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BNY Mellon Core Bond ETF

89 hedge funds and large institutions have $1.85B invested in BNY Mellon Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 8689 (+3)

1% less capital invested

Capital invested by funds: $1.87B → $1.85B (-$19.1M)

2.45% less ownership

Funds ownership: 90.96%88.51% (-2.4%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
11
Increased
52
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$5.43M -$202K -4,763 -4%
Raymond James Financial
27
Raymond James Financial
Florida
$5.19M +$3.3M +77,701 +172%
SF
28
Symphony Financial
Texas
$4.85M +$804K +18,940 +20%
EH
29
Equitable Holdings
New York
$4.62M +$252K +5,944 +6%
SLC
30
Second Line Capital
Louisiana
$4.37M +$381K +8,965 +9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.3M +$1.14M +26,918 +36%
SWA
32
Sightline Wealth Advisors
Connecticut
$4.18M +$2.16M +50,908 +106%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.73M +$209K +4,914 +6%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.27M -$130K -3,054 -4%
ASN
35
Advisory Services Network
Georgia
$2.75M +$502K +11,829 +22%
WS
36
Wilian Securities
Minnesota
$2.68M +$709K +16,706 +36%
NA
37
NewEdge Advisors
Louisiana
$2.57M +$1.71M +40,369 +196%
MHS
38
M Holdings Securities
Oregon
$2.36M +$683K +16,079 +40%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.29M +$523K +12,304 +29%
SPA
40
Sentinel Pension Advisors
Massachusetts
$2.19M -$26.6K -626 -1%
CFO
41
Collective Family Office
Pennsylvania
$1.88M +$294K +6,924 +18%
PAS
42
Park Avenue Securities
New York
$1.72M +$1.73M +40,815 New
BWM
43
BankPlus Wealth Management
Mississippi
$1.71M +$86.8K +2,043 +5%
LPT
44
Legacy Private Trust
Wisconsin
$1.63M -$82.2K -1,935 -5%
SFS
45
Stiles Financial Services
Minnesota
$1.39M +$81.1K +1,909 +6%
FTS
46
Fifth Third Securities
Ohio
$1.33M +$80.4K +1,894 +6%
Jane Street
47
Jane Street
New York
$1.24M -$2.77M -65,190 -69%
VA
48
VestGen Advisors
Illinois
$1.21M +$1.22M +28,813 New
Goldman Sachs
49
Goldman Sachs
New York
$1.18M -$2.41M -56,828 -67%
EP
50
E6 Portfolios
Utah
$1.18M +$270K +6,367 +30%

BKAG Hedge Fund Activity: Q1 2026 in Review

89 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q1 2026, worth a combined $1.85B — down 1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKAG positions and 8 closed out — a net gain of 3 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $105M. The largest seller was RPOA Advisors, cutting an estimated $226M.

  • 89 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $1.85B of BNY Mellon Core Bond ETF stock for Q1 2026, down 1% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Core Bond ETF positions in Q1 2026 and 8 closed out, a net change of +3 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q1 2026 was Bank of New York Mellon, an estimated $105M added.
  • The largest BNY Mellon Core Bond ETF seller in Q1 2026 was RPOA Advisors, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2026.