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BKCG

BNY Mellon Concentrated Growth ETF

25 hedge funds and large institutions have $14.4M invested in BNY Mellon Concentrated Growth ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 2425 (+1)

0.01% less ownership

Funds ownership: 13.02%13.01% (-0.01%)

9% less capital invested

Capital invested by funds: $15.8M → $14.4M (-$1.36M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$6.48M
LPL Financial
2
LPL Financial
California
$1.69M +$262K +7,295 +17%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$802K -$415K -11,525 -33%
KWM
4
Kaydan Wealth Management
Michigan
$686K
Wells Fargo
5
Wells Fargo
California
$659K -$60.4K -1,678 -8%
Citadel Advisors
6
Citadel Advisors
Florida
$641K +$44.5K +1,237 +7%
SFS
7
Symphony Financial Services
Ohio
$496K -$9.64K -268 -2%
EH
8
Equitable Holdings
New York
$468K -$16K -445 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$448K -$17K -473 -3%
Morgan Stanley
10
Morgan Stanley
New York
$411K -$10K -278 -2%
SOS
11
Silver Oak Securities
Tennessee
$211K
BFS
12
BridgePort Financial Solutions
Iowa
$207K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$204K -$20.9K -581 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$188K -$179K -4,974 -47%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$187K
JP Morgan Chase
16
JP Morgan Chase
New York
$151K +$164K +4,571 New
CA
17
CoreCap Advisors
Michigan
$142K -$36 -1 -0%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$105K +$75.6K +2,102 +212%
HNB
19
Huntington National Bank
Ohio
$41.1K
ASN
20
Advisory Services Network
Georgia
$35.7K +$37.8K +1,050 New
GSWM
21
Golden State Wealth Management
California
$33.8K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$32.9K
CA
23
Clearstead Advisors
Ohio
$25.7K +$27.2K +757 New
AF
24
Allworth Financial
California
$24.9K
HI
25
Harbour Investments
Wisconsin
$21.4K +$22.6K +628 New

BKCG Hedge Fund Activity: Q1 2026 in Review

25 of the 8,159 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Concentrated Growth ETF (BKCG) for Q1 2026, worth a combined $14.4M — down 8.6% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BKCG positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $262K. The largest seller was Commonwealth Equity Services, cutting an estimated $415K.

  • 25 institutional investors held BNY Mellon Concentrated Growth ETF (BKCG) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $14.4M of BNY Mellon Concentrated Growth ETF stock for Q1 2026, down 8.6% quarter-over-quarter.
  • 5 funds opened new BNY Mellon Concentrated Growth ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest BNY Mellon Concentrated Growth ETF buyer in Q1 2026 was LPL Financial, an estimated $262K added.
  • The largest BNY Mellon Concentrated Growth ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $415K sold.

Based on aggregated 13F filings for Q1 2026.