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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
KPP
51
Kings Path Partners
Texas
$421K +$416K +9,873 New
Wells Fargo
52
Wells Fargo
California
$389K +$63K +1,495 +20%
OMC
53
Old Mission Capital
Illinois
$386K +$382K +9,069 New
CW
54
CreativeOne Wealth
Kansas
$384K +$3.46K +82 +0.9%
HF
55
HRT Financial
New York
$332K +$329K +7,805 New
Fisher Asset Management
56
Fisher Asset Management
Washington
$307K +$304K +7,202 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$300K +$3.08K +73 +1%
BTD
58
BankPlus Trust Department
Mississippi
$285K +$35.6K +844 +14%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$264K – – –
SOS
60
Silver Oak Securities
Tennessee
$259K -$39.4K -935 -13%
LWA
61
Lantern Wealth Advisors
New York
$250K +$29.9K +708 +14%
WA
62
Waverly Advisors
Alabama
$232K +$229K +5,440 New
UBS Group
63
UBS Group
Switzerland
$149K +$42 +1 +0%
WANY
64
Wealthspire Advisors (New York)
New York
$120K +$119K +2,817 New
PS
65
Principal Securities
Iowa
$99.1K – – –
KFI
66
Key Financial Inc
Pennsylvania
$53.4K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$34.3K -$659K -15,633 -95%
AUB
68
Atlantic Union Bankshares
Virginia
$28.5K +$28.2K +669 New
FWM
69
FSA Wealth Management
Massachusetts
$23.8K – – –
HI
70
Harbour Investments
Wisconsin
$13.8K – – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$12K +$548 +13 +5%
AF
72
Allworth Financial
California
$10.6K +$10.5K +248 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$10.4K -$12.5K -297 -55%
PA
74
Parallel Advisors
California
$9.1K +$42 +1 +0.5%
NEAM
75
New England Asset Management
Connecticut
$4.26K – – –
1 2
3
4

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.