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BNY Mellon Core Bond ETF

57 hedge funds and large institutions have $2.02B invested in BNY Mellon Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

20% more capital invested

Capital invested by funds: $1.67B → $2.02B (+$343M)

19% more funds holding

Funds holding: 4857 (+9)

6.15% more ownership

Funds ownership: 94.27%100.42% (+6.2%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
13
Increased
23
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.2B +$46.1M +1,083,401 +4%
TPW
2
Talon Private Wealth
Florida
$144M +$142M +3,342,092 New
BCM
3
Brookstone Capital Management
Illinois
$126M +$124M +2,915,269 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$104M -$49.3M -1,158,106 -32%
SMM
5
Stadion Money Management
Georgia
$66.6M +$3.33M +78,189 +5%
TIM
6
Total Investment Management
Arizona
$66.1M +$1.48M +34,729 +2%
Bank of America
7
Bank of America
North Carolina
$53.9M -$13.5M -317,120 -20%
IWC
8
Integrated Wealth Concepts
Massachusetts
$50.6M +$903K +21,214 +2%
TWM
9
Tanager Wealth Management
United Kingdom
$25.1M +$2.3M +54,155 +10%
GEA
10
Glen Eagle Advisors
New Jersey
$24.1M +$907K +21,323 +4%
ACA
11
Aptus Capital Advisors
Alabama
$23.5M -$2.06M -48,421 -8%
CTC
12
Central Trust Company
Missouri
$20.2M +$4.81M +112,985 +32%
GAG
13
GM Advisory Group
New York
$14.1M +$8.29M +194,921 +148%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$13.2M -$4.01M -94,312 -24%
SPA
15
Sentinel Pension Advisors
Massachusetts
$12.9M +$707K +16,613 +6%
Morgan Stanley
16
Morgan Stanley
New York
$10.5M +$2.96M +69,566 +40%
ARG
17
Advisory Resource Group
Oklahoma
$8.79M +$149K +3,497 +2%
FHC
18
First Heartland Consultants
Missouri
$6.64M -$2.49M -58,612 -28%
LPL Financial
19
LPL Financial
California
$6.16M +$371K +8,710 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.83M -$4.64M -109,046 -55%
SLC
21
Second Line Capital
Louisiana
$3.83M +$65.4K +1,536 +2%
SAW
22
Signal Advisors Wealth
Michigan
$3.68M +$3.63M +85,231 New
NP
23
Nilsine Partners
Colorado
$3.6M +$58.3K +1,371 +2%
Jane Street
24
Jane Street
New York
$1.92M -$281K -6,604 -13%
WC
25
Waterloo Capital
Texas
$1.9M +$79.1K +1,859 +4%

BKAG Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2024, worth a combined $2.02B — up 20% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKAG positions and 4 closed out — a net gain of 9 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $124M. The largest seller was Bank of New York Mellon, cutting an estimated $49.3M.

  • 57 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $2.02B of BNY Mellon Core Bond ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 13 funds opened new BNY Mellon Core Bond ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q3 2024 was Brookstone Capital Management, an estimated $124M added.
  • The largest BNY Mellon Core Bond ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $49.3M sold.

Based on aggregated 13F filings for Q3 2024.