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BNY Mellon Core Bond ETF
BKAG

17 hedge funds and large institutions have $258M invested in BNY Mellon Core Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

42% more funds holding

Funds holding: 12 → 17 (+5)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more capital invested

Capital invested by funds: $197M → $258M (+$61.4M)

3.91% less ownership

Funds ownership: 94.31% → 90.4% (-3.9%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
8
Increased
9
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPA
Sentinel Pension Advisors
Massachusetts
+$32.5M
2
Bank of America
Bank of America
North Carolina
+$18.6M
3
SMM
Stadion Money Management
Georgia
+$11.3M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$6.6M
5
ZF
Zhang Financial
Michigan
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.57M
2
FTUS
Flow Traders U.S.
New York
-$604K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$63M +$6.6M +139,423 +11%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$60.7M +$986K +20,833 +2%
TIM
3
Total Investment Management
Arizona
$45.6M +$435K +9,183 +0.9%
SPA
4
Sentinel Pension Advisors
Massachusetts
$31.7M +$32.5M +687,382 New
Bank of America
5
Bank of America
North Carolina
$22.9M +$18.6M +391,877 +369%
SMM
6
Stadion Money Management
Georgia
$11M +$11.3M +238,433 New
ARG
7
Advisory Resource Group
Oklahoma
$9.52M +$296K +6,250 +3%
ZF
8
Zhang Financial
Michigan
$6.47M +$3.36M +70,935 +102%
Jane Street
9
Jane Street
New York
$2.76M +$710K +14,985 +33%
CHAM
10
Clear Harbor Asset Management
Connecticut
$1.4M +$1.44M +30,350 New
TPA
11
Trivium Point Advisory
Connecticut
$826K +$862K +18,207 New
Wells Fargo
12
Wells Fargo
California
$816K +$442K +9,328 +111%
LPL Financial
13
LPL Financial
California
$562K +$577K +12,194 New
Osaic Holdings
14
Osaic Holdings
Arizona
$404K +$72.7K +1,536 +21%
KWA
15
KCS Wealth Advisory
California
$286K +$294K +6,204 New
PFS
16
Prospera Financial Services
Texas
$108K +$111K +2,349 New
CT
17
Cambridge Trust
Massachusetts
$86K +$88.8K +1,876 New
OMC
18
Old Mission Capital
Illinois
– -$2.57M -52,319 Closed
FTUS
19
Flow Traders U.S.
New York
– -$604K -12,286 Closed

BKAG Hedge Fund Activity: Q1 2022 in Review

17 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q1 2022, worth a combined $258M — up 31% from $197M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKAG positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Sentinel Pension Advisors, opening a new position worth an estimated $32.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.57M sold.

  • 17 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q1 2022, up from 12 in Q4 2021.
  • Funds reported $258M of BNY Mellon Core Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Core Bond ETF positions in Q1 2022 and 2 closed out, a net change of +6 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q1 2022 was Sentinel Pension Advisors, an estimated $32.5M added.
  • The largest BNY Mellon Core Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2022.