BNY Mellon Dynamic Value ETF
BKDV
32 hedge funds and large institutions have $353M invested in BNY Mellon Dynamic Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
85% more capital invested
Capital invested by funds: $191M → $353M (+$162M)
19% more funds holding
Funds holding: 27 → 32 (+5)
1.33% more ownership
Funds ownership: 96.62% → 97.94% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$67.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$40.5M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$8.94M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$6.95M |
| 5 |
CWA
Crux Wealth Advisors
Long Beach,
California
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.08M |
| 2 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$338K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$233K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$233K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$66.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
HighTower Advisors
Chicago,
Illinois
| $674K | -$66.9K | -2,681 | -10% |
|
|
TFM
27
Trademark Financial Management
Bloomington,
Minnesota
| $294K | +$33.2K | +1,333 | +14% |
|
|
ESB
28
Essex Savings Bank
Essex,
Connecticut
| $279K | +$262K | +10,495 | New |
|
|
FWP
29
FAS Wealth Partners
Leawood,
Kansas
| $212K | +$206K | +8,253 | New |
|
|
IA
30
Integrity Alliance
Urbandale,
Iowa
| $202K | +$189K | +7,579 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $153K | +$143K | +5,737 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $9.29K | – | – | – |
|
|
BFG
33
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$338K | -13,349 | Closed |
|
|
AWS
34
Atria Wealth Solutions
New York
| – | -$233K | -9,208 | Closed |
|
|
35
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$233K | -9,208 | Closed |
|
36
Morgan Stanley
New York
| – | -$9.33K | -369 | Closed |
|
BKDV Hedge Fund Activity: Q2 2025 in Review
32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q2 2025, worth a combined $353M — up 85% from $191M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BKDV positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Principle Wealth Partners, adding an estimated $67.3M. The largest seller was Bank of New York Mellon, cutting an estimated $9.08M.
- 32 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q2 2025, up from 27 in Q1 2025.
- Funds reported $353M of BNY Mellon Dynamic Value ETF stock for Q2 2025, up 85% quarter-over-quarter.
- 10 funds opened new BNY Mellon Dynamic Value ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
- The largest BNY Mellon Dynamic Value ETF buyer in Q2 2025 was Principle Wealth Partners, an estimated $67.3M added.
- The largest BNY Mellon Dynamic Value ETF seller in Q2 2025 was Bank of New York Mellon, an estimated $9.08M sold.
Based on aggregated 13F filings for Q2 2025.