Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST (BKAG)

79 + 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
↑ +10
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — BKAG

Based on 79 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
79 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 — +25% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+25% 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

58 buying28 selling
Last quarter: 58 funds were net buyers (21 opened a brand new position + 37 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new BKAG position: 7 → 17 → 11 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 35% new

■ 30% conviction (2yr+) ■ 34% medium ■ 35% new
Of the 79 current holders: 24 (30%) held >2 years, 27 held 1–2 years, and 28 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

12 → 7 → 17 → 11 → 21 new funds/Q
New funds entering each quarter: 7 → 17 → 11 → 21. A growing number of institutions are discovering BKAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 43% new entrants

■ 34% veterans ■ 23% 1-2yr ■ 43% new
Of 79 current holders: 27 (34%) held 2+ years, 18 held 1–2 years, 34 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
13 of 79 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 4 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BKAG
2026 Q1 Stats Unlock in 16 days 79 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 79 69 14.49%
13F Shares 43M 43M 1.49%
Total Value $1.84B $1.82B 1.02%
New Positions 21 11 +10
Increased Positions 37 35 +2
Closed Positions 11 10 +1
Reduced Positions 17 16 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKAG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

79 + investors

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

Top 25 institutional holders of BKAG — 2025 Q4 · 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 Tailwinds Wealth, LLC 6.58% 63,538 $2.7M
5 Carolina Wealth Advisors, LLC 5.29% 301,218 $12.7M
6 CRUX WEALTH ADVISORS 5.23% 322,805 $13.6M
7 Wealth Forward, LLC 4.95% 207,879 $8.8M
8 Tanager Wealth Management LLP 4.92% 1,204,595 $50.8M
9 Curran Financial Partners, LLC 2.42% 320,689 $13.5M
10 Signal Advisors Wealth, LLC 2.40% 827,487 $34.9M
11 Sightline Wealth Advisors, LLC 1.77% 99,066 $4.2M
12 SevenBridge Financial Group, LLC 1.08% 163,114 $6.9M
13 GM Advisory Group, LLC 1.00% 615,975 $26.0M
14 BankPlus Wealth Management LLC 0.88% 40,522 $1.7M
15 First Heartland Consultants, Inc. 0.68% 209,940 $8.9M
16 Symphony Financial, Ltd. Co. 0.64% 115,300 $4.9M
17 Merited Wealth, LLC 0.62% 17,832 $753K
18 CENTRAL TRUST Co 0.58% 703,812 $29.7M
19 Magnolia Private Wealth, LLC 0.53% 18,934 $799K
20 Brookstone Capital Management 0.48% 998,424 $42.1M
21 Stiles Financial Services Inc 0.42% 32,825 $1.4M
22 COLLECTIVE FAMILY OFFICE LLC 0.42% 44,458 $1.9M
23 Strong Retirement Solutions LLC 0.38% 12,764 $539K
24 SENTINEL PENSION ADVISORS, LLC 0.32% 51,871 $2.2M
25 Harbour Capital Advisors, LLC 0.15% 18,840 $796K
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 — 3 quarters in a row: For 3 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: 58 funds were net buyers (21 opened a brand new position + 37 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKAG holders?

Smaller funds dominant — 13% AUM from top-100: 13 of 79 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKAG?

Mixed — 30% long-term, 35% new: Of the 79 current holders: 24 (30%) held >2 years, 27 held 1–2 years, and 28 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.

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.