BNY Mellon US Small Cap Core Equity ETF
BKSE
13 hedge funds and large institutions have $31M invested in BNY Mellon US Small Cap Core Equity ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
1.02% less ownership
Funds ownership: 32.49% → 31.47% (-1%)
7% less funds holding
Funds holding: 14 → 13 (-1)
9% less capital invested
Capital invested by funds: $34.2M → $31M (-$3.21M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$143K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$121K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$36.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.76M |
| 2 |
Bank of New York Mellon
New York
|
-$1.25M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$335K |
| 4 |
LPL Financial
San Diego,
California
|
-$166K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$13.7K |
BKSE Hedge Fund Activity: Q3 2023 in Review
13 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q3 2023, worth a combined $31M — down 9.4% from $34.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BKSE and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.57M. The largest seller was Morgan Stanley, cutting an estimated $1.76M.
- 13 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q3 2023, down from 14 in Q2 2023.
- Funds reported $31M of BNY Mellon US Small Cap Core Equity ETF stock for Q3 2023, down 9.4% quarter-over-quarter.
- 1 fund opened new BNY Mellon US Small Cap Core Equity ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $1.57M added.
- The largest BNY Mellon US Small Cap Core Equity ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2023.