BKDV

BNY Mellon Dynamic Value ETF

30 hedge funds and large institutions have $346M invested in BNY Mellon Dynamic Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
10
Increased
15
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$135M 5,088,219 -364,040 -7%
PWP
2
Principle Wealth Partners
Connecticut
$96M 3,607,616 +2,696,598 +296%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$47.7M 1,792,557 +1,624,413 +966%
SPIA
4
Steward Partners Investment Advisory
New York
$9.73M 365,834 +358,527 +4,907%
CWA
5
Crux Wealth Advisors
California
$9.73M 365,734 +250,240 +217%
IWC
6
Integrated Wealth Concepts
Massachusetts
$7.42M 278,776 +278,776 New
SWM
7
StoneCrest Wealth Management
Arizona
$7.13M 268,115 +203,967 +318%
MFG
8
Merit Financial Group
Georgia
$5.87M 220,681 +25,856 +13%
TPA
9
Trivium Point Advisory
Connecticut
$3.12M 117,265 +3,179 +3%
Stifel Financial
10
Stifel Financial
Missouri
$2.64M 99,220 +99,220 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.64M 99,110 +26,187 +36%
MW
12
Maia Wealth
Colorado
$2.33M 87,537 +70,258 +407%
P
13
&Partners
Tennessee
$1.9M 71,300 +1,303 +2%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$1.89M 70,875 +23,450 +49%
SMC
15
Smith, Moore & Co
Missouri
$1.8M 67,634 +112 +0.2%
AAS
16
Avantax Advisory Services
Texas
$1.55M 58,325 +58,325 New
FPGK
17
Financial Partners Group (Kansas)
Kansas
$1.49M 56,067 +39,285 +234%
Jane Street
18
Jane Street
New York
$1.43M 53,797 +28,360 +111%
KAS
19
Kestra Advisory Services
Texas
$971K 36,493 +36,493 New
AAA
20
American Alpha Advisors
New York
$877K 32,970 -2,012 -6%
IAS
21
Insigneo Advisory Services
Florida
$783K 29,409
NLP
22
Next Level Private
New York
$699K 26,275 +26,275 New
GS
23
GTS Securities
New York
$697K 26,199 +26,199 New
HighTower Advisors
24
HighTower Advisors
Illinois
$674K 25,343 -2,681 -10%
TFM
25
Trademark Financial Management
Minnesota
$294K 11,050 +1,333 +14%