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BNY Mellon US Small Cap Core Equity ETF

25 hedge funds and large institutions have $102M invested in BNY Mellon US Small Cap Core Equity ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2025 (+5)

8% more capital invested

Capital invested by funds: $94.2M → $102M (+$7.49M)

2.01% more ownership

Funds ownership: 246.21%248.22% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.33%
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
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$63.2M -$2.65M -85,254 -4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$21.7M -$1.98M -63,627 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.02M +$95.4K +3,069 +3%
FTUS
4
Flow Traders U.S.
New York
$2.23M +$1.61M +51,864 +342%
LPL Financial
5
LPL Financial
California
$1.64M -$520K -16,731 -25%
VF
6
Virtu Financial
New York
$1.64M +$1.53M +49,215 New
Morgan Stanley
7
Morgan Stanley
New York
$1.04M +$644K +20,694 +196%
Optiver Holding
8
Optiver Holding
Netherlands
$799K +$746K +24,000 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$732K +$31.3K +1,008 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$642K +$599K +19,266 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$641K +$173K +5,571 +41%
CWA
12
Crux Wealth Advisors
California
$519K +$67.1K +2,157 +16%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$490K -$28.1K -903 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$486K +$46.3K +1,488 +11%
Bank of America
15
Bank of America
North Carolina
$438K +$4.01K +129 +1%
SPA
16
Sentinel Pension Advisors
Massachusetts
$402K +$93 +3 +0%
PS
17
Principal Securities
Iowa
$292K -$840 -27 -0.3%
PAS
18
Park Avenue Securities
New York
$270K +$252K +8,118 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$200K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$140K +$112K +3,600 +585%
Raymond James Financial
21
Raymond James Financial
Florida
$81K +$75.7K +2,433 New
UBS Group
22
UBS Group
Switzerland
$14.8K +$13.8K +444 New
TIM
23
Total Investment Management
Arizona
$6.27K +$5.88K +189 New
HI
24
Harbour Investments
Wisconsin
$699
Wells Fargo
25
Wells Fargo
California
$94

BKSE Hedge Fund Activity: Q2 2025 in Review

25 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q2 2025, worth a combined $102M — up 7.9% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKSE positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.61M. The largest seller was RPOA Advisors, cutting an estimated $2.65M.

  • 25 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $102M of BNY Mellon US Small Cap Core Equity ETF stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 7 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $1.61M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q2 2025 was RPOA Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2025.