BKDV

BNY Mellon Dynamic Value ETF
BKDV

Overview Fund Activity

26 hedge funds and large institutions have $189M invested in BNY Mellon Dynamic Value ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+22
Holders Change %
+550%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$138M
2
PWP
Principle Wealth Partners
Connecticut
+$23M
3
MFG
Merit Financial Group
Georgia
+$4.93M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.25M
5
CWA
Crux Wealth Advisors
California
+$2.92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.46K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$138M +$138M +5,452,259 New
PWP
2
Principle Wealth Partners
Connecticut
$23M +$23M +911,018 New
MFG
3
Merit Financial Group
Georgia
$4.93M +$4.93M +194,825 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.25M +$4.25M +168,144 New
CWA
5
Crux Wealth Advisors
California
$2.92M +$2.92M +115,494 New
TPA
6
Trivium Point Advisory
Connecticut
$2.89M +$2.89M +114,086 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.84M +$1.84M +72,923 New
P
8
&Partners
Tennessee
$1.75M +$1.75M +69,997 New
SMC
9
Smith, Moore & Co
Missouri
$1.71M +$214K +8,453 +14%
SWM
10
StoneCrest Wealth Management
Arizona
$1.62M +$1.62M +64,148 New
KCFA
11
Key Client Fiduciary Advisors
New Jersey
$1.2M +$1.2M +47,425 New
AAA
12
American Alpha Advisors
New York
$885K +$885K +34,982 New
IAS
13
Insigneo Advisory Services
Florida
$744K +$744K +29,409 New
HighTower Advisors
14
HighTower Advisors
Illinois
$709K +$709K +28,024 New
Jane Street
15
Jane Street
New York
$643K +$643K +25,437 New
FPGK
16
Financial Partners Group (Kansas)
Kansas
$424K +$424K +16,782 New
MW
17
Maia Wealth
Colorado
$412K +$412K +17,279 New
BFG
18
Bleakley Financial Group
New Jersey
$338K +$278 +11 +0.1%
TFM
19
Trademark Financial Management
Minnesota
$246K +$246K +9,717 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$233K +$233K +9,208 New
AWS
21
Atria Wealth Solutions
New York
$233K +$233K +9,208 New
SPIA
22
Steward Partners Investment Advisory
New York
$185K +$185K +7,307 New
Osaic Holdings
23
Osaic Holdings
Arizona
$20.8K +$20.8K +822 New
Morgan Stanley
24
Morgan Stanley
New York
$9.33K +$9.33K +369 New
HI
25
Harbour Investments
Wisconsin
$8.83K +$8.83K +349 New
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