BNY Mellon Core Bond ETF
BKAG
32 hedge funds and large institutions have $378M invested in BNY Mellon Core Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
23% more funds holding
Funds holding: 26 → 32 (+6)
2.51% more ownership
Funds ownership: 93.08% → 95.59% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less capital invested
Capital invested by funds: $380M → $378M (-$1.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$26.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.99M |
| 3 |
Jane Street
New York
|
+$3.49M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.29M |
| 5 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$49.4M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$12M |
| 3 |
ZF
Zhang Financial
Portage,
Michigan
|
-$1.72M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.4M |
| 5 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $68.6K | +$31.5K | +744 | +87% |
|
27
UBS Group
Zurich,
Switzerland
| $65.6K | +$20.5K | +484 | +46% |
|
|
SL
28
Savior LLC
Wellesley Hills,
Massachusetts
| $49.2K | +$6.52K | +154 | +15% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $17.8K | +$9.83K | +232 | +125% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14.5K | +$14.4K | +340 | New |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $13.8K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.78K | +$2.75K | +65 | New |
|
|
TPA
33
Trivium Point Advisory
Westport,
Connecticut
| – | -$1.26M | -29,696 | Closed |
|
|
WI
34
WBI Investments
Red Bank,
New Jersey
| – | -$408K | -9,810 | Closed |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| – | -$94K | -1,887 | Closed |
|
BKAG Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q1 2023, worth a combined $378M — down 0.32% from $380M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BKAG positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $26.8M. The largest seller was Integrated Wealth Concepts, cutting an estimated $49.4M.
- 32 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q1 2023, up from 26 in Q4 2022.
- Funds reported $378M of BNY Mellon Core Bond ETF stock for Q1 2023, down 0.32% quarter-over-quarter.
- 9 funds opened new BNY Mellon Core Bond ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
- The largest BNY Mellon Core Bond ETF buyer in Q1 2023 was Stadion Money Management, an estimated $26.8M added.
- The largest BNY Mellon Core Bond ETF seller in Q1 2023 was Integrated Wealth Concepts, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2023.