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BKDV

BNY Mellon Dynamic Value ETF
BKDV

32 hedge funds and large institutions have $353M invested in BNY Mellon Dynamic Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

85% more capital invested

Capital invested by funds: $191M → $353M (+$162M)

19% more funds holding

Funds holding: 27 → 32 (+5)

1.33% more ownership

Funds ownership: 96.62% → 97.94% (+1.3%)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
16
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWP
Principle Wealth Partners
Connecticut
+$67.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$40.5M
3
SPIA
Steward Partners Investment Advisory
New York
+$8.94M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$6.95M
5
CWA
Crux Wealth Advisors
California
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.08M
2
BFG
Bleakley Financial Group
New Jersey
-$338K
3
AWS
Atria Wealth Solutions
New York
-$233K
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$233K
5
HighTower Advisors
HighTower Advisors
Illinois
-$66.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$135M -$9.08M -364,040 -7%
PWP
2
Principle Wealth Partners
Connecticut
$96M +$67.3M +2,696,598 +296%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$47.7M +$40.5M +1,624,413 +966%
SPIA
4
Steward Partners Investment Advisory
New York
$9.73M +$8.94M +358,527 +4,907%
CWA
5
Crux Wealth Advisors
California
$9.73M +$6.24M +250,240 +217%
IWC
6
Integrated Wealth Concepts
Massachusetts
$7.42M +$6.95M +278,776 New
SWM
7
StoneCrest Wealth Management
Arizona
$7.13M +$5.09M +203,967 +318%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.88M +$5.49M +220,123 +26,779%
MFG
9
Merit Financial Group
Georgia
$5.87M +$645K +25,856 +13%
TPA
10
Trivium Point Advisory
Connecticut
$3.12M +$79.3K +3,179 +3%
Stifel Financial
11
Stifel Financial
Missouri
$2.64M +$2.47M +99,220 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.64M +$653K +26,187 +36%
MW
13
Maia Wealth
Colorado
$2.33M +$1.75M +70,258 +407%
P
14
&Partners
Tennessee
$1.9M +$32.5K +1,303 +2%
KCFA
15
Key Client Fiduciary Advisors
New Jersey
$1.89M +$585K +23,450 +49%
SMC
16
Smith, Moore & Co
Missouri
$1.8M +$2.79K +112 +0.2%
AAS
17
Avantax Advisory Services
Texas
$1.55M +$1.45M +58,325 New
FPGK
18
Financial Partners Group (Kansas)
Kansas
$1.49M +$980K +39,285 +234%
SA
19
Sanctuary Advisors
Indiana
$1.49M -$2.92K -117 -0.2%
Jane Street
20
Jane Street
New York
$1.43M +$707K +28,360 +111%
KAS
21
Kestra Advisory Services
Texas
$971K +$910K +36,493 New
AAA
22
American Alpha Advisors
New York
$877K -$50.2K -2,012 -6%
IAS
23
Insigneo Advisory Services
Florida
$783K – – –
NLP
24
Next Level Private
New York
$699K +$655K +26,275 New
GS
25
GTS Securities
New York
$697K +$653K +26,199 New
1
2

BKDV Hedge Fund Activity: Q2 2025 in Review

32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q2 2025, worth a combined $353M — up 85% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKDV positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Principle Wealth Partners, adding an estimated $67.3M. The largest seller was Bank of New York Mellon, cutting an estimated $9.08M.

  • 32 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $353M of BNY Mellon Dynamic Value ETF stock for Q2 2025, up 85% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Dynamic Value ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest BNY Mellon Dynamic Value ETF buyer in Q2 2025 was Principle Wealth Partners, an estimated $67.3M added.
  • The largest BNY Mellon Dynamic Value ETF seller in Q2 2025 was Bank of New York Mellon, an estimated $9.08M sold.

Based on aggregated 13F filings for Q2 2025.