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BNY Mellon Core Bond ETF

75 hedge funds and large institutions have $1.83B invested in BNY Mellon Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

12% more funds holding

Funds holding: 6775 (+8)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

0.49% less ownership

Funds ownership: 96.67%96.18% (-0.49%)

5% less capital invested

Capital invested by funds: $1.92B → $1.83B (-$88.6M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
0.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
17
Increased
25
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLC
26
Second Line Capital
Louisiana
$3.78M -$258K -6,188 -6%
SPA
27
Sentinel Pension Advisors
Massachusetts
$3.37M -$8.77M -210,466 -72%
SF
28
Symphony Financial
Texas
$3.37M +$3.35M +80,270 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.25M -$1.15M -27,666 -26%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.54M +$61.6K +1,477 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$2.3M -$2.54M -60,922 -53%
LPT
32
Legacy Private Trust
Wisconsin
$1.71M +$1.69M +40,536 New
ASN
33
Advisory Services Network
Georgia
$1.53M +$1.22M +29,327 +414%
BWM
34
BankPlus Wealth Management
Mississippi
$1.51M +$91.5K +2,194 +7%
UAG
35
United Advisor Group
Ohio
$1.41M +$38.4K +921 +3%
ZF
36
Zhang Financial
Michigan
$1.25M -$46.8K -1,122 -4%
FTS
37
Fifth Third Securities
Ohio
$1.2M +$246K +5,910 +26%
DAS
38
Dynamic Advisor Solutions
Arizona
$1.14M -$24.2K -581 -2%
SA
39
Sanctuary Advisors
Indiana
$1.02M -$52.9K -1,269 -5%
HCA
40
Harbour Capital Advisors
Virginia
$951K +$181K +4,340 +24%
Raymond James Financial
41
Raymond James Financial
Florida
$879K +$123K +2,939 +16%
CFO
42
Collective Family Office
Pennsylvania
$725K +$716K +17,183 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$693K +$685K +16,438 New
MPW
44
Magnolia Private Wealth
Pennsylvania
$693K
CWA
45
Carolina Wealth Advisors
South Carolina
$665K +$657K +15,755 New
GS
46
GTS Securities
New York
$637K +$630K +15,102 New
PAS
47
Park Avenue Securities
New York
$626K +$618K +14,830 New
SWP
48
Stratos Wealth Partners
Ohio
$452K +$154K +3,703 +53%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$449K +$177K +4,248 +66%
LCAM
50
London & Capital Asset Management
United Kingdom
$436K +$431K +10,343 New

BKAG Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q2 2025, worth a combined $1.83B — down 4.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BKAG positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $9.81M. The largest seller was RPOA Advisors, cutting an estimated $63.9M.

  • 75 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $1.83B of BNY Mellon Core Bond ETF stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Core Bond ETF positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q2 2025 was Aptus Capital Advisors, an estimated $9.81M added.
  • The largest BNY Mellon Core Bond ETF seller in Q2 2025 was RPOA Advisors, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2025.