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BNY Mellon US Small Cap Core Equity ETF

22 hedge funds and large institutions have $34.9M invested in BNY Mellon US Small Cap Core Equity ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

12% less funds holding

Funds holding: 2522 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

66% less capital invested

Capital invested by funds: $102M → $34.9M (-$66.8M)

68.78% less ownership

Funds ownership: 248.22%179.44% (-69%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
10
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18.3M -$5.42M -154,374 -24%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.48M +$44.7K +1,272 +1%
LPL Financial
3
LPL Financial
California
$2.03M +$208K +5,934 +12%
Citadel Advisors
4
Citadel Advisors
Florida
$1.76M +$1M +28,602 +148%
FTUS
5
Flow Traders U.S.
New York
$1.15M -$1.25M -35,688 -53%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$887K +$172K +4,911 +26%
IWC
7
Integrated Wealth Concepts
Massachusetts
$817K +$9.37K +267 +1%
Morgan Stanley
8
Morgan Stanley
New York
$749K -$381K -10,866 -35%
CWA
9
Crux Wealth Advisors
California
$648K +$72K +2,052 +13%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$615K +$72K +2,052 +14%
Bank of America
11
Bank of America
North Carolina
$583K +$96K +2,736 +21%
SF
12
Symphony Financial
Texas
$582K +$561K +15,987 New
Osaic Holdings
13
Osaic Holdings
Arizona
$522K -$1.79K -51 -0.3%
SPA
14
Sentinel Pension Advisors
Massachusetts
$519K +$72.9K +2,076 +17%
PAS
15
Park Avenue Securities
New York
$482K +$175K +4,995 +62%
PS
16
Principal Securities
Iowa
$320K -$1.58K -45 -0.5%
FTWA
17
Fifth Third Wealth Advisors
Ohio
$265K +$254K +7,224 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$220K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.57K -$141K -4,008 -95%
RFP
20
Root Financial Partners
California
$5.51K +$5.27K +150 New
HI
21
Harbour Investments
Wisconsin
$771
Wells Fargo
22
Wells Fargo
California
$95
RA
23
RPOA Advisors
Texas
-$63.2M -1,899,051 Closed
VF
24
Virtu Financial
New York
-$1.64M -49,215 Closed
Optiver Holding
25
Optiver Holding
Netherlands
-$799K -24,000 Closed

BKSE Hedge Fund Activity: Q3 2025 in Review

22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q3 2025, worth a combined $34.9M — down 66% from $102M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKSE and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, adding an estimated $1M. The largest seller was RPOA Advisors, exiting entirely with an estimated $63.2M sold.

  • 22 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q3 2025, down from 25 in Q2 2025.
  • Funds reported $34.9M of BNY Mellon US Small Cap Core Equity ETF stock for Q3 2025, down 66% quarter-over-quarter.
  • 3 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q3 2025 and 6 closed out, a net change of -3 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q3 2025 was Citadel Advisors, an estimated $1M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q3 2025 was RPOA Advisors, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2025.