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BNY Mellon Core Bond ETF

67 hedge funds and large institutions have $1.92B invested in BNY Mellon Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more capital invested

Capital invested by funds: $1.86B → $1.92B (+$59.7M)

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.16% less ownership

Funds ownership: 96.84%96.67% (-0.16%)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
9
Increased
36
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.15B -$20.1M -483,819 -2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$114M -$3.95M -94,902 -3%
Bank of America
3
Bank of America
North Carolina
$105M +$52.3M +1,255,882 +102%
TIM
4
Total Investment Management
Arizona
$69.6M +$3.88M +93,189 +6%
TPW
5
Talon Private Wealth
Florida
$68.6M -$4.05M -97,277 -6%
IWC
6
Integrated Wealth Concepts
Massachusetts
$54.4M +$729K +17,529 +1%
SMM
7
Stadion Money Management
Georgia
$45.1M -$2.49M -59,845 -5%
TWM
8
Tanager Wealth Management
United Kingdom
$43.3M +$1.98M +47,623 +5%
BCM
9
Brookstone Capital Management
Illinois
$40.1M -$20.2M -485,797 -34%
GEA
10
Glen Eagle Advisors
New Jersey
$26.1M +$669K +16,080 +3%
ACA
11
Aptus Capital Advisors
Alabama
$24.5M -$1.28M -30,662 -5%
GAG
12
GM Advisory Group
New York
$23.5M +$8.1M +194,764 +54%
CTC
13
Central Trust Company
Missouri
$23.2M +$1.57M +37,816 +7%
SAW
14
Signal Advisors Wealth
Michigan
$18.7M +$7.79M +187,139 +73%
SPA
15
Sentinel Pension Advisors
Massachusetts
$12.2M -$46.1K -1,109 -0.4%
FHC
16
First Heartland Consultants
Missouri
$7.77M +$102K +2,457 +1%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$7.76M -$5.57M -133,856 -42%
LRWM
18
Lord & Richards Wealth Management
Colorado
$7.62M +$4.34M +104,251 +136%
LPL Financial
19
LPL Financial
California
$6.93M +$186K +4,469 +3%
CWA
20
Crux Wealth Advisors
California
$5.43M +$5.36M +128,908 New
Morgan Stanley
21
Morgan Stanley
New York
$5.29M +$539K +12,950 +12%
Citadel Advisors
22
Citadel Advisors
Florida
$4.86M -$19.3M -463,894 -80%
MWM
23
Maripau Wealth Management
Indiana
$4.86M +$1.07M +25,791 +29%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.73M +$4.47M +107,402 +2,190%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.56M +$37.9K +910 +0.8%