BKDV

BNY Mellon Dynamic Value ETF
BKDV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
PWP
Principle Wealth Partners
Connecticut
+$71.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$43.2M
3
SPIA
Steward Partners Investment Advisory
New York
+$9.54M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$7.42M
5
CWA
Crux Wealth Advisors
California
+$6.66M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.69M
2
BFG
Bleakley Financial Group
New Jersey
-$338K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$233K
4
AWS
Atria Wealth Solutions
New York
-$233K
5
HighTower Advisors
HighTower Advisors
Illinois
-$71.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
26
Essex Savings Bank
Connecticut
$279K +$279K +10,495 New
FWP
27
FAS Wealth Partners
Kansas
$212K +$212K +8,253 New
IA
28
Integrity Alliance
Iowa
$202K +$202K +7,579 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$153K +$153K +5,737 New
HI
30
Harbour Investments
Wisconsin
$9.29K – – –
BFG
31
Bleakley Financial Group
New Jersey
– -$338K -13,349 Closed
AWS
32
Atria Wealth Solutions
New York
– -$233K -9,208 Closed
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
– -$233K -9,208 Closed
Osaic Holdings
34
Osaic Holdings
Arizona
– -$20.8K -822 Closed
Morgan Stanley
35
Morgan Stanley
New York
– -$9.33K -369 Closed
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