We are live on ! Find out more
BKAG icon

BNY Mellon Core Bond ETF

26 hedge funds and large institutions have $336M invested in BNY Mellon Core Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

53% more funds holding

Funds holding: 1726 (+9)

20% more capital invested

Capital invested by funds: $281M → $336M (+$55M)

1.74% more ownership

Funds ownership: 90.69%92.43% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$123M +$59.7M +1,375,199 +86%
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.7M -$3.09M -71,130 -5%
TIM
3
Total Investment Management
Arizona
$49.1M +$716K +16,489 +1%
SPA
4
Sentinel Pension Advisors
Massachusetts
$38.4M +$2.17M +50,028 +6%
Bank of America
5
Bank of America
North Carolina
$21.9M -$444K -10,237 -2%
SMM
6
Stadion Money Management
Georgia
$17.7M +$8.39M +193,318 +82%
ARG
7
Advisory Resource Group
Oklahoma
$10.2M +$702K +16,168 +7%
ZF
8
Zhang Financial
Michigan
$7.76M +$233K +5,362 +3%
Jane Street
9
Jane Street
New York
$4.44M +$1.91M +43,975 +69%
CHAM
10
Clear Harbor Asset Management
Connecticut
$1.79M +$421K +9,695 +29%
LPL Financial
11
LPL Financial
California
$1.27M +$772K +17,783 +138%
TPA
12
Trivium Point Advisory
Connecticut
$995K +$224K +5,171 +27%
SOS
13
Silver Oak Securities
Tennessee
$762K +$821K +18,912 New
Wells Fargo
14
Wells Fargo
California
$691K -$54.3K -1,252 -7%
WI
15
WBI Investments
New Jersey
$657K -$66.1K -1,523 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$395K +$37.5K +865 +10%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$308K +7,107 New
DAS
18
Dynamic Advisor Solutions
Arizona
$289K +$304K +6,998 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$260K +$273K +6,281 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$249K +$261K +6,014 New
UBS Group
21
UBS Group
Switzerland
$161K +$169K +3,902 New
SL
22
Savior LLC
Massachusetts
$54K +$57.2K +1,317 New
AFS
23
Annapolis Financial Services
Maryland
$26K +$26.8K +617 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$22K +$23.5K +542 New
HI
25
Harbour Investments
Wisconsin
$14K

BKAG Hedge Fund Activity: Q3 2022 in Review

26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2022, worth a combined $336M — up 20% from $281M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKAG positions and 1 closed out — a net gain of 9 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $59.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.09M.

  • 26 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2022, up from 17 in Q2 2022.
  • Funds reported $336M of BNY Mellon Core Bond ETF stock for Q3 2022, up 20% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Core Bond ETF positions in Q3 2022 and 1 closed out, a net change of +9 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q3 2022 was Bank of New York Mellon, an estimated $59.7M added.
  • The largest BNY Mellon Core Bond ETF seller in Q3 2022 was Integrated Wealth Concepts, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2022.