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BNY Mellon Core Bond ETF

67 hedge funds and large institutions have $1.86B invested in BNY Mellon Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

18% more funds holding

Funds holding: 5767 (+10)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3.59% less ownership

Funds ownership: 100.42%96.84% (-3.6%)

8% less capital invested

Capital invested by funds: $2.02B → $1.86B (-$156M)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.88%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
15
Increased
35
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.2M +$2.97M +70,691 +1,006%
LRWM
27
Lord & Richards Wealth Management
Colorado
$3.16M +$3.22M +76,641 New
FTUS
28
Flow Traders U.S.
New York
$2.66M +$1.28M +30,427 +90%
SF
29
Symphony Financial
Texas
$2.37M +$1.8M +42,949 +302%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.29M +$2.12M +50,502 +999%
WC
31
Waterloo Capital
Texas
$1.99M +$173K +4,119 +9%
SOS
32
Silver Oak Securities
Tennessee
$1.38M +$19.6K +467 +1%
ZF
33
Zhang Financial
Michigan
$1.29M -$6.46K -154 -0.5%
UAG
34
United Advisor Group
Ohio
$1.24M +$760K +18,112 +150%
BWM
35
BankPlus Wealth Management
Mississippi
$1.17M +$1.19M +28,332 New
DAS
36
Dynamic Advisor Solutions
Arizona
$1.17M -$27.3K -650 -2%
SA
37
Sanctuary Advisors
Indiana
$1.04M -$170K -4,058 -14%
UBS Group
38
UBS Group
Switzerland
$1.01M +$62.4K +1,487 +6%
OMC
39
Old Mission Capital
Illinois
$915K +$932K +22,199 New
SFG
40
SevenBridge Financial Group
Pennsylvania
$646K +$655K +15,600 New
SHFP
41
Second Half Financial Partners
Florida
$639K +$17.9K +427 +3%
Raymond James Financial
42
Raymond James Financial
Florida
$612K +$624K +14,859 New
MPW
43
Magnolia Private Wealth
Pennsylvania
$591K +$602K +14,340 New
HWM
44
HB Wealth Management
Georgia
$589K
FTS
45
Fifth Third Securities
Ohio
$557K +$8.35K +199 +1%
HCA
46
Harbour Capital Advisors
Virginia
$463K +$472K +11,235 New
PPC
47
Park Place Capital
Alabama
$399K +$345K +8,219 +563%
Wells Fargo
48
Wells Fargo
California
$390K -$47.2K -1,124 -11%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$350K +$356K +8,491 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$281K +$2.81K +67 +1%

BKAG Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2024, worth a combined $1.86B — down 7.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKAG positions and 4 closed out — a net gain of 11 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.6M. The largest seller was Talon Private Wealth, cutting an estimated $67.7M.

  • 67 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $1.86B of BNY Mellon Core Bond ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 15 funds opened new BNY Mellon Core Bond ETF positions in Q4 2024 and 4 closed out, a net change of +11 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $23.6M added.
  • The largest BNY Mellon Core Bond ETF seller in Q4 2024 was Talon Private Wealth, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2024.