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BNY Mellon Global Infrastructure Income ETF

18 hedge funds and large institutions have $28.4M invested in BNY Mellon Global Infrastructure Income ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

50% more funds holding

Funds holding: 1218 (+6)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

17% more capital invested

Capital invested by funds: $24.3M → $28.4M (+$4.12M)

10.95% more ownership

Funds ownership: 74.73%85.68% (+11%)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sovereign Investment Advisors
Arizona
$9.46M +$1.98M +63,078 +25%
NA
2
Nottingham Advisors
New York
$6.02M -$339K -10,790 -5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.61M +$46.5K +1,479 +1%
LPL Financial
4
LPL Financial
California
$2.09M +$1.88M +59,988 +634%
VF
5
Virtu Financial
New York
$1.62M +$1.69M +53,817 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$34.1K +1,085 +2%
CB
7
Community Bank
New York
$1.31M +$7.23K +230 +0.5%
HighTower Advisors
8
HighTower Advisors
Illinois
$992K -$10.9K -347 -1%
Lido Advisors
9
Lido Advisors
California
$714K -$28.1K -894 -4%
CC
10
Courier Capital
New York
$486K +$506K +16,107 New
SMC
11
Smith, Moore & Co
Missouri
$257K +$268K +8,538 New
Jane Street
12
Jane Street
New York
$236K +$246K +7,836 New
JP Morgan Chase
13
JP Morgan Chase
New York
$55.8K +$58.2K +1,851 New
Osaic Holdings
14
Osaic Holdings
Arizona
$16.3K
NA
15
NewEdge Advisors
Louisiana
$15.1K +$15.7K +500 New
CFGS
16
Concourse Financial Group Securities
Alabama
$8.87K -$3.08K -98 -26%
UBS Group
17
UBS Group
Switzerland
$7.08K +$3.24K +103 +78%
Morgan Stanley
18
Morgan Stanley
New York
$125 +$126 +4 New
Citadel Advisors
19
Citadel Advisors
Florida
-$237K -7,291 Closed

BKGI Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Global Infrastructure Income ETF (BKGI) for Q4 2024, worth a combined $28.4M — up 17% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKGI positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Sovereign Investment Advisors, adding an estimated $1.98M. The largest seller was Nottingham Advisors, cutting an estimated $339K.

  • 18 institutional investors held BNY Mellon Global Infrastructure Income ETF (BKGI) as of Q4 2024, up from 12 in Q3 2024.
  • Funds reported $28.4M of BNY Mellon Global Infrastructure Income ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 7 funds opened new BNY Mellon Global Infrastructure Income ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest BNY Mellon Global Infrastructure Income ETF buyer in Q4 2024 was Sovereign Investment Advisors, an estimated $1.98M added.
  • The largest BNY Mellon Global Infrastructure Income ETF seller in Q4 2024 was Nottingham Advisors, an estimated $339K sold.

Based on aggregated 13F filings for Q4 2024.