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BNY Mellon Core Bond ETF
BKAG

57 hedge funds and large institutions have $2.02B invested in BNY Mellon Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

20% more capital invested

Capital invested by funds: $1.67B → $2.02B (+$343M)

19% more funds holding

Funds holding: 48 → 57 (+9)

6.15% more ownership

Funds ownership: 94.27% → 100.42% (+6.2%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
13
Increased
23
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$124M
2
RA
RPOA Advisors
Texas
+$46.1M
3
GAG
GM Advisory Group
New York
+$8.29M
4
CTC
Central Trust Company
Missouri
+$4.81M
5
SAW
Signal Advisors Wealth
Michigan
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$49.3M
2
Bank of America
Bank of America
North Carolina
-$13.5M
3
OMC
Old Mission Capital
Illinois
-$8.66M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.64M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Maripau Wealth Management
Indiana
$1.8M +$1.05M +24,627 +143%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.8M +$1.77M +41,625 New
FTUS
28
Flow Traders U.S.
New York
$1.47M -$1.47M -34,435 -50%
SOS
29
Silver Oak Securities
Tennessee
$1.42M +$68.1K +1,600 +5%
ZF
30
Zhang Financial
Michigan
$1.36M -$172K -4,040 -11%
DAS
31
Dynamic Advisor Solutions
Arizona
$1.25M – – –
SA
32
Sanctuary Advisors
Indiana
$1.21M +$682K +16,026 +123%
UBS Group
33
UBS Group
Switzerland
$997K -$11.3K -265 -1%
Citadel Advisors
34
Citadel Advisors
Florida
$734K -$408K -9,580 -36%
SHFP
35
Second Half Financial Partners
Florida
$650K +$641K +15,073 New
HWM
36
HB Wealth Management
Georgia
$617K +$609K +14,300 New
SF
37
Symphony Financial
Texas
$616K +$605K +14,221 New
FTS
38
Fifth Third Securities
Ohio
$575K -$147K -3,466 -21%
UAG
39
United Advisor Group
Ohio
$521K -$153K -3,599 -23%
Wells Fargo
40
Wells Fargo
California
$456K +$44.9K +1,056 +11%
BW
41
BIP Wealth
Georgia
$385K +$380K +8,928 New
TSS
42
Two Sigma Securities
New York
$324K -$1.7K -40 -0.5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$303K +$76.2K +1,791 +34%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$303K +$35.3K +829 +13%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$291K +$2.98K +70 +1%
AI
46
Atria Investments
North Carolina
$270K +$6.51K +153 +3%
ARC
47
Advisor Resource Council
Texas
$266K +$263K +6,171 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$256K +$253K +5,937 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$218K -$122K -2,858 -36%
PS
50
Principal Securities
Iowa
$88.7K – – –
1
2
3

BKAG Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2024, worth a combined $2.02B — up 20% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKAG positions and 4 closed out — a net gain of 9 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $124M. The largest seller was Bank of New York Mellon, cutting an estimated $49.3M.

  • 57 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $2.02B of BNY Mellon Core Bond ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Core Bond ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q3 2024 was Brookstone Capital Management, an estimated $124M added.
  • The largest BNY Mellon Core Bond ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $49.3M sold.

Based on aggregated 13F filings for Q3 2024.