We are live on ! Find out more
BKUI icon

BNY Mellon Ultra Short Income ETF

24 hedge funds and large institutions have $165M invested in BNY Mellon Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 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

33% more funds holding

Funds holding: 1824 (+6)

1.11% more ownership

Funds ownership: 72.25%73.36% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $168M → $165M (-$2.71M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$93.9M -$1.06M -21,181 -1%
RA
2
RPOA Advisors
Texas
$31.9M -$4.97M -99,805 -13%
AC
3
Avestar Capital
New York
$20M -$373K -7,491 -2%
KAM
4
Kensington Asset Management
Texas
$6.93M +$150K +3,010 +2%
GRP
5
Global Retirement Partners
California
$1.95M +$1.95M +39,100 New
Raymond James Financial
6
Raymond James Financial
Florida
$1.71M +$1.57M +31,564 +1,137%
PWA
7
PCG Wealth Advisors
Kansas
$1.71M +$1.71M +34,339 New
LPL Financial
8
LPL Financial
California
$1.2M +$508K +10,190 +74%
Jane Street
9
Jane Street
New York
$1.02M -$523K -10,491 -34%
FHA
10
Flagship Harbor Advisors
Massachusetts
$919K
P
11
&Partners
Tennessee
$845K -$154K -3,085 -15%
PAG
12
Private Advisor Group
New Jersey
$832K +$830K +16,655 New
GWSG
13
GPS Wealth Strategies Group
Colorado
$403K +$402K +8,064 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$310K -$154K -3,085 -33%
FTUS
15
Flow Traders U.S.
New York
$240K -$15.9K -320 -6%
HAS
16
HBW Advisory Services
California
$212K +$211K +4,243 New
HF
17
HRT Financial
New York
$209K +$209K +4,198 New
Citadel Advisors
18
Citadel Advisors
Florida
$205K -$2.27M -45,543 -92%
Osaic Holdings
19
Osaic Holdings
Arizona
$195K +$185K +3,713 +1,857%
JP Morgan Chase
20
JP Morgan Chase
New York
$64.8K +$33.8K +679 +110%
UBS Group
21
UBS Group
Switzerland
$55K +$54.9K +1,102 New
PS
22
Principal Securities
Iowa
$29K
GWM
23
Geneos Wealth Management
Colorado
$19.1K
Comerica Bank
24
Comerica Bank
Texas
$7.59K
ZI
25
ZEGA Investments
Florida
-$1.21M -24,220 Closed

BKUI Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Ultra Short Income ETF (BKUI) for Q3 2025, worth a combined $165M — down 1.6% from $168M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKUI positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Global Retirement Partners, opening a new position worth an estimated $1.95M. The largest seller was RPOA Advisors, cutting an estimated $4.97M.

  • 24 institutional investors held BNY Mellon Ultra Short Income ETF (BKUI) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $165M of BNY Mellon Ultra Short Income ETF stock for Q3 2025, down 1.6% quarter-over-quarter.
  • 7 funds opened new BNY Mellon Ultra Short Income ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest BNY Mellon Ultra Short Income ETF buyer in Q3 2025 was Global Retirement Partners, an estimated $1.95M added.
  • The largest BNY Mellon Ultra Short Income ETF seller in Q3 2025 was RPOA Advisors, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2025.