BNY Mellon Dynamic Value ETF
BKDV
96 hedge funds and large institutions have $1.59B invested in BNY Mellon Dynamic Value ETF in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 19 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
189% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 19
54% more capital invested
Capital invested by funds: $1.03B → $1.59B (+$561M)
17% more funds holding
Funds holding: 82 → 96 (+14)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3.09% less ownership
Funds ownership: 98.79% → 95.7% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$124M |
| 2 |
LPL Financial
San Diego,
California
|
+$90.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.5M |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$27M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$11.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.33M |
| 3 |
IWS
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
-$1.89M |
| 4 |
MA
MJP Associates
Farmington,
Connecticut
|
-$1.21M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
-$1.17M |
BKDV Hedge Fund Activity: Q2 2026 in Review
96 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Dynamic Value ETF (BKDV) for Q2 2026, worth a combined $1.59B — up 54% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BKDV positions and 3 closed out — a net gain of 14 holders — while 55 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $124M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $11.3M.
- 96 institutional investors held BNY Mellon Dynamic Value ETF (BKDV) as of Q2 2026, up from 82 in Q1 2026.
- Funds reported $1.59B of BNY Mellon Dynamic Value ETF stock for Q2 2026, up 54% quarter-over-quarter.
- 17 funds opened new BNY Mellon Dynamic Value ETF positions in Q2 2026 and 3 closed out, a net change of +14 holders.
- The largest BNY Mellon Dynamic Value ETF buyer in Q2 2026 was Raymond James Financial, an estimated $124M added.
- The largest BNY Mellon Dynamic Value ETF seller in Q2 2026 was Steward Partners Investment Advisory, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2026.