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BNY Mellon US Small Cap Core Equity ETF

29 hedge funds and large institutions have $45.1M invested in BNY Mellon US Small Cap Core Equity ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

46% more capital invested

Capital invested by funds: $31M → $45.1M (+$14.1M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

26.87% more ownership

Funds ownership: 155.72%182.6% (+27%)

21% more funds holding

Funds holding: 2429 (+5)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
7
Closed
3
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
$19.4M +$4.75M +121,173 +31%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.59M -$120K -3,048 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$3.98M +$4.11M +104,889 New
Goldman Sachs
4
Goldman Sachs
New York
$2.6M +$2.69M +68,601 New
LPL Financial
5
LPL Financial
California
$2.09M -$90K -2,295 -4%
KAS
6
Kestra Advisory Services
Texas
$1.53M +$1.58M +40,242 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.24M +$202K +5,163 +19%
Bank of America
8
Bank of America
North Carolina
$1.07M +$391K +9,963 +55%
FTUS
9
Flow Traders U.S.
New York
$989K +$1.02M +26,040 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$887K +$56.4K +1,437 +7%
PAS
11
Park Avenue Securities
New York
$824K +$205K +5,238 +32%
SF
12
Symphony Financial
Texas
$748K +$110K +2,796 +16%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$730K +$84.2K +2,148 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$677K -$1.2M -30,594 -63%
SPA
15
Sentinel Pension Advisors
Massachusetts
$639K
CWA
16
Crux Wealth Advisors
California
$623K -$38.7K -987 -6%
Morgan Stanley
17
Morgan Stanley
New York
$548K +$144K +3,675 +34%
Osaic Holdings
18
Osaic Holdings
Arizona
$540K -$3.18K -81 -0.6%
PS
19
Principal Securities
Iowa
$334K -$588 -15 -0.2%
FTWA
20
Fifth Third Wealth Advisors
Ohio
$274K
AI
21
Accredited Investors
Minnesota
$233K +$241K +6,144 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$228K
EFG
23
Elm3 Financial Group
Georgia
$209K +$5.88K +150 +3%
NS
24
NBC Securities
Alabama
$19.7K +$20.4K +519 New
UBS Group
25
UBS Group
Switzerland
$18.2K +$18.8K +480 New

BKSE Hedge Fund Activity: Q1 2026 in Review

29 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon US Small Cap Core Equity ETF (BKSE) for Q1 2026, worth a combined $45.1M — up 46% from $31M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKSE positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $4.75M. The largest seller was Citadel Advisors, cutting an estimated $1.2M.

  • 29 institutional investors held BNY Mellon US Small Cap Core Equity ETF (BKSE) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $45.1M of BNY Mellon US Small Cap Core Equity ETF stock for Q1 2026, up 46% quarter-over-quarter.
  • 8 funds opened new BNY Mellon US Small Cap Core Equity ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest BNY Mellon US Small Cap Core Equity ETF buyer in Q1 2026 was Bank of New York Mellon, an estimated $4.75M added.
  • The largest BNY Mellon US Small Cap Core Equity ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2026.