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BNY Mellon Ultra Short Income ETF

18 hedge funds and large institutions have $168M invested in BNY Mellon Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more funds holding

Funds holding: 1518 (+3)

3% more capital invested

Capital invested by funds: $162M → $168M (+$5.57M)

5.1% less ownership

Funds ownership: 77.35%72.25% (-5.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$94.8M +$1.58M +31,676 +2%
RA
2
RPOA Advisors
Texas
$36.9M +$1.46M +29,394 +4%
AC
3
Avestar Capital
New York
$20.3M +$1.63M +32,750 +9%
KAM
4
Kensington Asset Management
Texas
$6.77M +$562K +11,302 +9%
Citadel Advisors
5
Citadel Advisors
Florida
$2.48M +$2.26M +45,412 +1,071%
Jane Street
6
Jane Street
New York
$1.54M +$743K +14,948 +93%
ZI
7
ZEGA Investments
Florida
$1.21M +$235K +4,716 +24%
P
8
&Partners
Tennessee
$998K +$521K +10,485 +110%
FHA
9
Flagship Harbor Advisors
Massachusetts
$918K +$915K +18,400 New
LPL Financial
10
LPL Financial
California
$687K +$275K +5,535 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$463K -$11.3K -227 -2%
FTUS
12
Flow Traders U.S.
New York
$256K -$1.47M -29,483 -85%
Raymond James Financial
13
Raymond James Financial
Florida
$138K +$138K +2,776 New
JP Morgan Chase
14
JP Morgan Chase
New York
$30.9K +$30.8K +619 New
PS
15
Principal Securities
Iowa
$28.9K
GWM
16
Geneos Wealth Management
Colorado
$19.1K +$19K +382 New
Osaic Holdings
17
Osaic Holdings
Arizona
$9.98K +$9.95K +200 New
Comerica Bank
18
Comerica Bank
Texas
$7.58K +$7.56K +152 New
PWA
19
PCG Wealth Advisors
Kansas
-$2.96M -59,304 Closed
UBS Group
20
UBS Group
Switzerland
-$394K -7,904 Closed
HAS
21
HBW Advisory Services
California
-$39.5K -792 Closed

BKUI Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Ultra Short Income ETF (BKUI) for Q2 2025, worth a combined $168M — up 3.4% from $162M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BKUI positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.26M. The largest seller was PCG Wealth Advisors, exiting entirely with an estimated $2.96M sold.

  • 18 institutional investors held BNY Mellon Ultra Short Income ETF (BKUI) as of Q2 2025, up from 15 in Q1 2025.
  • Funds reported $168M of BNY Mellon Ultra Short Income ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 6 funds opened new BNY Mellon Ultra Short Income ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest BNY Mellon Ultra Short Income ETF buyer in Q2 2025 was Citadel Advisors, an estimated $2.26M added.
  • The largest BNY Mellon Ultra Short Income ETF seller in Q2 2025 was PCG Wealth Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2025.