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BNY Mellon Core Bond ETF
BKAG

48 hedge funds and large institutions have $1.67B invested in BNY Mellon Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

14% more funds holding

Funds holding: 42 → 48 (+6)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $1.65B → $1.67B (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.12% less ownership

Funds ownership: 95.39% → 94.27% (-1.1%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
17
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$63M
2
RA
RPOA Advisors
Texas
+$40M
3
OMC
Old Mission Capital
Illinois
+$8.62M
4
GAG
GM Advisory Group
New York
+$5.43M
5
TWM
Tanager Wealth Management
United Kingdom
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
SPA
Sentinel Pension Advisors
Massachusetts
-$36.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.1M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$7.02M
4
SMM
Stadion Money Management
Georgia
-$6.56M
5
ASN
Advisory Services Network
Georgia
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$1.2M -$5.19K -126 -0.4%
Citadel Advisors
27
Citadel Advisors
Florida
$1.1M -$1.5M -36,456 -58%
UBS Group
28
UBS Group
Switzerland
$968K -$38K -922 -4%
MWM
29
Maripau Wealth Management
Indiana
$712K +$708K +17,179 New
FTS
30
Fifth Third Securities
Ohio
$695K +$434K +10,523 +168%
UAG
31
United Advisor Group
Ohio
$649K +$348K +8,433 +116%
SA
32
Sanctuary Advisors
Indiana
$533K +$539K +13,082 New
HF
33
HRT Financial
New York
$494K +$492K +11,932 New
Wells Fargo
34
Wells Fargo
California
$394K -$48.8K -1,185 -11%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$328K +$326K +7,911 New
NA
36
NewEdge Advisors
Louisiana
$313K +$311K +7,545 New
TSS
37
Two Sigma Securities
New York
$312K +$311K +7,539 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$277K +$2.97K +72 +1%
NRI
39
NFP Retirement Inc
California
$268K -$32.1K -779 -11%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$256K +$255K +6,190 New
AI
41
Atria Investments
North Carolina
$253K +$252K +6,113 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$217K +$17.1K +416 +9%
PS
43
Principal Securities
Iowa
$85.2K – – –
CAS
44
Coppell Advisory Solutions
Texas
$25.4K +$25.3K +613 New
TWP
45
Triad Wealth Partners
Kansas
$23.1K +$23K +558 New
FHC
46
First Heartland Consultants
Missouri
$8.8K +$316K +7,671 +4%
NEAM
47
New England Asset Management
Connecticut
$4.14K +$4.12K +100 New
HI
48
Harbour Investments
Wisconsin
$2.07K – – –
ASN
49
Advisory Services Network
Georgia
– -$2.92M -69,763 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$1.46M -34,893 Closed
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BKAG Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q2 2024, worth a combined $1.67B — up 1.2% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKAG positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $63M. The largest seller was Sentinel Pension Advisors, cutting an estimated $36.3M.

  • 48 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $1.67B of BNY Mellon Core Bond ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Core Bond ETF positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q2 2024 was Bank of America, an estimated $63M added.
  • The largest BNY Mellon Core Bond ETF seller in Q2 2024 was Sentinel Pension Advisors, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.