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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
+$12.4M |
| 2 |
RA
RPOA Advisors
Plano,
Texas
|
+$10.1M |
| 3 |
WFL
Wealth Forward LLC
Fargo,
North Dakota
|
+$8.43M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.56M |
| 2 |
Bank of New York Mellon
New York
|
-$4.46M |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$1.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.27M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
76
Copia Wealth Management
Bend,
Oregon
| $213 | – | – | – |
|
|
UAG
77
United Advisor Group
Cincinnati,
Ohio
| – | -$1.41M | -33,458 | Closed |
|
|
GS
78
GTS Securities
New York
| – | -$637K | -15,102 | Closed |
|
|
LCAM
79
London & Capital Asset Management
London,
United Kingdom
| – | -$436K | -10,343 | Closed |
|
80
Pathstone Holdings
Englewood,
New Jersey
| – | -$432K | -10,242 | Closed |
|
81
Empower Advisory Group
Greenwood Village,
Colorado
| – | -$221K | -5,244 | Closed |
|
|
DJFS
82
Dean Jacobson Financial Services
Fort Worth,
Texas
| – | -$219K | -5,185 | Closed |
|
|
HA
83
Herold Advisors
New York
| – | -$217K | -5,153 | Closed |
|
|
WC
84
Waterloo Capital
Austin,
Texas
| – | -$213K | -5,048 | Closed |
|
|
BF
85
BOK Financial
Tulsa,
Oklahoma
| – | -$117K | -2,770 | Closed |
|
|
PPC
86
Park Place Capital
Homewood,
Alabama
| – | -$4.71K | -112 | Closed |
|
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.