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BNY Mellon US Small Cap Core Equity ETF

24 hedge funds and large institutions have $31M invested in BNY Mellon US Small Cap Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

9% more funds holding

Funds holding: 2224 (+2)

11% less capital invested

Capital invested by funds: $34.9M → $31M (-$3.96M)

23.71% less ownership

Funds ownership: 179.44%155.72% (-24%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
5
Closed
2
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
$14.6M -$3.99M -107,253 -22%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.65M +$79.6K +2,139 +2%
LPL Financial
3
LPL Financial
California
$2.15M +$76.8K +2,064 +4%
Citadel Advisors
4
Citadel Advisors
Florida
$1.82M +$20.3K +546 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.03M +$123K +3,297 +14%
IWC
6
Integrated Wealth Concepts
Massachusetts
$822K -$11.8K -318 -1%
Bank of America
7
Bank of America
North Carolina
$679K +$82.2K +2,208 +14%
CWA
8
Crux Wealth Advisors
California
$652K -$9.27K -249 -1%
SF
9
Symphony Financial
Texas
$648K +$43K +1,155 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$640K +$12.1K +324 +2%
SPA
11
Sentinel Pension Advisors
Massachusetts
$631K +$100K +2,688 +19%
PAS
12
Park Avenue Securities
New York
$617K +$125K +3,354 +26%
Osaic Holdings
13
Osaic Holdings
Arizona
$536K -$9.27K -249 -2%
Morgan Stanley
14
Morgan Stanley
New York
$403K -$359K -9,642 -47%
PS
15
Principal Securities
Iowa
$331K +$3.91K +105 +1%
FTWA
16
Fifth Third Wealth Advisors
Ohio
$271K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$225K
EFG
18
Elm3 Financial Group
Georgia
$200K +$199K +5,346 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.72K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.69K +153 New
CA
21
CoreCap Advisors
Michigan
$3.71K +$3.68K +99 New
TFA
22
Toth Financial Advisory
Virginia
$1.35K +$1.34K +36 New
HI
23
Harbour Investments
Wisconsin
$787
Wells Fargo
24
Wells Fargo
California
$87
FTUS
25
Flow Traders U.S.
New York
-$1.15M -31,338 Closed

BKSE Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q4 2025, worth a combined $31M — down 11% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKSE positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Elm3 Financial Group, opening a new position worth an estimated $199K. The largest seller was Bank of New York Mellon, cutting an estimated $3.99M.

  • 24 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $31M of BNY Mellon US Small Cap Core Equity ETF stock for Q4 2025, down 11% quarter-over-quarter.
  • 4 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q4 2025 was Elm3 Financial Group, an estimated $199K added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q4 2025 was Bank of New York Mellon, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2025.