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BNY Mellon Core Bond ETF
BKAG

42 hedge funds and large institutions have $1.59B invested in BNY Mellon Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more capital invested

Capital invested by funds: $481M → $1.59B (+$1.11B)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

14% more funds holding

Funds holding: 37 → 42 (+5)

2.08% more ownership

Funds ownership: 93.54% → 95.62% (+2.1%)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.61%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
11
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$39.6M
2
SMM
Stadion Money Management
Georgia
+$5.6M
3
Morgan Stanley
Morgan Stanley
New York
+$4.85M
4
CTC
Central Trust Company
Missouri
+$2.48M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.9M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$7.96M
4
FP
Fiduciary Planning
Florida
-$5.03M
5
ACA
Aptus Capital Advisors
Alabama
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$594K +$569K +13,983 New
FTUS
27
Flow Traders U.S.
New York
$521K +$499K +12,261 New
PWA
28
Pillar Wealth Advisors
Pennsylvania
$455K – – –
Ameriprise
29
Ameriprise
Minnesota
$336K +$322K +7,907 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$278K +$2.52K +62 +1%
NRI
31
NFP Retirement Inc
California
$258K +$40.5K +994 +20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$243K +$233K +5,720 New
UBS Group
33
UBS Group
Switzerland
$236K -$9.16K -225 -4%
LPT
34
Legacy Private Trust
Wisconsin
$214K -$274K -6,731 -57%
CWM
35
Compass Wealth Management
Connecticut
$199K +$191K +4,690 New
KFP
36
Keener Financial Planning
Texas
$171K +$164K +4,024 New
PS
37
Principal Securities
Iowa
$87.4K +$83.7K +2,056 New
SIS
38
Sound Income Strategies
Florida
$75K +$71.9K +1,766 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$58.3K – – –
CAS
40
Coppell Advisory Solutions
Texas
$44.1K +$42.3K +1,039 New
NEAM
41
New England Asset Management
Connecticut
$4.25K – – –
HI
42
Harbour Investments
Wisconsin
$2.13K – – –
FP
43
Fiduciary Planning
Florida
– -$5.03M -124,728 Closed
Jane Street
44
Jane Street
New York
– -$3M -74,378 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
– -$328K -8,142 Closed
RFG
46
RFP Financial Group
Georgia
– -$117K -2,898 Closed
AWM
47
Atticus Wealth Management
Florida
– -$55K -1,365 Closed
SL
48
Savior LLC
Massachusetts
– -$46.5K -1,153 Closed
1
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BKAG Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2023, worth a combined $1.59B — up 231% from $481M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKAG positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $39.6M. The largest seller was Bank of America, cutting an estimated $25.6M.

  • 42 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2023, up from 37 in Q3 2023.
  • Funds reported $1.59B of BNY Mellon Core Bond ETF stock for Q4 2023, up 231% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Core Bond ETF positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $39.6M added.
  • The largest BNY Mellon Core Bond ETF seller in Q4 2023 was Bank of America, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2023.