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BKCG

BNY Mellon Concentrated Growth ETF
BKCG

17 hedge funds and large institutions have $5.2M invested in BNY Mellon Concentrated Growth ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$5.92M
2
LPL Financial
LPL Financial
California
+$1.46M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.3M
4
SFS
Symphony Financial Services
Ohio
+$482K
5
EH
Equitable Holdings
New York
+$418K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.46M +$1.46M +47,244 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.3M +$1.3M +41,980 New
SFS
3
Symphony Financial Services
Ohio
$482K +$482K +15,629 New
EH
4
Equitable Holdings
New York
$392K +$418K +13,530 New
OIA
5
OneDigital Investment Advisors
Kansas
$333K +$333K +10,796 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$299K +$299K +9,680 New
Morgan Stanley
7
Morgan Stanley
New York
$298K +$298K +9,641 New
CWP
8
Concord Wealth Partners
Virginia
$161K +$161K +5,211 New
Osaic Holdings
9
Osaic Holdings
Arizona
$156K +$156K +5,062 New
UBS Group
10
UBS Group
Switzerland
$86.6K +$86.6K +2,807 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$68.5K +$68.5K +2,221 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$66.2K +$66.2K +2,146 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32K +$31.6K +1,025 New
GSWM
14
Golden State Wealth Management
California
$30.7K +$30.7K +995 New
IWP
15
IAG Wealth Partners
Wisconsin
$22.1K +$22.1K +717 New
MCM
16
MAI Capital Management
Ohio
$20.9K +$20.9K +676 New
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
– +$5.92M +191,899 New

BKCG Hedge Fund Activity: Q1 2025 in Review

17 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Concentrated Growth ETF (BKCG) for Q1 2025, worth a combined $5.2M.

Buyers outnumbered sellers: 17 funds opened new BKCG positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fayez Sarofim & Co, opening a new position worth an estimated $5.92M.

  • 17 institutional investors held BNY Mellon Concentrated Growth ETF (BKCG) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $5.2M of BNY Mellon Concentrated Growth ETF stock for Q1 2025.
  • 17 funds opened new BNY Mellon Concentrated Growth ETF positions in Q1 2025 and 0 closed out, a net change of +17 holders.
  • The largest BNY Mellon Concentrated Growth ETF buyer in Q1 2025 was Fayez Sarofim & Co, an estimated $5.92M added.

Based on aggregated 13F filings for Q1 2025.