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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
SAI
51
Savvy Advisors Inc
New York
$920K -$496K -11,685 -35%
ZF
52
Zhang Financial
Michigan
$904K -$324K -7,641 -26%
SA
53
Sanctuary Advisors
Indiana
$873K +$59K +1,390 +7%
MPW
54
Magnolia Private Wealth
Pennsylvania
$799K -$347K -8,165 -30%
HCA
55
Harbour Capital Advisors
Virginia
$796K +$116K +2,725 +17%
IAA
56
Independent Advisor Alliance
North Carolina
$794K +$381K +8,969 +91%
SWP
57
Stratos Wealth Partners
Ohio
$787K +$240K +5,646 +43%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$781K +$422K +9,926 +116%
MW
59
Merited Wealth
Florida
$753K +$757K +17,832 New
JP Morgan Chase
60
JP Morgan Chase
New York
$749K +$717K +16,887 +1,787%
DAS
61
Dynamic Advisor Solutions
Arizona
$707K -$19.3K -454 -3%
KF
62
Krilogy Financial
Missouri
$695K +$700K +16,477 New
SRS
63
Strong Retirement Solutions
Washington
$539K -$15.1K -355 -3%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$527K +$23.3K +549 +5%
FFA
65
Farther Finance Advisors
California
$521K +$1.1K +26 +0.2%
BFA
66
Blueprint Financial Advisors
North Carolina
$452K +$455K +10,718 New
BIP
67
Blueprint Investment Partners
North Carolina
$452K +$455K +10,718 New
Wells Fargo
68
Wells Fargo
California
$412K -$8.24K -194 -2%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$372K +$374K +8,813 New
ARC
70
Advisor Resource Council
Texas
$364K +$2.34K +55 +0.6%
BTD
71
BankPlus Trust Department
Mississippi
$356K +$17.2K +405 +5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$303K +$2.67K +63 +0.9%
KPP
73
Kings Path Partners
Texas
$300K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$256K +$258K +6,075 New
WA
75
Waverly Advisors
Alabama
$230K

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.