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BNY Mellon Core Bond ETF

89 hedge funds and large institutions have $1.85B invested in BNY Mellon Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 8689 (+3)

1% less capital invested

Capital invested by funds: $1.87B → $1.85B (-$19.1M)

2.45% less ownership

Funds ownership: 90.96%88.51% (-2.4%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
11
Increased
52
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$870M -$226M -5,324,576 -21%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$223M +$105M +2,474,687 +88%
Bank of America
3
Bank of America
North Carolina
$100M -$882K -20,762 -0.9%
TIM
4
Total Investment Management
Arizona
$72.5M +$561K +13,221 +0.8%
TWM
5
Tanager Wealth Management
United Kingdom
$50.8M -$2.2M -51,699 -4%
TPW
6
Talon Private Wealth
Florida
$50.7M +$51M +1,200,865 New
ACA
7
Aptus Capital Advisors
Alabama
$46M +$211K +4,973 +0.5%
BCM
8
Brookstone Capital Management
Illinois
$42.1M +$510K +12,013 +1%
IWC
9
Integrated Wealth Concepts
Massachusetts
$36.4M +$6.22M +146,582 +20%
SAW
10
Signal Advisors Wealth
Michigan
$34.9M +$3.28M +77,180 +10%
SMM
11
Stadion Money Management
Georgia
$33.1M -$186K -4,383 -0.6%
GEA
12
Glen Eagle Advisors
New Jersey
$30.2M +$2.39M +56,353 +9%
CTC
13
Central Trust Company
Missouri
$29.7M +$2.83M +66,738 +10%
GAG
14
GM Advisory Group
New York
$26M +$1.35M +31,715 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.9M +$20M +471,546 +172,097%
CWA
16
Crux Wealth Advisors
California
$13.6M +$296K +6,981 +2%
CFP
17
Curran Financial Partners
South Carolina
$13.5M +$8.98M +211,511 +194%
CWA
18
Carolina Wealth Advisors
South Carolina
$12.7M -$228K -5,374 -2%
LRWM
19
Lord & Richards Wealth Management
Colorado
$10.1M +$31.9K +750 +0.3%
Morgan Stanley
20
Morgan Stanley
New York
$9.87M +$2.11M +49,638 +27%
FHC
21
First Heartland Consultants
Missouri
$8.86M +$158K +3,711 +2%
WFL
22
Wealth Forward LLC
North Dakota
$8.77M +$161K +3,793 +2%
LPL Financial
23
LPL Financial
California
$7.51M +$262K +6,179 +4%
SFG
24
SevenBridge Financial Group
Pennsylvania
$6.89M +$452K +10,634 +7%
MWM
25
Maripau Wealth Management
Indiana
$6.19M +$450K +10,591 +8%

BKAG Hedge Fund Activity: Q1 2026 in Review

89 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Core Bond ETF (BKAG) for Q1 2026, worth a combined $1.85B — down 1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKAG positions and 8 closed out — a net gain of 3 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $105M. The largest seller was RPOA Advisors, cutting an estimated $226M.

  • 89 institutional investors held BNY Mellon Core Bond ETF (BKAG) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $1.85B of BNY Mellon Core Bond ETF stock for Q1 2026, down 1% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Core Bond ETF positions in Q1 2026 and 8 closed out, a net change of +3 holders.
  • The largest BNY Mellon Core Bond ETF buyer in Q1 2026 was Bank of New York Mellon, an estimated $105M added.
  • The largest BNY Mellon Core Bond ETF seller in Q1 2026 was RPOA Advisors, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2026.