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BKCG

BNY Mellon Concentrated Growth ETF

24 hedge funds and large institutions have $15.8M invested in BNY Mellon Concentrated Growth ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more capital invested

Capital invested by funds: $15M → $15.8M (+$771K)

0.81% more ownership

Funds ownership: 12.21%13.02% (+0.81%)

0% more funds holding

Funds holding: 2424 (0)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
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
$6.94M
LPL Financial
2
LPL Financial
California
$1.55M +$146K +4,062 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.28M +$8.41K +234 +0.7%
Wells Fargo
4
Wells Fargo
California
$768K -$171K -4,747 -18%
KWM
5
Kaydan Wealth Management
Michigan
$735K
Citadel Advisors
6
Citadel Advisors
Florida
$642K +$634K +17,626 New
SFS
7
Symphony Financial Services
Ohio
$541K -$5.03K -140 -0.9%
Raymond James Financial
8
Raymond James Financial
Florida
$497K +$95.1K +2,644 +24%
EH
9
Equitable Holdings
New York
$484K
Morgan Stanley
10
Morgan Stanley
New York
$450K -$8.74K -243 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$383K +$71.1K +1,978 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$240K +$72 +2 +0%
SOS
13
Silver Oak Securities
Tennessee
$228K
BFS
14
BridgePort Financial Solutions
Iowa
$222K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$200K
CWP
16
Concord Wealth Partners
Virginia
$190K +$72 +2 +0%
CA
17
CoreCap Advisors
Michigan
$153K +$36 +1 +0%
KAS
18
Kestra Advisory Services
Texas
$98K +$96.8K +2,692 New
GSWM
19
Golden State Wealth Management
California
$36.2K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$36.1K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$35.2K
GRP
22
Global Retirement Partners
California
$31.9K
AF
23
Allworth Financial
California
$26.7K +$26.4K +733 New
UBS Group
24
UBS Group
Switzerland
$1.64K -$359K -9,979 -100%
ASN
25
Advisory Services Network
Georgia
-$37.5K -1,050 Closed

BKCG Hedge Fund Activity: Q4 2025 in Review

24 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Concentrated Growth ETF (BKCG) for Q4 2025, worth a combined $15.8M — up 5.1% from $15M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BKCG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $634K. The largest seller was UBS Group, cutting an estimated $359K.

  • 24 institutional investors held BNY Mellon Concentrated Growth ETF (BKCG) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $15.8M of BNY Mellon Concentrated Growth ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 3 funds opened new BNY Mellon Concentrated Growth ETF positions in Q4 2025 and 2 closed out, a net change of +1 holder.
  • The largest BNY Mellon Concentrated Growth ETF buyer in Q4 2025 was Citadel Advisors, an estimated $634K added.
  • The largest BNY Mellon Concentrated Growth ETF seller in Q4 2025 was UBS Group, an estimated $359K sold.

Based on aggregated 13F filings for Q4 2025.