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BNY Mellon Ultra Short Income ETF

27 hedge funds and large institutions have $168M invested in BNY Mellon Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

13% more funds holding

Funds holding: 2427 (+3)

2% more capital invested

Capital invested by funds: $165M → $168M (+$2.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 73.36%73.3% (-0.06%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$93.5M -$38.4K -771 -0%
RA
2
RPOA Advisors
Texas
$31.5M -$285K -5,719 -0.9%
AC
3
Avestar Capital
New York
$17.6M -$2.31M -46,247 -12%
KAM
4
Kensington Asset Management
Texas
$6.9M
Raymond James Financial
5
Raymond James Financial
Florida
$3.19M +$1.48M +29,749 +87%
GRP
6
Global Retirement Partners
California
$1.74M -$204K -4,100 -10%
PWA
7
PCG Wealth Advisors
Kansas
$1.73M +$21.1K +423 +1%
EFG
8
Elevated Financial Group
Indiana
$1.69M +$1.69M +34,005 New
LPL Financial
9
LPL Financial
California
$1.54M +$345K +6,913 +29%
Citadel Advisors
10
Citadel Advisors
Florida
$1.46M +$1.26M +25,227 +614%
FTUS
11
Flow Traders U.S.
New York
$1.1M +$866K +17,364 +361%
WWM
12
Western Wealth Management
Colorado
$973K +$975K +19,564 New
FHA
13
Flagship Harbor Advisors
Massachusetts
$888K -$27.4K -550 -3%
PAG
14
Private Advisor Group
New Jersey
$846K +$17.4K +350 +2%
P
15
&Partners
Tennessee
$631K -$211K -4,239 -25%
Goldman Sachs
16
Goldman Sachs
New York
$558K +$559K +11,223 New
WIP
17
WealthCare Investment Partners
Rhode Island
$373K +$373K +7,490 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$363K +$54.7K +1,098 +18%
Jane Street
19
Jane Street
New York
$301K -$718K -14,404 -70%
TSS
20
Two Sigma Securities
New York
$256K +$257K +5,156 New
HAS
21
HBW Advisory Services
California
$212K +$1.4K +28 +0.7%
QAM
22
Q3 Asset Management
Michigan
$205K +$206K +4,123 New
Osaic Holdings
23
Osaic Holdings
Arizona
$147K -$47.9K -960 -25%
GWM
24
Geneos Wealth Management
Colorado
$19K
Comerica Bank
25
Comerica Bank
Texas
$7.11K -$449 -9 -6%

BKUI Hedge Fund Activity: Q4 2025 in Review

27 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Ultra Short Income ETF (BKUI) for Q4 2025, worth a combined $168M — up 1.8% from $165M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKUI positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.48M. The largest seller was Avestar Capital, cutting an estimated $2.31M.

  • 27 institutional investors held BNY Mellon Ultra Short Income ETF (BKUI) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $168M of BNY Mellon Ultra Short Income ETF stock for Q4 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Ultra Short Income ETF positions in Q4 2025 and 5 closed out, a net change of +3 holders.
  • The largest BNY Mellon Ultra Short Income ETF buyer in Q4 2025 was Raymond James Financial, an estimated $1.48M added.
  • The largest BNY Mellon Ultra Short Income ETF seller in Q4 2025 was Avestar Capital, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2025.