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BNY Mellon Dynamic Value ETF (BKDV) Institutional Ownership

$24.74 +0.48 (+1.98%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$150.16M
Number of
Institutional Sellers
(last 12 months)
0
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BKDV Institutional Buying and Selling by Quarter

BNY Mellon Dynamic Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.72,923$1.84M0.0%N/A0.679%
4/29/2025 Bank of New York Mellon Corp5,452,259$137.89M0.0%N/A50.766%
4/25/2025 Trademark Financial Management LLC9,717$246K0.2%N/A0.090%
4/21/2025 Envestnet Portfolio Solutions Inc.9,208$233K0.0%N/A0.086%
4/18/2025 Insigneo Advisory Services LLC29,409$744K0.1%N/A0.274%
4/11/2025 StoneCrest Wealth Management Inc.64,148$1.62M1.0%N/A0.822%
4/10/2025 Key Client Fiduciary Advisors LLC47,425$1.20M0.5%N/A0.608%
4/9/2025 Merit Financial Group LLC194,825$4.93M0.1%N/A2.498%
2/13/2025Smith Moore & CO.59,069$1.45M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

BKDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKDV shares?

During the previous two years, 9 institutional investors and hedge funds held shares of BNY Mellon Dynamic Value ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($137.89M), Merit Financial Group LLC ($4.93M), Envestnet Asset Management Inc. ($1.84M), StoneCrest Wealth Management Inc. ($1.62M), Smith Moore & CO. ($1.45M), Key Client Fiduciary Advisors LLC ($1.20M), and Insigneo Advisory Services LLC ($744K).Learn more on BKDV's institutional investors.

Which institutional investors have been buying BNY Mellon Dynamic Value ETF stock?

Of the 9 institutional investors that purchased BNY Mellon Dynamic Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($5.45M), Merit Financial Group LLC ($194.83K), Envestnet Asset Management Inc. ($72.92K), StoneCrest Wealth Management Inc. ($64.15K), Smith Moore & CO. ($59.07K), Key Client Fiduciary Advisors LLC ($47.43K), and Insigneo Advisory Services LLC ($29.41K).

How much institutional buying is happening at BNY Mellon Dynamic Value ETF?

Institutional investors have bought a total of 5,938,983 shares in the last 24 months. This purchase volume represents approximately $150.16M in transactions.



This page (NYSEARCA:BKDV) was last updated on 5/2/2025 by MarketBeat.com Staff
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