Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKAG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — BKAG

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BKAG 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
87 hedge funds hold BKAG right now — the highest count in 3.0 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 — +32% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+32% 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 — 67% buying

61 buying30 selling
Last quarter: 61 funds were net buyers (11 opened a brand new position + 50 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 12 → 21 → 11. 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.
📌

Mixed — 30% long-term, 31% new

■ 30% conviction (2yr+) ■ 39% medium ■ 31% new
Of the 87 current holders: 26 (30%) held >2 years, 34 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

10 → 17 → 12 → 21 → 11 new funds/Q
New funds entering each quarter: 17 → 12 → 21 → 11. A growing number of institutions are discovering BKAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 40% new entrants

■ 30% veterans ■ 30% 1-2yr ■ 40% new
Of 87 current holders: 26 (30%) held 2+ years, 26 held 1–2 years, 35 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
13 of 87 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — BKAG

In 2026 Q1, 61 hedge funds were net buyers of BKAG (11 opened a new position, 50 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in BKAG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: BKAG

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

Market Analysis: BKAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKAG

-- --

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

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

Signal Freshness measures how much BKAG 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 · 81d ago
BKAG
-0.7%
SPY
+15.1%

BKAG outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BKAG
+1.2%
SPY
+1.3%

Since the filing became public, BKAG outperformed SPY by -0.1% .

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.

5 top-rated funds 8 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BKAG
87 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 85 2.35%
13F Shares 44M 44M -0.66%
Total Value $1.81B $1.87B -3.22%
New Positions 11 21 -10
Increased Positions 50 40 +10
Closed Positions 9 11 -2
Reduced Positions 21 18 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKAG

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Financial Highlights

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Institutional Holders (2026 Q1)

87 + investors

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

QUARTER:
Top 25 BKAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPOA Advisors, Inc. 38.07% 20,618,899 $870.1M
2 Lord & Richards Wealth Management, LLC 8.87% 239,716 $10.1M
3 Total Investment Management Inc 8.45% 1,718,308 $72.5M
4 Talon Private Wealth, LLC 6.73% 1,200,865 $50.7M
5 Tailwinds Wealth, LLC 6.58% 63,538 $2.7M
6 Carolina Wealth Advisors, LLC 5.29% 301,218 $12.7M
7 Crux Wealth Advisors 5.23% 322,805 $13.6M
8 Wealth Forward, LLC 4.95% 207,879 $8.8M
9 Tanager Wealth Management LLP 4.92% 1,204,595 $50.8M
10 Glen Eagle Advisors, LLC 4.23% 716,350 $30.2M
11 Maripau Wealth Management LLC 2.72% 146,567 $6.2M
12 Curran Financial Partners, LLC 2.42% 320,689 $13.5M
13 Signal Advisors Wealth, LLC 2.40% 827,487 $34.9M
14 Sightline Wealth Advisors, LLC 1.77% 99,066 $4.2M
15 E6 Portfolios, LLC 1.23% 27,924 $1.2M
16 SevenBridge Financial Group, LLC 1.08% 163,114 $6.9M
17 GM Advisory Group, LLC 1.00% 615,975 $26.0M
18 BankPlus Wealth Management LLC 0.88% 40,522 $1.7M
19 Second Line Capital, LLC 0.83% 104,032 $4.4M
20 First Heartland Consultants, Inc. 0.68% 209,940 $8.9M
21 Symphony Financial, Ltd. Co. 0.64% 115,300 $4.9M
22 Merited Wealth, LLC 0.62% 17,832 $753K
23 CENTRAL TRUST Co 0.58% 703,812 $29.7M
24 Magnolia Private Wealth, LLC 0.53% 18,934 $799K
25 Brookstone Capital Management 0.48% 998,424 $42.1M
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 (BKAG)

What does the Smart Money Trend signal show for BKAG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BKAG 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 BKAG?

More buyers than sellers — 67% buying: Last quarter: 61 funds were net buyers (11 opened a brand new position + 50 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKAG holders?

Strong quality — 20% AUM from major funds: 13 of 87 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BKAG?

Mixed — 30% long-term, 31% new: Of the 87 current holders: 26 (30%) held >2 years, 34 held 1–2 years, and 27 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, BKAG has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), BKAG has gained -0.7% vs +15.1% 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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