BKDV

BNY Mellon Dynamic Value ETF
BKDV

Overview Fund Activity

30 hedge funds and large institutions have $346M invested in BNY Mellon Dynamic Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
10
Increased
15
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWP
Principle Wealth Partners
Connecticut
+$71.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$43.2M
3
SPIA
Steward Partners Investment Advisory
New York
+$9.54M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$7.42M
5
CWA
Crux Wealth Advisors
California
+$6.66M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.69M
2
BFG
Bleakley Financial Group
New Jersey
-$338K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$233K
4
AWS
Atria Wealth Solutions
New York
-$233K
5
HighTower Advisors
HighTower Advisors
Illinois
-$71.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$135M -$9.69M -364,040 -7%
PWP
2
Principle Wealth Partners
Connecticut
$96M +$71.8M +2,696,598 +296%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$47.7M +$43.2M +1,624,413 +966%
SPIA
4
Steward Partners Investment Advisory
New York
$9.73M +$9.54M +358,527 +4,907%
CWA
5
Crux Wealth Advisors
California
$9.73M +$6.66M +250,240 +217%
IWC
6
Integrated Wealth Concepts
Massachusetts
$7.42M +$7.42M +278,776 New
SWM
7
StoneCrest Wealth Management
Arizona
$7.13M +$5.43M +203,967 +318%
MFG
8
Merit Financial Group
Georgia
$5.87M +$688K +25,856 +13%
TPA
9
Trivium Point Advisory
Connecticut
$3.12M +$84.6K +3,179 +3%
Stifel Financial
10
Stifel Financial
Missouri
$2.64M +$2.64M +99,220 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.64M +$697K +26,187 +36%
MW
12
Maia Wealth
Colorado
$2.33M +$1.87M +70,258 +407%
P
13
&Partners
Tennessee
$1.9M +$34.7K +1,303 +2%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$1.89M +$624K +23,450 +49%
SMC
15
Smith, Moore & Co
Missouri
$1.8M +$2.98K +112 +0.2%
AAS
16
Avantax Advisory Services
Texas
$1.55M +$1.55M +58,325 New
FPGK
17
Financial Partners Group (Kansas)
Kansas
$1.49M +$1.05M +39,285 +234%
Jane Street
18
Jane Street
New York
$1.43M +$755K +28,360 +111%
KAS
19
Kestra Advisory Services
Texas
$971K +$971K +36,493 New
AAA
20
American Alpha Advisors
New York
$877K -$53.5K -2,012 -6%
IAS
21
Insigneo Advisory Services
Florida
$783K – – –
NLP
22
Next Level Private
New York
$699K +$699K +26,275 New
GS
23
GTS Securities
New York
$697K +$697K +26,199 New
HighTower Advisors
24
HighTower Advisors
Illinois
$674K -$71.3K -2,681 -10%
TFM
25
Trademark Financial Management
Minnesota
$294K +$35.5K +1,333 +14%
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