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BNY Mellon Core Bond ETF

75 hedge funds and large institutions have $1.83B invested in BNY Mellon Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

12% more funds holding

Funds holding: 6775 (+8)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

0.49% less ownership

Funds ownership: 96.67%96.18% (-0.49%)

5% less capital invested

Capital invested by funds: $1.92B → $1.83B (-$88.6M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
0.99%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
17
Increased
25
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.08B -$63.9M -1,533,275 -6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$122M +$7.76M +186,061 +7%
Bank of America
3
Bank of America
North Carolina
$97.5M -$7.47M -179,219 -7%
TIM
4
Total Investment Management
Arizona
$70.9M +$1.17M +28,078 +2%
TPW
5
Talon Private Wealth
Florida
$57.4M -$11.3M -270,241 -17%
TWM
6
Tanager Wealth Management
United Kingdom
$45.1M +$1.74M +41,755 +4%
SMM
7
Stadion Money Management
Georgia
$42.6M -$2.33M -55,819 -5%
BCM
8
Brookstone Capital Management
Illinois
$40.7M +$569K +13,651 +1%
ACA
9
Aptus Capital Advisors
Alabama
$34.4M +$9.81M +235,355 +41%
IWC
10
Integrated Wealth Concepts
Massachusetts
$28.8M -$25.4M -608,557 -47%
GEA
11
Glen Eagle Advisors
New Jersey
$25.8M -$284K -6,802 -1%
GAG
12
GM Advisory Group
New York
$24.2M +$710K +17,035 +3%
SAW
13
Signal Advisors Wealth
Michigan
$22.6M +$3.88M +93,184 +21%
CTC
14
Central Trust Company
Missouri
$21.7M -$1.51M -36,283 -7%
CWA
15
Crux Wealth Advisors
California
$12M +$6.47M +155,147 +120%
LRWM
16
Lord & Richards Wealth Management
Colorado
$8.97M +$1.33M +31,883 +18%
FHC
17
First Heartland Consultants
Missouri
$7.85M +$72.1K +1,730 +0.9%
LPL Financial
18
LPL Financial
California
$6.83M -$107K -2,564 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.19M +$1.44M +34,545 +31%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$5.83M -$1.92M -45,981 -25%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.44M +$866K +20,773 +19%
Morgan Stanley
22
Morgan Stanley
New York
$5.27M -$17.5K -420 -0.3%
EH
23
Equitable Holdings
New York
$5.15M +$2.91M +69,841 +133%
MWM
24
Maripau Wealth Management
Indiana
$4.69M -$190K -4,563 -4%
SFG
25
SevenBridge Financial Group
Pennsylvania
$4.49M +$1.4M +33,471 +46%

BKAG Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q2 2025, worth a combined $1.83B — down 4.6% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BKAG positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $9.81M. The largest seller was RPOA Advisors, cutting an estimated $63.9M.

  • 75 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $1.83B of BNY Mellon Core Bond ETF stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 17 funds opened new BNY Mellon Core Bond ETF positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q2 2025 was Aptus Capital Advisors, an estimated $9.81M added.
  • The largest BNY Mellon Core Bond ETF seller in Q2 2025 was RPOA Advisors, an estimated $63.9M sold.

Based on aggregated 13F filings for Q2 2025.