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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
AI
51
Atria Investments
North Carolina
$266K +$7.81K +186 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$255K -$34.8K -829 -12%
TVM
53
True Vision MN
Minnesota
$254K +$258K +6,137 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$245K +$250K +5,954 New
ASN
55
Advisory Services Network
Georgia
$219K +$223K +5,318 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$202K -$1.54M -36,721 -88%
BTD
57
BankPlus Trust Department
Mississippi
$200K +$204K +4,860 New
PS
58
Principal Securities
Iowa
$95.9K +$11.3K +270 +13%
PA
59
Parallel Advisors
California
$92.9K +$14.1K +335 +17%
RFG
60
REAP Financial Group
Texas
$68.4K +$69.6K +1,659 New
NA
61
NewEdge Advisors
Louisiana
$52.1K +$46.3K +1,104 +690%
AssetMark Inc
62
AssetMark Inc
California
$16.5K +$16.8K +401 New
CAS
63
Coppell Advisory Solutions
Texas
$15.7K -$168 -4 -1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$11K -$630 -15 -5%
HI
65
Harbour Investments
Wisconsin
$10.3K +$8.35K +199 +398%
NEAM
66
New England Asset Management
Connecticut
$4.12K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$165 +$168 +4 New
ARG
68
Advisory Resource Group
Oklahoma
-$8.79M -203,681 Closed
BW
69
BIP Wealth
Georgia
-$385K -8,928 Closed
TSS
70
Two Sigma Securities
New York
-$324K -7,499 Closed
ARC
71
Advisor Resource Council
Texas
-$266K -6,171 Closed

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.