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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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$432K +$427K +10,242 New
CW
52
CreativeOne Wealth
Kansas
$376K +$372K +8,921 New
Wells Fargo
53
Wells Fargo
California
$322K -$50.8K -1,219 -14%
SOS
54
Silver Oak Securities
Tennessee
$296K -$1.29M -30,864 -81%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$294K +$3.08K +74 +1%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$261K
BTD
57
BankPlus Trust Department
Mississippi
$247K +$6.75K +162 +3%
Empower Advisory Group
58
Empower Advisory Group
Colorado
$221K +$219K +5,244 New
DJFS
59
Dean Jacobson Financial Services
Texas
$219K +$216K +5,185 New
LWA
60
Lantern Wealth Advisors
New York
$217K +$215K +5,153 New
HA
61
Herold Advisors
New York
$217K +$215K +5,153 New
WC
62
Waterloo Capital
Texas
$213K -$1.8M -43,195 -90%
UBS Group
63
UBS Group
Switzerland
$147K -$52.3K -1,254 -26%
BF
64
BOK Financial
Oklahoma
$117K
PS
65
Principal Securities
Iowa
$98.1K
KFI
66
Key Financial Inc
Pennsylvania
$52.9K +$52.3K +1,255 New
FFA
67
Farther Finance Advisors
California
$38.1K -$3.04M -72,894 -99%
FWM
68
FSA Wealth Management
Massachusetts
$23.6K +$23.3K +559 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$22.8K +$22.6K +541 New
HI
70
Harbour Investments
Wisconsin
$13.7K -$6.84K -164 -34%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$12K
PA
72
Parallel Advisors
California
$8.94K
PPC
73
Park Place Capital
Alabama
$4.71K -$1.52M -36,392 -100%
NEAM
74
New England Asset Management
Connecticut
$4.22K
CWM
75
Copia Wealth Management
Oregon
$211

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.