BNY Mellon Dynamic Value ETF
BKDV
82 hedge funds and large institutions have $1.03B invested in BNY Mellon Dynamic Value ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 7 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
614% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 7
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more capital invested
Capital invested by funds: $690M → $1.03B (+$340M)
26% more funds holding
Funds holding: 65 → 82 (+17)
3.95% more ownership
Funds ownership: 94.84% → 98.79% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$118M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.9M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$29M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.59M |
| 2 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
-$4.57M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$887K |
| 5 |
ESB
Essex Savings Bank
Essex,
Connecticut
|
-$47.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
76
Clearstead Advisors
Cleveland,
Ohio
| $29.5K | – | – | – |
|
77
Jones Financial Companies
Des Peres,
Missouri
| $12.3K | +$12.7K | +421 | New |
|
|
GIA
78
GHP Investment Advisors
Denver,
Colorado
| $11.9K | +$12.1K | +400 | New |
|
|
PB
79
Prosperity Bancshares
Houston,
Texas
| $11.6K | – | – | – |
|
|
HI
80
Harbour Investments
Madison,
Wisconsin
| $10.4K | – | – | – |
|
81
Wells Fargo
San Francisco,
California
| $5.22K | +$5.31K | +176 | New |
|
82
UBS Group
Zurich,
Switzerland
| $2.52K | +$2.56K | +85 | New |
|
|
83
Citadel Advisors
Miami,
Florida
| – | -$887K | -30,551 | Closed |
|
84
Morgan Stanley
New York
| – | -$1.86K | -64 | Closed |
|
BKDV Hedge Fund Activity: Q1 2026 in Review
82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q1 2026, worth a combined $1.03B — up 49% from $690M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BKDV positions and 2 closed out — a net gain of 18 holders — while 50 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $118M. The largest seller was Bank of New York Mellon, cutting an estimated $9.59M.
- 82 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q1 2026, up from 65 in Q4 2025.
- Funds reported $1.03B of BNY Mellon Dynamic Value ETF stock for Q1 2026, up 49% quarter-over-quarter.
- 20 funds opened new BNY Mellon Dynamic Value ETF positions in Q1 2026 and 2 closed out, a net change of +18 holders.
- The largest BNY Mellon Dynamic Value ETF buyer in Q1 2026 was Raymond James Financial, an estimated $118M added.
- The largest BNY Mellon Dynamic Value ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $9.59M sold.
Based on aggregated 13F filings for Q1 2026.