BNY Mellon Core Bond ETF
BKAG
12 hedge funds and large institutions have $139M invested in BNY Mellon Core Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
115% more capital invested
Capital invested by funds: $64.6M → $139M (+$74.6M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
33% more funds holding
Funds holding: 9 → 12 (+3)
8.34% more ownership
Funds ownership: 66.89% → 75.23% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$39.9M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$12.5M |
| 3 |
Bank of New York Mellon
New York
|
+$10.9M |
| 4 |
Jane Street
New York
|
+$7.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$160K |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$68.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$996 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWC
1
Integrated Wealth Concepts
Waltham,
Massachusetts
| $58.9M | +$39.9M | +801,474 | +204% |
|
|
TIM
2
Total Investment Management
Scottsdale,
Arizona
| $28M | -$68.2K | -1,369 | -0.2% |
|
|
3
Bank of New York Mellon
New York
| $25.9M | +$10.9M | +218,845 | +71% |
|
|
ARG
4
Advisory Resource Group
Tulsa,
Oklahoma
| $12.4M | +$12.5M | +250,891 | New |
|
|
5
Jane Street
New York
| $8.15M | +$7.35M | +147,481 | +833% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $2.68M | +$2.44M | +48,993 | +934% |
|
7
Citadel Advisors
Miami,
Florida
| $1.56M | +$1.58M | +31,651 | New |
|
|
ZF
8
Zhang Financial
Portage,
Michigan
| $1.09M | +$1.1M | +22,058 | New |
|
|
RC
9
Rinet Company
Boston,
Massachusetts
| $304K | +$1.15K | +23 | +0.4% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $160K | -$160K | -3,209 | -50% |
|
|
11
UBS Group
Zurich,
Switzerland
| $18K | -$996 | -20 | -5% |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| $15K | – | – | – |
|
BKAG Hedge Fund Activity: Q3 2021 in Review
12 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2021, worth a combined $139M — up 115% from $64.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BKAG positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $39.9M. The largest seller was Osaic Holdings, cutting an estimated $160K.
- 12 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $139M of BNY Mellon Core Bond ETF stock for Q3 2021, up 115% quarter-over-quarter.
- 3 funds opened new BNY Mellon Core Bond ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest BNY Mellon Core Bond ETF buyer in Q3 2021 was Integrated Wealth Concepts, an estimated $39.9M added.
- The largest BNY Mellon Core Bond ETF seller in Q3 2021 was Osaic Holdings, an estimated $160K sold.
Based on aggregated 13F filings for Q3 2021.