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BNY Mellon Global Infrastructure Income ETF

12 hedge funds and large institutions have $24.3M invested in BNY Mellon Global Infrastructure Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more funds holding

Funds holding: 1012 (+2)

18% more capital invested

Capital invested by funds: $20.5M → $24.3M (+$3.75M)

2.45% more ownership

Funds ownership: 72.28%74.73% (+2.5%)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sovereign Investment Advisors
Arizona
$8.15M
NA
2
Nottingham Advisors
New York
$6.84M +$880K +28,760 +16%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.84M +$3.62M +118,269 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.59M -$595K -19,460 -28%
CB
5
Community Bank
New York
$1.4M +$902K +29,490 +215%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.08M +$129K +4,234 +15%
Lido Advisors
7
Lido Advisors
California
$796K +$749K +24,502 New
LPL Financial
8
LPL Financial
California
$307K +$289K +9,455 New
Citadel Advisors
9
Citadel Advisors
Florida
$237K -$1.04M -33,872 -82%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.6K +$2.29K +75 +16%
CFGS
11
Concourse Financial Group Securities
Alabama
$12.4K +$5.47K +179 +88%
UBS Group
12
UBS Group
Switzerland
$4.29K +$4.04K +132 New
3AM
13
3EDGE Asset Management
Florida
-$3.84M -134,209 Closed
FFO
14
Fortitude Family Office
Arizona
-$87.1K -3,046 Closed

BKGI Hedge Fund Activity: Q3 2024 in Review

12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Global Infrastructure Income ETF (BKGI) for Q3 2024, worth a combined $24.3M — up 18% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKGI positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $3.62M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $3.84M sold.

  • 12 institutional investors held BNY Mellon Global Infrastructure Income ETF (BKGI) as of Q3 2024, up from 10 in Q2 2024.
  • Funds reported $24.3M of BNY Mellon Global Infrastructure Income ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 4 funds opened new BNY Mellon Global Infrastructure Income ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest BNY Mellon Global Infrastructure Income ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $3.62M added.
  • The largest BNY Mellon Global Infrastructure Income ETF seller in Q3 2024 was 3EDGE Asset Management, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2024.