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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$63.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$41.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$33.8M |
| 4 |
AO
Advisor OS
Chicago,
Illinois
|
+$23.5M |
| 5 |
MA
MJP Associates
Farmington,
Connecticut
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$8.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.72M |
| 3 |
Bank of New York Mellon
New York
|
-$2.7M |
| 4 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$2.06M |
| 5 |
Jane Street
New York
|
-$1.26M |
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.