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BKCG

BNY Mellon Concentrated Growth ETF

23 hedge funds and large institutions have $15.6M invested in BNY Mellon Concentrated Growth ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

201% more capital invested

Capital invested by funds: $5.2M → $15.6M (+$10.4M)

35% more funds holding

Funds holding: 1723 (+6)

13.17% more ownership

Funds ownership: 0%13.17% (+13%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$6.6M -$39.2K -1,234 -0.6%
Wells Fargo
2
Wells Fargo
California
$1.98M +$1.82M +57,286 New
LPL Financial
3
LPL Financial
California
$1.48M -$144K -4,542 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.32M -$124K -3,888 -9%
KWM
5
Kaydan Wealth Management
Michigan
$699K +$642K +20,193 New
SFS
6
Symphony Financial Services
Ohio
$532K -$8.33K -262 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$530K +$487K +15,305 New
Raymond James Financial
8
Raymond James Financial
Florida
$354K +$326K +10,237 New
Morgan Stanley
9
Morgan Stanley
New York
$339K +$5.21K +164 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$335K
Osaic Holdings
11
Osaic Holdings
Arizona
$295K +$110K +3,467 +68%
UBS Group
12
UBS Group
Switzerland
$231K +$124K +3,884 +138%
SOS
13
Silver Oak Securities
Tennessee
$215K +$198K +6,217 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$190K +$142K +4,478 +437%
CWP
15
Concord Wealth Partners
Virginia
$180K -$541 -17 -0.3%
CA
16
CoreCap Advisors
Michigan
$145K +$133K +4,189 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$49.9K -$24.7K -777 -35%
EH
18
Equitable Holdings
New York
$44.9K -$1.08K -34 -0.3%
GSWM
19
Golden State Wealth Management
California
$34.4K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$34.3K +$31.5K +991 New
GRP
21
Global Retirement Partners
California
$30.3K +$27.9K +876 New
MCM
22
MAI Capital Management
Ohio
$23.4K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$11.4K -$57.7K -1,816 -85%
OIA
24
OneDigital Investment Advisors
Kansas
-$333K -10,796 Closed
IWP
25
IAG Wealth Partners
Wisconsin
-$22.1K -717 Closed

BKCG Hedge Fund Activity: Q2 2025 in Review

23 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Concentrated Growth ETF (BKCG) for Q2 2025, worth a combined $15.6M — up 201% from $5.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKCG positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $1.82M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $333K sold.

  • 23 institutional investors held BNY Mellon Concentrated Growth ETF (BKCG) as of Q2 2025, up from 17 in Q1 2025.
  • Funds reported $15.6M of BNY Mellon Concentrated Growth ETF stock for Q2 2025, up 201% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Concentrated Growth ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest BNY Mellon Concentrated Growth ETF buyer in Q2 2025 was Wells Fargo, an estimated $1.82M added.
  • The largest BNY Mellon Concentrated Growth ETF seller in Q2 2025 was OneDigital Investment Advisors, an estimated $333K sold.

Based on aggregated 13F filings for Q2 2025.