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BNY Mellon Core Bond ETF

26 hedge funds and large institutions have $380M invested in BNY Mellon Core Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $336M → $380M (+$43.3M)

0.65% more ownership

Funds ownership: 92.43%93.08% (+0.65%)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
13
Reduced
6
Closed
6
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
$150M +$26.4M +635,974 +21%
IWC
2
Integrated Wealth Concepts
Massachusetts
$60M +$3.88M +93,458 +7%
TIM
3
Total Investment Management
Arizona
$50.1M +$643K +15,488 +1%
SPA
4
Sentinel Pension Advisors
Massachusetts
$42.6M +$4.04M +97,395 +10%
Bank of America
5
Bank of America
North Carolina
$27.3M +$5.28M +127,162 +24%
SMM
6
Stadion Money Management
Georgia
$17.7M -$210K -5,053 -1%
ARG
7
Advisory Resource Group
Oklahoma
$9.83M -$440K -10,602 -4%
ZF
8
Zhang Financial
Michigan
$4.8M -$3M -72,182 -38%
TWM
9
Tanager Wealth Management
United Kingdom
$3.26M +$3.25M +78,277 New
CHAM
10
Clear Harbor Asset Management
Connecticut
$2.31M +$509K +12,274 +28%
CTC
11
Central Trust Company
Missouri
$2.29M +$2.29M +55,097 New
FTUS
12
Flow Traders U.S.
New York
$2.13M +$2.12M +51,190 New
Wells Fargo
13
Wells Fargo
California
$1.73M +$1.03M +24,842 +149%
LPL Financial
14
LPL Financial
California
$1.52M +$241K +5,809 +19%
TPA
15
Trivium Point Advisory
Connecticut
$1.26M +$233K +5,607 +23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$624K +$623K +15,011 New
DAS
17
Dynamic Advisor Solutions
Arizona
$495K +$204K +4,910 +70%
Osaic Holdings
18
Osaic Holdings
Arizona
$409K +$10.7K +257 +3%
WI
19
WBI Investments
New Jersey
$408K -$260K -6,257 -39%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$263K +$1.91K +46 +0.7%
IA
21
IFP Advisors
Florida
$94K +$78.3K +1,887 New
UBS Group
22
UBS Group
Switzerland
$43.7K -$118K -2,851 -73%
SL
23
Savior LLC
Massachusetts
$41.5K -$13.3K -320 -24%
Morgan Stanley
24
Morgan Stanley
New York
$35.8K +$34.5K +830 +2,767%
HI
25
Harbour Investments
Wisconsin
$13.5K

BKAG Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2022, worth a combined $380M — up 13% from $336M a quarter earlier.

Fund positioning in BKAG was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 6 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $26.4M. The largest seller was Jane Street, exiting entirely with an estimated $4.44M sold.

  • 26 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $380M of BNY Mellon Core Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 6 funds opened new BNY Mellon Core Bond ETF positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $26.4M added.
  • The largest BNY Mellon Core Bond ETF seller in Q4 2022 was Jane Street, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.