BNY Mellon Core Bond ETF
BKAG
37 hedge funds and large institutions have $481M invested in BNY Mellon Core Bond ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
23% more funds holding
Funds holding: 30 → 37 (+7)
23% more capital invested
Capital invested by funds: $392M → $481M (+$89M)
5.17% more ownership
Funds ownership: 88.36% → 93.54% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$26.9M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$20.5M |
| 3 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$15.5M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$14.3M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$20.4M |
| 2 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$896K |
| 3 |
ZF
Zhang Financial
Portage,
Michigan
|
-$584K |
| 4 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$505K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$317K |
BKAG Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2023, worth a combined $481M — up 23% from $392M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BKAG positions and 6 closed out — a net gain of 7 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $26.9M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $20.4M sold.
- 37 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $481M of BNY Mellon Core Bond ETF stock for Q3 2023, up 23% quarter-over-quarter.
- 13 funds opened new BNY Mellon Core Bond ETF positions in Q3 2023 and 6 closed out, a net change of +7 holders.
- The largest BNY Mellon Core Bond ETF buyer in Q3 2023 was Aptus Capital Advisors, an estimated $26.9M added.
- The largest BNY Mellon Core Bond ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2023.