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BKDV

BNY Mellon Dynamic Value ETF
BKDV

82 hedge funds and large institutions have $1.03B invested in BNY Mellon Dynamic Value ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

614% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

49% more capital invested

Capital invested by funds: $690M → $1.03B (+$340M)

26% more funds holding

Funds holding: 65 → 82 (+17)

3.95% more ownership

Funds ownership: 94.84% → 98.79% (+4%)

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
50
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$118M
2
Bank of America
Bank of America
North Carolina
+$40.6M
3
LPL Financial
LPL Financial
California
+$29.9M
4
Mariner
Mariner
Kansas
+$29M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.59M
2
TPA
Trivium Point Advisory
Connecticut
-$4.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.59M
4
Citadel Advisors
Citadel Advisors
Florida
-$887K
5
ESB
Essex Savings Bank
Connecticut
-$47.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
26
Trivium Point Advisory
Connecticut
$5.6M -$4.57M -151,471 -45%
FWP
27
FAS Wealth Partners
Kansas
$5.54M +$2.57M +85,124 +84%
JF
28
JSF Financial
California
$5.54M +$3.79M +125,588 +205%
Truist Financial
29
Truist Financial
North Carolina
$5.43M +$5.52M +183,048 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.1M +$3.74M +123,871 +871%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$3.79M +$1.07M +35,415 +38%
MW
32
Maia Wealth
Colorado
$3.78M +$115K +3,804 +3%
P
33
&Partners
Tennessee
$2.77M +$225K +7,446 +9%
NWMP
34
Noble Wealth Management PBC
Colorado
$2.73M +$642K +21,273 +30%
SA
35
Sanctuary Advisors
Indiana
$2.71M +$305K +10,096 +12%
NLP
36
Next Level Private
New York
$2.44M +$1.13M +37,450 +83%
IA
37
IFP Advisors
Florida
$2.44M +$212K +7,027 +9%
AAA
38
American Alpha Advisors
New York
$2.4M +$458K +15,175 +23%
KAS
39
Kestra Advisory Services
Texas
$2.4M +$502K +16,628 +26%
SMAM
40
Sugar Maple Asset Management
Wisconsin
$2.28M +$1.08M +35,663 +86%
PAS
41
Park Avenue Securities
New York
$2.05M +$449K +14,876 +27%
GF
42
GGM Financials
Ohio
$1.94M +$790K +26,200 +67%
SMC
43
Smith, Moore & Co
Missouri
$1.9M +$399K +13,208 +26%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.46M +$1.48M +49,173 New
OC
45
Oppenheimer & Co
New York
$1.31M +$488K +16,166 +58%
GS
46
GTS Securities
New York
$1.31M +$356K +11,806 +37%
IAS
47
Insigneo Advisory Services
Florida
$1.3M +$172K +5,699 +15%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.12M +$403K +13,369 +53%
LFAS
49
Level Four Advisory Services
Texas
$1.04M +$805K +26,692 +315%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$923K +$584K +19,347 +164%
1
2
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BKDV Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q1 2026, worth a combined $1.03B — up 49% from $690M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BKDV positions and 2 closed out — a net gain of 18 holders — while 50 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $118M. The largest seller was Bank of New York Mellon, cutting an estimated $9.59M.

  • 82 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $1.03B of BNY Mellon Dynamic Value ETF stock for Q1 2026, up 49% quarter-over-quarter.
  • 20 funds opened new BNY Mellon Dynamic Value ETF positions in Q1 2026 and 2 closed out, a net change of +18 holders.
  • The largest BNY Mellon Dynamic Value ETF buyer in Q1 2026 was Raymond James Financial, an estimated $118M added.
  • The largest BNY Mellon Dynamic Value ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $9.59M sold.

Based on aggregated 13F filings for Q1 2026.