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BNY Mellon Core Bond ETF
BKAG

76 hedge funds and large institutions have $1.85B invested in BNY Mellon Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

1% more funds holding

Funds holding: 75 → 76 (+1)

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$18.6M)

3.47% less ownership

Funds ownership: 96.18% → 92.7% (-3.5%)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
12
Increased
39
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWA
Carolina Wealth Advisors
South Carolina
+$12.4M
2
RA
RPOA Advisors
Texas
+$10.1M
3
WFL
Wealth Forward LLC
North Dakota
+$8.43M
4
ACA
Aptus Capital Advisors
Alabama
+$6M
5
TWM
Tanager Wealth Management
United Kingdom
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.56M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.46M
3
UAG
United Advisor Group
Ohio
-$1.41M
4
Bank of America
Bank of America
North Carolina
-$1.27M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.29M -$1.16M -27,522 -21%
SLC
27
Second Line Capital
Louisiana
$3.91M +$89.5K +2,123 +2%
SF
28
Symphony Financial
Texas
$3.79M +$363K +8,598 +11%
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.5M +$3.47M +82,238 New
FTUS
30
Flow Traders U.S.
New York
$3.47M +$3.44M +81,521 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.29M +$1.69K +40 +0.1%
SPA
32
Sentinel Pension Advisors
Massachusetts
$2.77M -$627K -14,862 -19%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2M -$556K -13,190 -22%
ASN
34
Advisory Services Network
Georgia
$1.89M +$338K +8,019 +22%
LPT
35
Legacy Private Trust
Wisconsin
$1.73M – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.64M -$4.56M -108,247 -74%
Raymond James Financial
37
Raymond James Financial
Florida
$1.62M +$724K +17,179 +82%
BWM
38
BankPlus Wealth Management
Mississippi
$1.6M +$77.2K +1,830 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$1.43M -$878K -20,831 -38%
ZF
40
Zhang Financial
Michigan
$1.24M -$24.5K -582 -2%
FTS
41
Fifth Third Securities
Ohio
$1.22M +$1.39K +33 +0.1%
MPW
42
Magnolia Private Wealth
Pennsylvania
$1.18M +$473K +11,210 +68%
PAS
43
Park Avenue Securities
New York
$1.1M +$459K +10,897 +73%
CFO
44
Collective Family Office
Pennsylvania
$1.07M +$334K +7,930 +46%
DAS
45
Dynamic Advisor Solutions
Arizona
$971K -$177K -4,206 -16%
SA
46
Sanctuary Advisors
Indiana
$843K -$181K -4,285 -18%
SWP
47
Stratos Wealth Partners
Ohio
$530K +$73.6K +1,745 +16%
HCA
48
Harbour Capital Advisors
Virginia
$529K -$431K -10,225 -45%
FFA
49
Farther Finance Advisors
California
$525K +$481K +11,415 +1,263%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$471K +$17.5K +414 +4%
1
2
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BKAG Hedge Fund Activity: Q3 2025 in Review

76 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2025, worth a combined $1.85B — up 1% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKAG positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Carolina Wealth Advisors, adding an estimated $12.4M. The largest seller was Susquehanna International Group, cutting an estimated $4.56M.

  • 76 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $1.85B of BNY Mellon Core Bond ETF stock for Q3 2025, up 1% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Core Bond ETF positions in Q3 2025 and 10 closed out, a net change of +2 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q3 2025 was Carolina Wealth Advisors, an estimated $12.4M added.
  • The largest BNY Mellon Core Bond ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2025.