advisors, exiting entirely with an estimated $20K sold.

  • 15 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $29.5M of BNY Mellon US Small Cap Core Equity ETF stock for Q1 2023, up 34% quarter-over-quarter.
  • 2 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $3.05M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q1 2023 was IFP Advisors, an estimated $20K sold.

Based on aggregated 13F filings for Q1 2023.