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BNY Mellon Core Bond ETF

42 hedge funds and large institutions have $1.65B invested in BNY Mellon Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 5

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more capital invested

Capital invested by funds: $1.59B → $1.65B (+$62.7M)

0% more funds holding

Funds holding: 4242 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.23% less ownership

Funds ownership: 95.62%95.39% (-0.23%)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
26
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.08B +$9.71M +231,986 +0.9%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$173M +$32.8M +784,168 +23%
SMM
3
Stadion Money Management
Georgia
$68M +$2.27M +54,268 +3%
TIM
4
Total Investment Management
Arizona
$62.2M +$68.5K +1,637 +0.1%
IWC
5
Integrated Wealth Concepts
Massachusetts
$55.4M +$1.2M +28,676 +2%
SPA
6
Sentinel Pension Advisors
Massachusetts
$48.6M +$2.55M +60,915 +6%
ACA
7
Aptus Capital Advisors
Alabama
$26.8M +$3.63M +86,589 +16%
GEA
8
Glen Eagle Advisors
New Jersey
$21.7M +$811K +19,375 +4%
TWM
9
Tanager Wealth Management
United Kingdom
$20.1M +$3.48M +83,219 +21%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$16.8M +$16.7M +400,083 New
CTC
11
Central Trust Company
Missouri
$13.3M +$1.54M +36,720 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.1M +$5.95M +142,124 +142%
ARG
13
Advisory Resource Group
Oklahoma
$8.82M +$143K +3,413 +2%
FHC
14
First Heartland Consultants
Missouri
$8.57M +$1.3M +31,051 +18%
Morgan Stanley
15
Morgan Stanley
New York
$6.05M -$1.18M -28,094 -16%
LPL Financial
16
LPL Financial
California
$4.33M +$1.31M +31,180 +43%
NP
17
Nilsine Partners
Colorado
$3.35M -$1.15M -27,364 -25%
SLC
18
Second Line Capital
Louisiana
$3.3M +$321K +7,671 +11%
ASN
19
Advisory Services Network
Georgia
$2.92M +$56.2K +1,343 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$2.64M +$2.05M +49,059 +351%
Jane Street
21
Jane Street
New York
$2.3M +$2.3M +54,941 New
WC
22
Waterloo Capital
Texas
$2M +$143K +3,427 +8%
ZF
23
Zhang Financial
Michigan
$1.71M -$109K -2,594 -6%
Bank of America
24
Bank of America
North Carolina
$1.61M -$362K -8,654 -18%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.46M +$1.22M +29,173 +510%

BKAG Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q1 2024, worth a combined $1.65B — up 3.9% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKAG positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 5 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $1.18M.

  • 42 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $1.65B of BNY Mellon Core Bond ETF stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Core Bond ETF positions in Q1 2024 and 7 closed out, a net change of +1 holder.
  • The largest BNY Mellon Core Bond ETF buyer in Q1 2024 was Bank of New York Mellon, an estimated $32.8M added.
  • The largest BNY Mellon Core Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2024.