BKDV

BNY Mellon Dynamic Value ETF

82 hedge funds and large institutions have $1.02B invested in BNY Mellon Dynamic Value ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5W
51
5T Wealth
California
$831K
BWM
52
Baron Wealth Management
Michigan
$818K
MML Investors Services
53
MML Investors Services
Massachusetts
$779K
Cerity Partners
54
Cerity Partners
New York
$770K
IIWM
55
Investment Insight Wealth Management
New York
$649K
TFM
56
Trademark Financial Management
Minnesota
$502K
BIP
57
Blueprint Investment Partners
North Carolina
$498K
BFA
58
Blueprint Financial Advisors
North Carolina
$498K
BW
59
BXM Wealth
Colorado
$470K
FA
60
Fiducient Advisors
Illinois
$449K
KF
61
Krilogy Financial
Missouri
$422K
MFP
62
Meramec Financial Planners
Missouri
$365K
NCM
63
NCM Capital Management
New Jersey
$362K
LOWM
64
Laurel Oak Wealth Management
New Jersey
$322K
IA
65
Integrity Alliance
Iowa
$281K
ESB
66
Essex Savings Bank
Connecticut
$265K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$256K
KPWS
68
Kestra Private Wealth Services
Texas
$255K
AQR Capital Management
69
AQR Capital Management
Connecticut
$200K
ASN
70
Advisory Services Network
Georgia
$135K
CAM
71
Clarity Asset Management
Iowa
$128K
WTC
72
WhitTier Trust Company
Nevada
$59.1K
WWM
73
Western Wealth Management
Colorado
$51.9K
AUB
74
Atlantic Union Bankshares
Virginia
$37.1K
CA
75
Clearstead Advisors
Ohio
$29.5K