Stock Analysis
Data Source: SEC EDGAR 13F
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BNY Mellon ETF Trust II (BEDY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
84%

Smart Money Signals — BEDY

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BEDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
38 hedge funds hold BEDY right now — the highest count in 2.8 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 — +3700% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+3700% 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.
🟢

More buyers than sellers — 84% buying

27 buying5 selling
Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 27 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 97% entered in last year

3% conviction (2yr+) 0% medium 97% new
Only 1 funds (3%) 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.
📊

Peak discovery — momentum slowing

0 → 0 → 27 → 7 → 11 new funds/Q
New funds entering each quarter: 0 → 27 → 7 → 11. BEDY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 97% of holders entered in last year

3% veterans 0% 1-2yr 97% new
Of 38 current holders: 37 (97%) entered in the past year, only 1 (3%) 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 — 77% AUM from top-100 funds

77% from top-100 AUM funds
7 of 38 holders are among the 100 largest funds by AUM, controlling 77% 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 Q2, 27 hedge funds were net buyers of BEDY (11 opened a new position, 16 added to an existing one), while 5 reduced or exited (4 trimmed, 1 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. 77% of total institutional value in BEDY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 38.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BEDY
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 28 32.14%
13F Shares 4M 4M 19.88%
Total Value $128M $99M 28.56%
New Positions 10 7 +3
Increased Positions 16 7 +9
Closed Positions 1 7 -6
Reduced Positions 4 6 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BEDY

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Institutional Holders (2026 Q2)

37 + 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 25 BEDY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FCG Investment Co 0.60% 59,632 $1.7M
2 S&A Financial Services, Inc. 0.33% 18,834 $546K
3 Rodgers & Associates, LTD 0.08% 32,124 $932K
4 Trilogy Capital Inc. 0.08% 74,277 $2.2M
5 HighPoint Advisor Group LLC 0.05% 44,528 $1.3M
6 Equitable Holdings, Inc. 0.03% 193,392 $5.6M
7 Krilogy Financial LLC 0.02% 27,725 $804K
8 Catalyst Financial Partners LLC 0.02% 7,933 $230K
9 Transcend Capital Advisors, LLC 0.02% 8,764 $254K
10 Beaumont Financial Advisors, LLC 0.01% 7,043 $204K
11 Flagship Harbor Advisors, LLC 0.01% 11,024 $320K
12 Private Trust Co NA 0.01% 4,192 $122K
13 Brown, Lisle/Cummings, INC. 0.01% 1,348 $39K
14 Integrity Alliance, LLC. 0.01% 9,076 $263K
15 Commonwealth Equity Services, LLC 0.01% 139,719 $4.1M
16 Northwestern Mutual Wealth Management Co 0.00% 314,899 $9.1M
17 LPL Financial LLC 0.00% 669,501 $19.4M
18 Laird Norton Wetherby Trust Company, LLC 0.00% 7,805 $226K
19 Advisory Services Network, LLC 0.00% 9,007 $261K
20 Integrated Wealth Concepts LLC 0.00% 17,272 $501K
21 Cresset Asset Management, LLC 0.00% 20,152 $585K
22 Raymond James Financial Inc 0.00% 235,313 $6.8M
23 Stifel Financial Corp 0.00% 57,743 $1.7M
24 Osaic Holdings, INC. 0.00% 27,190 $789K
25 HighTower Advisors, LLC 0.00% 29,675 $861K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BEDY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BEDY?

More buyers than sellers — 84% buying: Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BEDY holders?

Elite ownership — 77% AUM from top-100 funds: 7 of 38 holders are among the 100 largest funds by AUM, controlling 77% 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 — 97% entered in last year: Only 1 funds (3%) 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.

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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