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BNY Mellon Core Bond ETF

67 hedge funds and large institutions have $1.86B invested in BNY Mellon Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

18% more funds holding

Funds holding: 5767 (+10)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

3.59% less ownership

Funds ownership: 100.42%96.84% (-3.6%)

8% less capital invested

Capital invested by funds: $2.02B → $1.86B (-$156M)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.88%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
15
Increased
35
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.14B -$7.33M -174,677 -0.6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$116M +$17M +404,096 +17%
TPW
3
Talon Private Wealth
Florida
$71.3M -$67.7M -1,613,315 -48%
TIM
4
Total Investment Management
Arizona
$64.2M +$1.14M +27,119 +2%
BCM
5
Brookstone Capital Management
Illinois
$59.2M -$62.1M -1,478,591 -51%
IWC
6
Integrated Wealth Concepts
Massachusetts
$52.5M +$4.22M +100,483 +9%
Bank of America
7
Bank of America
North Carolina
$50.9M -$630K -15,001 -1%
SMM
8
Stadion Money Management
Georgia
$46.6M -$17.6M -418,308 -27%
TWM
9
Tanager Wealth Management
United Kingdom
$40.5M +$16.7M +398,368 +69%
ACA
10
Aptus Capital Advisors
Alabama
$25.3M +$2.81M +66,883 +12%
GEA
11
Glen Eagle Advisors
New Jersey
$24.9M +$1.9M +45,382 +8%
Citadel Advisors
12
Citadel Advisors
Florida
$23.9M +$23.6M +562,225 +3,306%
CTC
13
Central Trust Company
Missouri
$21.1M +$1.89M +44,989 +10%
GAG
14
GM Advisory Group
New York
$14.9M +$1.49M +35,516 +11%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13.1M +$561K +13,373 +4%
SPA
16
Sentinel Pension Advisors
Massachusetts
$12M -$268K -6,381 -2%
SAW
17
Signal Advisors Wealth
Michigan
$10.6M +$7.17M +170,894 +201%
FHC
18
First Heartland Consultants
Missouri
$7.5M +$1.18M +28,110 +18%
LPL Financial
19
LPL Financial
California
$6.6M +$720K +17,143 +12%
Morgan Stanley
20
Morgan Stanley
New York
$4.64M -$5.48M -130,525 -54%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.43M +$783K +18,667 +21%
Jane Street
22
Jane Street
New York
$4.03M +$2.24M +53,279 +120%
SLC
23
Second Line Capital
Louisiana
$3.87M +$204K +4,849 +5%
NP
24
Nilsine Partners
Colorado
$3.72M +$280K +6,671 +8%
MWM
25
Maripau Wealth Management
Indiana
$3.7M +$2M +47,702 +114%

BKAG Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q4 2024, worth a combined $1.86B — down 7.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKAG positions and 4 closed out — a net gain of 11 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.6M. The largest seller was Talon Private Wealth, cutting an estimated $67.7M.

  • 67 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $1.86B of BNY Mellon Core Bond ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 15 funds opened new BNY Mellon Core Bond ETF positions in Q4 2024 and 4 closed out, a net change of +11 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $23.6M added.
  • The largest BNY Mellon Core Bond ETF seller in Q4 2024 was Talon Private Wealth, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2024.