Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust II (BEDY)

28 + Investors. Track Smart Money conviction in BEDY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — BEDY

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold BEDY right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +2700% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+2700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

14 buying13 selling
Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 27 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 96% entered in last year

■ 4% conviction (2yr+) ■ 0% medium ■ 96% new
Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~7 new funds/quarter

0 → 0 → 0 → 27 → 7 new funds/Q
New funds entering each quarter: 0 → 0 → 27 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 28 current holders: 27 (96%) entered in the past year, only 1 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 92% AUM from top-100 funds

92% from top-100 AUM funds
6 of 28 holders are among the 100 largest funds by AUM, controlling 92% of total institutional value in BEDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BEDY

In 2026 Q1, 14 hedge funds were net buyers of BEDY (7 opened a new position, 7 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 92% of total institutional value in BEDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 28.

Hedge Fund Ownership: BEDY

How many hedge funds hold BEDY — quarterly history vs. share price
Quarterly hedge fund ownership of BEDY vs. share price

Market Analysis: BEDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BEDY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BNY Mellon ETF Trust II (BEDY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BEDY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
BEDY
+7.3%
SPY
+12.4%

BEDY outperformed SPY by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
BEDY
+4.8%
SPY
-1.1%

Since the filing became public, BEDY outperformed SPY by +5.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BEDY
28 + Investors

Track Smart Money conviction in BEDY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 28 -
13F Shares 4M 3M 8.37%
Total Value $99M $90M 10.09%
New Positions 7 28 -21
Increased Positions 7 0 +7
Closed Positions 7 0 +7
Reduced Positions 6 0 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BEDY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BEDY. Verified SEC 13F-HR filings.

QUARTER:
Top 23 BEDY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rodgers & Associates, LTD 0.08% 30,685 $833K
2 Trilogy Capital Inc. 0.04% 33,531 $911K
3 HighPoint Advisor Group LLC 0.04% 33,808 $918K
4 Catalyst Financial Partners LLC 0.03% 7,797 $212K
5 Flagship Harbor Advisors, LLC 0.01% 11,374 $309K
6 Krilogy Financial LLC 0.01% 12,625 $350K
7 Integrity Alliance, LLC. 0.01% 8,918 $242K
8 Laird Norton Wetherby Trust Company, LLC 0.00% 7,805 $212K
9 LPL Financial LLC 0.00% 570,706 $15.5M
10 Advisory Services Network, LLC 0.00% 9,007 $245K
11 Commonwealth Equity Services, LLC 0.00% 72,991 $2.0M
12 Northwestern Mutual Wealth Management Co 0.00% 163,898 $4.5M
13 Cresset Asset Management, LLC 0.00% 19,900 $541K
14 Osaic Holdings, INC. 0.00% 20,515 $557K
15 Kestra Advisory Services, LLC 0.00% 7,563 $205K
16 Steward Partners Investment Advisory, LLC 0.00% 4,494 $122K
17 Wilmington Savings Fund Society, FSB 0.00% 705 $19K
18 Farther Finance Advisors, LLC 0.00% 1,426 $39K
19 US Bancorp \de\ 0.00% 4,993 $136K
20 Raymond James Financial Inc 0.00% 19,496 $530K
21 Wells Fargo & Company/Mn 0.00% 2,131 $58K
22 Morgan Stanley 0.00% 5,853 $159K
23 Royal Bank of Canada 0.00% 173 $5K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BNY Mellon ETF Trust II (BEDY)

What does the Smart Money Trend signal show for BEDY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BEDY?

Slight buying edge — 52% buying: Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BEDY holders?

Elite ownership — 92% AUM from top-100 funds: 6 of 28 holders are among the 100 largest funds by AUM, controlling 92% of total institutional value in BEDY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BEDY?

Mostly new holders — 96% entered in last year: Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy BNY Mellon ETF Trust II (BEDY) following the 2026 Q1 hedge fund 13F filings?

As of today, BEDY has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +5.9%. Since the quarter end (March 31, 2026), BEDY has gained +7.3% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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