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BNY Mellon Core Bond ETF

48 hedge funds and large institutions have $1.67B invested in BNY Mellon Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

14% more funds holding

Funds holding: 4248 (+6)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $1.65B → $1.67B (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.12% less ownership

Funds ownership: 95.39%94.27% (-1.1%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
17
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.11B +$40M +971,067 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$148M -$23.1M -560,719 -14%
Bank of America
3
Bank of America
North Carolina
$64.9M +$63M +1,528,706 +3,967%
TIM
4
Total Investment Management
Arizona
$62M +$508K +12,316 +0.8%
SMM
5
Stadion Money Management
Georgia
$60.7M -$6.56M -159,200 -10%
IWC
6
Integrated Wealth Concepts
Massachusetts
$47.7M -$7.02M -170,242 -13%
ACA
7
Aptus Capital Advisors
Alabama
$24.6M -$1.96M -47,647 -7%
GEA
8
Glen Eagle Advisors
New Jersey
$22.2M +$728K +17,659 +3%
TWM
9
Tanager Wealth Management
United Kingdom
$21.8M +$1.94M +47,006 +10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$16.5M -$40.9K -993 -0.2%
CTC
11
Central Trust Company
Missouri
$14.7M +$1.5M +36,470 +11%
SPA
12
Sentinel Pension Advisors
Massachusetts
$11.6M -$36.3M -879,768 -76%
OMC
13
Old Mission Capital
Illinois
$8.66M +$8.62M +209,060 New
ARG
14
Advisory Resource Group
Oklahoma
$8.29M -$435K -10,563 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.19M -$1.82M -44,237 -18%
Morgan Stanley
16
Morgan Stanley
New York
$7.19M +$1.2M +29,084 +20%
LPL Financial
17
LPL Financial
California
$5.56M +$1.27M +30,836 +30%
GAG
18
GM Advisory Group
New York
$5.45M +$5.43M +131,679 New
SLC
19
Second Line Capital
Louisiana
$3.61M +$342K +8,298 +11%
NP
20
Nilsine Partners
Colorado
$3.4M +$86.1K +2,088 +3%
FTUS
21
Flow Traders U.S.
New York
$2.83M +$1.7M +41,345 +153%
Jane Street
22
Jane Street
New York
$2.11M -$160K -3,892 -7%
WC
23
Waterloo Capital
Texas
$1.75M -$228K -5,542 -12%
ZF
24
Zhang Financial
Michigan
$1.47M -$224K -5,436 -13%
SOS
25
Silver Oak Securities
Tennessee
$1.3M +$271K +6,567 +27%

BKAG Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q2 2024, worth a combined $1.67B — up 1.2% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKAG positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $63M. The largest seller was Sentinel Pension Advisors, cutting an estimated $36.3M.

  • 48 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $1.67B of BNY Mellon Core Bond ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Core Bond ETF positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q2 2024 was Bank of America, an estimated $63M added.
  • The largest BNY Mellon Core Bond ETF seller in Q2 2024 was Sentinel Pension Advisors, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.