We are live on ! Find out more
BKAG icon

BNY Mellon Core Bond ETF

76 hedge funds and large institutions have $1.85B invested in BNY Mellon Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 7576 (+1)

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$18.6M)

3.47% less ownership

Funds ownership: 96.18%92.7% (-3.5%)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
12
Increased
39
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$1.11B +$10.1M +239,571 +0.9%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$119M -$4.46M -105,670 -4%
Bank of America
3
Bank of America
North Carolina
$97.2M -$1.27M -30,002 -1%
TIM
4
Total Investment Management
Arizona
$71.6M +$64.5K +1,529 +0.1%
TWM
5
Tanager Wealth Management
United Kingdom
$51.1M +$5.5M +130,351 +12%
SMM
6
Stadion Money Management
Georgia
$42.9M -$133K -3,163 -0.3%
BCM
7
Brookstone Capital Management
Illinois
$41.6M +$459K +10,878 +1%
ACA
8
Aptus Capital Advisors
Alabama
$40.8M +$6M +142,260 +17%
IWC
9
Integrated Wealth Concepts
Massachusetts
$32.3M +$3.19M +75,662 +11%
SAW
10
Signal Advisors Wealth
Michigan
$28M +$5.07M +120,314 +22%
GEA
11
Glen Eagle Advisors
New Jersey
$27.1M +$1.01M +23,909 +4%
CTC
12
Central Trust Company
Missouri
$24.7M +$2.78M +66,015 +13%
GAG
13
GM Advisory Group
New York
$24.5M +$50.5K +1,197 +0.2%
CWA
14
Carolina Wealth Advisors
South Carolina
$13.2M +$12.4M +294,662 +1,870%
CWA
15
Crux Wealth Advisors
California
$13M +$902K +21,383 +8%
LRWM
16
Lord & Richards Wealth Management
Colorado
$9.68M +$613K +14,530 +7%
WFL
17
Wealth Forward LLC
North Dakota
$8.52M +$8.43M +199,949 New
FHC
18
First Heartland Consultants
Missouri
$8.21M +$273K +6,468 +3%
LPL Financial
19
LPL Financial
California
$7.34M +$437K +10,375 +6%
Morgan Stanley
20
Morgan Stanley
New York
$7M +$1.66M +39,357 +31%
SFG
21
SevenBridge Financial Group
Pennsylvania
$6.27M +$1.7M +40,341 +38%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.59M -$302K -7,158 -5%
MWM
23
Maripau Wealth Management
Indiana
$4.89M +$176K +4,169 +4%
EH
24
Equitable Holdings
New York
$4.83M -$368K -8,722 -7%
CFP
25
Curran Financial Partners
South Carolina
$4.39M +$4.35M +103,100 New

BKAG Hedge Fund Activity: Q3 2025 in Review

76 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q3 2025, worth a combined $1.85B — up 1% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKAG positions and 10 closed out — a net gain of 2 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was Carolina Wealth Advisors, adding an estimated $12.4M. The largest seller was Susquehanna International Group, cutting an estimated $4.56M.

  • 76 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $1.85B of BNY Mellon Core Bond ETF stock for Q3 2025, up 1% quarter-over-quarter.
  • 12 funds opened new BNY Mellon Core Bond ETF positions in Q3 2025 and 10 closed out, a net change of +2 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q3 2025 was Carolina Wealth Advisors, an estimated $12.4M added.
  • The largest BNY Mellon Core Bond ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2025.