BNY Mellon Dynamic Value ETF

BKDV

Market cap $1.7B

27 hedge funds and large institutions have $191M invested in BNY Mellon Dynamic Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New

Increased

Maintained

Reduced

Closed

10,537% more capital invested

Capital invested by funds: $1.79M → $191M (+$189M)

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

575% more funds holding

Funds holding: 4 → 27 (+23)

82.07% more ownership

Funds ownership: 14.55% → 96.62% (+82%)

Holders

Holders Change

+23

Holders Change %

+575%

% of All Funds

0.36%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

–

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Bank of New York Mellon New York	+$139M
2	PWP Principle Wealth Partners Madison, Connecticut	+$23.3M
3	MFG Merit Financial Group Alpharetta, Georgia	+$4.97M
4	Commonwealth Equity Services Waltham, Massachusetts	+$4.29M
5	CWA Crux Wealth Advisors Long Beach, California	+$2.95M

Top Sellers

Bank of America

Charlotte, North Carolina

-$2.46K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Bank of New York Mellon New York	$138M	+$139M	+5,452,259	New
2	PWP 2 Principle Wealth Partners Madison, Connecticut	$23M	+$23.3M	+911,018	New
3	MFG 3 Merit Financial Group Alpharetta, Georgia	$4.93M	+$4.97M	+194,825	New
4	4 Commonwealth Equity Services Waltham, Massachusetts	$4.25M	+$4.29M	+168,144	New
5	CWA 5 Crux Wealth Advisors Long Beach, California	$2.92M	+$2.95M	+115,494	New
6	TPA 6 Trivium Point Advisory Westport, Connecticut	$2.89M	+$2.91M	+114,086	New
7	7 Envestnet Asset Management Chicago, Illinois	$1.84M	+$1.86M	+72,923	New
8	P 8 &Partners Nashville, Tennessee	$1.75M	+$1.79M	+69,997	New
9	SMC 9 Smith, Moore & Co Clayton, Missouri	$1.71M	+$216K	+8,453	+14%
10	SWM 10 StoneCrest Wealth Management Chandler, Arizona	$1.62M	+$1.64M	+64,148	New
11	SA 11 Sanctuary Advisors Indianapolis, Indiana	$1.42M	+$1.43M	+55,984	New
12	KCFA 12 Key Client Fiduciary Advisors Fairfield, New Jersey	$1.2M	+$1.21M	+47,425	New
13	AAA 13 American Alpha Advisors New York	$885K	+$893K	+34,982	New
14	IAS 14 Insigneo Advisory Services Miami, Florida	$744K	+$751K	+29,409	New
15	15 HighTower Advisors Chicago, Illinois	$709K	+$716K	+28,024	New
16	16 Jane Street New York	$643K	+$649K	+25,437	New
17	FPGK 17 Financial Partners Group (Kansas) Overland Park, Kansas	$424K	+$428K	+16,782	New
18	MW 18 Maia Wealth Denver, Colorado	$412K	+$441K	+17,279	New
19	BFG 19 Bleakley Financial Group Fairfield, New Jersey	$338K	+$281	+11	+0.1%
20	TFM 20 Trademark Financial Management Bloomington, Minnesota	$246K	+$248K	+9,717	New
21	AWS 21 Atria Wealth Solutions New York	$233K	+$235K	+9,208	New
22	22 Envestnet Portfolio Solutions Chicago, Illinois	$233K	+$235K	+9,208	New
23	SPIA 23 Steward Partners Investment Advisory New York	$185K	+$187K	+7,307	New
24	24 Osaic Holdings Scottsdale, Arizona	$20.8K	+$21K	+822	New
25	25 Morgan Stanley New York	$9.33K	+$9.42K	+369	New