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BNY Mellon US Small Cap Core Equity ETF

23 hedge funds and large institutions have $99.7M invested in BNY Mellon US Small Cap Core Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

44% more funds holding

Funds holding: 1623 (+7)

3% more capital invested

Capital invested by funds: $96.9M → $99.7M (+$2.8M)

0.28% more ownership

Funds ownership: 244.84%245.12% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
10
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$65.6M +$745K +21,486 +1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$24.9M +$2.44M +70,476 +11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.49M +$822K +23,703 +30%
LPL Financial
4
LPL Financial
California
$893K +$689K +19,878 +297%
IWC
5
Integrated Wealth Concepts
Massachusetts
$697K -$45.2K -1,305 -6%
FTUS
6
Flow Traders U.S.
New York
$530K -$1.9M -54,777 -78%
Osaic Holdings
7
Osaic Holdings
Arizona
$438K +$39K +1,125 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$432K +$8.63K +249 +2%
Morgan Stanley
9
Morgan Stanley
New York
$412K +$11K +318 +3%
SPA
10
Sentinel Pension Advisors
Massachusetts
$406K +$150K +4,335 +56%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$388K +$400K +11,553 New
Bank of America
12
Bank of America
North Carolina
$370K -$107K -3,093 -22%
Citadel Advisors
13
Citadel Advisors
Florida
$334K +$344K +9,936 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$331K -$135K -3,906 -28%
PS
15
Principal Securities
Iowa
$295K +$208 +6 +0.1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$202K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$20.6K +$8.53K +246 +67%
AG
18
AmeriFlex Group
Nevada
$11.4K +$11.3K +327 New
UBS Group
19
UBS Group
Switzerland
$10.7K +$11K +318 New
T
20
Transce3nd
Texas
$6.75K +$6.97K +201 New
RFG
21
REAP Financial Group
Texas
$4.03K +$4.16K +120 New
NA
22
NewEdge Advisors
Louisiana
$3.02K +$3.12K +90 New
Wells Fargo
23
Wells Fargo
California
$96

BKSE Hedge Fund Activity: Q4 2024 in Review

23 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q4 2024, worth a combined $99.7M — up 2.9% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKSE positions and 0 closed out — a net gain of 7 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.44M. The largest seller was Flow Traders U.S., cutting an estimated $1.9M.

  • 23 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $99.7M of BNY Mellon US Small Cap Core Equity ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 7 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $2.44M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.