BNY Mellon Core Bond ETF
BKAG
42 hedge funds and large institutions have $1.59B invested in BNY Mellon Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
230% more capital invested
Capital invested by funds: $481M → $1.59B (+$1.11B)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
14% more funds holding
Funds holding: 37 → 42 (+5)
1.86% more ownership
Funds ownership: 93.54% → 95.4% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$39.6M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$5.6M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$2.48M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.42M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$25.6M |
| 2 |
Bank of New York Mellon
New York
|
-$22.9M |
| 3 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$7.96M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$5.03M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$4.02M |
BKAG Hedge Fund Activity: Q4 2023 in Review
42 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2023, worth a combined $1.59B — up 230% from $481M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BKAG positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $39.6M. The largest seller was Bank of America, cutting an estimated $25.6M.
- 42 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $1.59B of BNY Mellon Core Bond ETF stock for Q4 2023, up 230% quarter-over-quarter.
- 11 funds opened new BNY Mellon Core Bond ETF positions in Q4 2023 and 6 closed out, a net change of +5 holders.
- The largest BNY Mellon Core Bond ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $39.6M added.
- The largest BNY Mellon Core Bond ETF seller in Q4 2023 was Bank of America, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2023.