We are live on ! Find out more
BKDV

BNY Mellon Dynamic Value ETF
BKDV

65 hedge funds and large institutions have $690M invested in BNY Mellon Dynamic Value ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

55% more funds holding

Funds holding: 42 → 65 (+23)

53% more capital invested

Capital invested by funds: $451M → $690M (+$240M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2.2% less ownership

Funds ownership: 97.04% → 94.84% (-2.2%)

Holders
65
Holders Change
+23
Holders Change %
+54.76%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
26
Increased
29
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$63.2M
2
Bank of America
Bank of America
North Carolina
+$41.6M
3
Stifel Financial
Stifel Financial
Missouri
+$33.8M
4
AO
Advisor OS
Illinois
+$23.5M
5
MA
MJP Associates
Connecticut
+$23.5M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$8.19M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.72M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.7M
4
KCFA
Key Client Fiduciary Advisors
New Jersey
-$2.06M
5
Jane Street
Jane Street
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$2.06M -$32.9K -1,163 -2%
AAA
27
American Alpha Advisors
New York
$1.91M +$292K +10,302 +19%
KAS
28
Kestra Advisory Services
Texas
$1.87M +$281K +9,907 +18%
JF
29
JSF Financial
California
$1.77M +$1.73M +61,150 New
PAS
30
Park Avenue Securities
New York
$1.57M +$308K +10,882 +25%
SMC
31
Smith, Moore & Co
Missouri
$1.48M -$223K -7,871 -13%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.32M -$4.72M -166,702 -79%
NLP
33
Next Level Private
New York
$1.3M +$490K +17,304 +63%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$1.2M +$1.17M +41,279 New
GF
35
GGM Financials
Ohio
$1.13M +$1.11M +39,088 New
IAS
36
Insigneo Advisory Services
Florida
$1.11M +$249K +8,789 +30%
GS
37
GTS Securities
New York
$935K +$432K +15,264 +90%
Citadel Advisors
38
Citadel Advisors
Florida
$887K +$866K +30,551 New
OC
39
Oppenheimer & Co
New York
$815K +$796K +28,089 New
KPWG
40
KFA Private Wealth Group
Virginia
$778K +$759K +26,800 New
JP Morgan Chase
41
JP Morgan Chase
New York
$733K +$715K +25,250 New
5W
42
5T Wealth
California
$720K +$702K +24,793 New
BWM
43
Baron Wealth Management
Michigan
$616K +$602K +21,236 New
MML Investors Services
44
MML Investors Services
Massachusetts
$578K +$564K +19,906 New
BFA
45
Blueprint Financial Advisors
North Carolina
$461K +$450K +15,899 New
BIP
46
Blueprint Investment Partners
North Carolina
$461K +$450K +15,899 New
TFM
47
Trademark Financial Management
Minnesota
$423K +$48K +1,693 +13%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$413K +$403K +14,220 New
KF
49
Krilogy Financial
Missouri
$412K +$386K +13,615 New
IIWM
50
Investment Insight Wealth Management
New York
$389K +$380K +13,407 New
1
2
3

BKDV Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q4 2025, worth a combined $690M — up 53% from $451M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BKDV positions and 3 closed out — a net gain of 23 holders — while 29 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $63.2M. The largest seller was Integrated Wealth Concepts, cutting an estimated $8.19M.

  • 65 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $690M of BNY Mellon Dynamic Value ETF stock for Q4 2025, up 53% quarter-over-quarter.
  • 26 funds opened new BNY Mellon Dynamic Value ETF positions in Q4 2025 and 3 closed out, a net change of +23 holders.
  • The largest BNY Mellon Dynamic Value ETF buyer in Q4 2025 was Raymond James Financial, an estimated $63.2M added.
  • The largest BNY Mellon Dynamic Value ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $8.19M sold.

Based on aggregated 13F filings for Q4 2025.