BNY Mellon US Large Cap Core Equity ETF $BKLC is Principia Wealth Advisory LLC’s 5th Largest Position

Principia Wealth Advisory LLC increased its holdings in shares of BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC) by 69.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 69,497 shares of the company’s stock after purchasing an additional 28,576 shares during the quarter. BNY Mellon US Large Cap Core Equity ETF accounts for approximately 2.4% of Principia Wealth Advisory LLC’s portfolio, making the stock its 5th biggest position. Principia Wealth Advisory LLC owned about 0.18% of BNY Mellon US Large Cap Core Equity ETF worth $9,090,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Aptus Capital Advisors LLC lifted its holdings in shares of BNY Mellon US Large Cap Core Equity ETF by 10.3% in the 3rd quarter. Aptus Capital Advisors LLC now owns 197,517 shares of the company’s stock worth $25,357,000 after acquiring an additional 18,414 shares during the last quarter. Elevation Capital Advisory LLC acquired a new stake in BNY Mellon US Large Cap Core Equity ETF in the 4th quarter valued at approximately $1,872,000. Envestnet Asset Management Inc. raised its position in BNY Mellon US Large Cap Core Equity ETF by 15.5% in the third quarter. Envestnet Asset Management Inc. now owns 86,173 shares of the company’s stock valued at $11,063,000 after purchasing an additional 11,542 shares during the period. GM Advisory Group LLC raised its position in BNY Mellon US Large Cap Core Equity ETF by 14.4% in the third quarter. GM Advisory Group LLC now owns 517,958 shares of the company’s stock valued at $66,495,000 after purchasing an additional 65,116 shares during the period. Finally, UBS Group AG lifted its stake in BNY Mellon US Large Cap Core Equity ETF by 21.1% during the fourth quarter. UBS Group AG now owns 98,656 shares of the company’s stock worth $12,904,000 after purchasing an additional 17,207 shares in the last quarter.

BNY Mellon US Large Cap Core Equity ETF Stock Up 0.6%

BKLC opened at $144.68 on Friday. BNY Mellon US Large Cap Core Equity ETF has a 52 week low of $111.74 and a 52 week high of $144.79. The business has a fifty day simple moving average of $134.21 and a 200-day simple moving average of $132.06. The firm has a market cap of $5.56 billion, a P/E ratio of 25.44 and a beta of 1.02.

BNY Mellon US Large Cap Core Equity ETF Profile

The BNY Mellon US Large Cap Core Equity ETF (BKLC) is an exchange-traded fund that is based on the Morningstar U.S. Large Cap index, a market-cap-weighted index of large-cap stocks that represent the top 70% of the US equity market, in terms of capitalization. BKLC was launched on Apr 9, 2020 and is managed by BNY Mellon.