BNY Mellon Core Bond ETF
BKAG
26 hedge funds and large institutions have $380M invested in BNY Mellon Core Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
13% more capital invested
Capital invested by funds: $336M → $380M (+$43.3M)
0.65% more ownership
Funds ownership: 92.43% → 93.08% (+0.65%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$26.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.28M |
| 3 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$4.04M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.88M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.44M |
| 2 |
ZF
Zhang Financial
Portage,
Michigan
|
-$3M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$762K |
| 4 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$440K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$294K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $7.7K | +$7.68K | +185 | New |
|
|
27
Jane Street
New York
| – | -$4.44M | -107,292 | Closed |
|
|
SOS
28
Silver Oak Securities
Jackson,
Tennessee
| – | -$762K | -18,912 | Closed |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$294K | -7,107 | Closed |
|
30
Mercer Global Advisors
Denver,
Colorado
| – | -$249K | -6,014 | Closed |
|
|
AFS
31
Annapolis Financial Services
Annapolis,
Maryland
| – | -$26K | -617 | Closed |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$22K | -542 | Closed |
|
BKAG Hedge Fund Activity: Q4 2022 in Review
26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2022, worth a combined $380M — up 13% from $336M a quarter earlier.
Fund positioning in BKAG was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 6 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $26.4M. The largest seller was Jane Street, exiting entirely with an estimated $4.44M sold.
- 26 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $380M of BNY Mellon Core Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 6 funds opened new BNY Mellon Core Bond ETF positions in Q4 2022 and 6 closed out, a net change of 0 holders.
- The largest BNY Mellon Core Bond ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $26.4M added.
- The largest BNY Mellon Core Bond ETF seller in Q4 2022 was Jane Street, an estimated $4.44M sold.
Based on aggregated 13F filings for Q4 2022.