Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST II (BKCG)

22 + Investors. Track Smart Money conviction in BKCG. 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
59%

Smart Money Signals — BKCG

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 3Q
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
22 hedge funds hold BKCG right now — the highest count in 1.0 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.
🟡

Slight buying edge — 59% buying

10 buying7 selling
Last quarter: 10 funds bought or added vs 7 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.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 0% conviction (2yr+) ■ 50% medium ■ 50% new
Only 0 funds (0%) 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.
⚠️

Saturation — most institutions already know this story

7 → 4 → 3 new funds/Q
New funds entering each quarter: 7 → 4 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
6 of 22 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — BKCG

In 2025 Q4, 10 hedge funds were net buyers of BKCG (3 opened a new position, 7 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: BKCG

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

Market Analysis: BKCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKCG

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BKCG
2026 Q1 Stats Unlock in 4 days 22 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 22 22 -
13F Shares 431K 419K 2.96%
Total Value $16M $15M 5.15%
New Positions 3 4 -1
Increased Positions 7 4 +3
Closed Positions 3 2 +1
Reduced Positions 4 7 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKCG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 25 institutional holders of BKCG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Symphony Financial Services, Inc. 0.25% 14,586 $496K
2 Kaydan Wealth Management, Inc. 0.23% 20,193 $686K
3 BridgePort Financial Solutions, LLC 0.06% 6,107 $207K
4 FAYEZ SAROFIM & CO 0.02% 190,665 $6.5M
5 SILVER OAK SECURITIES, INCORPORATED 0.02% 6,217 $211K
6 CoreCap Advisors, LLC 0.00% 4,189 $142K
7 Golden State Wealth Management, LLC 0.00% 995 $34K
8 Equitable Holdings, Inc. 0.00% 12,851 $468K
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 23,594 $802K
10 Cambridge Investment Research Advisors, Inc. 0.00% 5,996 —
11 Advisory Services Network, LLC 0.00% 1,050 $36K
12 LPL Financial LLC 0.00% 49,831 $1.7M
13 HARBOUR INVESTMENTS, INC. 0.00% 628 $21K
14 OSAIC HOLDINGS, INC. 0.00% 5,538 $188K
15 Clearstead Advisors, LLC 0.00% 757 $26K
16 HUNTINGTON NATIONAL BANK 0.00% 1,209 $41K
17 FIFTH THIRD BANCORP 0.00% 3,093 $105K
18 RAYMOND JAMES FINANCIAL INC 0.00% 13,180 $448K
19 WELLS FARGO & COMPANY/MN 0.00% 19,404 $659K
20 CITADEL ADVISORS LLC 0.00% 18,863 $641K
21 Allworth Financial LP 0.00% 733 $25K
22 ROYAL BANK OF CANADA 0.00% 5,503 $187K
23 MORGAN STANLEY 0.00% 12,084 $411K
24 NATIONAL BANK OF CANADA /FI/ 0.00% 550 $19K
25 FMR LLC 0.00% 967 $33K
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 (BKCG)

What does the Smart Money Trend signal show for BKCG?

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 BKCG?

Slight buying edge — 59% buying: Last quarter: 10 funds bought or added vs 7 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 BKCG holders?

Smaller funds dominant — 19% AUM from top-100: 6 of 22 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKCG?

Mostly new holders — 50% entered in last year: Only 0 funds (0%) 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.