We are live on ! Find out more
BKSE icon

BNY Mellon US Small Cap Core Equity ETF

20 hedge funds and large institutions have $94.2M invested in BNY Mellon US Small Cap Core Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

1.09% more ownership

Funds ownership: 245.12%246.21% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $99.7M → $94.2M (-$5.49M)

13% less funds holding

Funds holding: 2320 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$61.7M +$1.12M +33,708 +2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$22.2M -$801K -24,084 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.66M +$460K +13,812 +13%
LPL Financial
4
LPL Financial
California
$2.06M +$1.32M +39,543 +149%
IWC
5
Integrated Wealth Concepts
Massachusetts
$652K +$8.09K +243 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$485K +$135K +4,050 +35%
FTUS
7
Flow Traders U.S.
New York
$471K -$20.6K -618 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$425K +$27.5K +828 +6%
CWA
9
Crux Wealth Advisors
California
$418K +$447K +13,437 New
Osaic Holdings
10
Osaic Holdings
Arizona
$408K +$2.4K +72 +0.6%
Bank of America
11
Bank of America
North Carolina
$405K +$67K +2,013 +18%
SPA
12
Sentinel Pension Advisors
Massachusetts
$375K
Morgan Stanley
13
Morgan Stanley
New York
$329K -$56.6K -1,701 -14%
PS
14
Principal Securities
Iowa
$295K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$187K
SW
16
SVB Wealth
Massachusetts
$49.9K +$53.4K +1,605 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$19.1K
AG
18
AmeriFlex Group
Nevada
$11.2K +$1.1K +33 +10%
HI
19
Harbour Investments
Wisconsin
$653 +$699 +21 New
Wells Fargo
20
Wells Fargo
California
$86
Citadel Advisors
21
Citadel Advisors
Florida
-$334K -9,936 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$331K -9,852 Closed
UBS Group
23
UBS Group
Switzerland
-$10.7K -318 Closed
T
24
Transce3nd
Texas
-$6.75K -201 Closed
RFG
25
REAP Financial Group
Texas
-$4.03K -120 Closed

BKSE Hedge Fund Activity: Q1 2025 in Review

20 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q1 2025, worth a combined $94.2M — down 5.5% from $99.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKSE and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $1.32M. The largest seller was Bank of New York Mellon, cutting an estimated $801K.

  • 20 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q1 2025, down from 23 in Q4 2024.
  • Funds reported $94.2M of BNY Mellon US Small Cap Core Equity ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 3 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $1.32M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $801K sold.

Based on aggregated 13F filings for Q1 2025.