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BKCG

BNY Mellon Concentrated Growth ETF

24 hedge funds and large institutions have $15M invested in BNY Mellon Concentrated Growth ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2324 (+1)

0.97% less ownership

Funds ownership: 13.17%12.21% (-0.97%)

4% less capital invested

Capital invested by funds: $15.6M → $15M (-$646K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
7
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
$6.8M
LPL Financial
2
LPL Financial
California
$1.37M -$147K -4,228 -10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.24M -$112K -3,207 -8%
Wells Fargo
4
Wells Fargo
California
$921K -$1.1M -31,457 -55%
KWM
5
Kaydan Wealth Management
Michigan
$720K
SFS
6
Symphony Financial Services
Ohio
$535K -$13K -373 -2%
EH
7
Equitable Holdings
New York
$474K -$6.96K -200 -1%
Morgan Stanley
8
Morgan Stanley
New York
$450K +$97.5K +2,800 +29%
Raymond James Financial
9
Raymond James Financial
Florida
$393K +$26.9K +772 +8%
UBS Group
10
UBS Group
Switzerland
$358K +$116K +3,333 +50%
Osaic Holdings
11
Osaic Holdings
Arizona
$303K +$174 +5 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$235K -$108K -3,105 -32%
SOS
13
Silver Oak Securities
Tennessee
$222K
BFS
14
BridgePort Financial Solutions
Iowa
$218K +$213K +6,107 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$197K
CWP
16
Concord Wealth Partners
Virginia
$186K +$661 +19 +0.4%
CA
17
CoreCap Advisors
Michigan
$149K
ASN
18
Advisory Services Network
Georgia
$37.5K +$36.6K +1,050 New
GSWM
19
Golden State Wealth Management
California
$35.5K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$35.3K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$34.5K -$16.6K -477 -33%
GRP
22
Global Retirement Partners
California
$31.2K
FWM
23
FSA Wealth Management
Massachusetts
$26.1K +$25.5K +733 New
MCM
24
MAI Capital Management
Ohio
$24.1K
Citadel Advisors
25
Citadel Advisors
Florida
-$530K -15,305 Closed

BKCG Hedge Fund Activity: Q3 2025 in Review

24 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Concentrated Growth ETF (BKCG) for Q3 2025, worth a combined $15M — down 4.1% from $15.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BKCG positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was BridgePort Financial Solutions, opening a new position worth an estimated $213K. The largest seller was Wells Fargo, cutting an estimated $1.1M.

  • 24 institutional investors held BNY Mellon Concentrated Growth ETF (BKCG) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $15M of BNY Mellon Concentrated Growth ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Concentrated Growth ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest BNY Mellon Concentrated Growth ETF buyer in Q3 2025 was BridgePort Financial Solutions, an estimated $213K added.
  • The largest BNY Mellon Concentrated Growth ETF seller in Q3 2025 was Wells Fargo, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2025.