BNY Mellon ETF Trust II (BKDV) Hedge Fund Ownership (Q2 2026)

BNY Mellon ETF Trust II (BKDV)

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

Smart Money Signals — BKDV

Based on 96 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added BKDV 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

96 hedge funds hold BKDV right now — the highest count in 1.8 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 — +220% more funds vs a year ago

fund count last 6Q

+66 new funds entered over the past year (+220% 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 — 77% buying

73 buying22 selling

Last quarter: 73 funds were net buyers (18 opened a brand new position + 55 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 28 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 60% entered in last year

■ 0% conviction (2yr+) ■ 40% medium ■ 60% 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.

💰

Value +55% but shares only +37% — price-driven

Value

+55%

+36%

Last quarter: the total dollar value of institutional holdings rose +55%, but actual share count only changed +37%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~18 new funds/quarter

10 → 12 → 28 → 21 → 18 new funds/Q

New funds entering each quarter: 12 → 28 → 21 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 76% of holders entered in last year

■ 0% veterans ■ 24% 1-2yr ■ 76% new

Of 96 current holders: 73 (76%) 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.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

13 of 96 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BKDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	96	82	17.07%
13F Shares	48M	35M	36.91%
Total Value	$1.58B	$1.02B	55.13%
New Positions	18	21	-3
Increased Positions	55	49	+6
Closed Positions	4	3	+1
Reduced Positions	18	7	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

17.07%

13F Shares

48M

35M

36.91%

Total Value

$1.58B

$1.02B

55.13%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

96 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BKDV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Principle Wealth Partners LLC	5.67%	3,495,412	$117.8M
2	Intentional Wealth Strategies, LLC	5.45%	178,932	$6.0M
3	Crux Wealth Advisors	4.08%	363,318	$12.8M
4	Mjp Associates Inc /Adv	3.75%	1,056,033	$35.6M
5	StoneCrest Wealth Management, Inc.	3.15%	290,277	$9.8M
6	Sugar Maple Asset Management, LLC	2.60%	135,525	$4.6M
7	Advisor OS, LLC	2.37%	1,066,307	$35.9M
8	American Alpha Advisors, LLC	2.22%	125,053	$4.2M
9	Noble Wealth Management PBC	1.77%	117,612	$4.0M
10	JSF Financial, LLC	1.63%	316,285	$10.7M
11	GGM Financial LLC	1.27%	116,943	$3.9M
12	Trivium Point Advisory, LLC	1.14%	376,323	$12.7M
13	Investment Insight Wealth Management, LLC	0.89%	32,062	$1.1M
14	Maia Wealth LLC	0.75%	161,343	$5.4M
15	Next Level Private LLC	0.74%	114,168	$3.8M
16	BXM Wealth LLC	0.50%	27,555	$929K
17	Financial Partners Group, Inc	0.48%	138,518	$4.7M
18	Bleakley Financial Group, LLC	0.48%	1,241,555	$41.8M
19	Nations Financial Group Inc, /Ia/ /Adv	0.47%	282,361	$9.5M
20	KFA Private Wealth Group, LLC	0.39%	49,102	$1.7M
21	Copper Harbor Investment Advisors, LLC	0.36%	52,339	$1.8M
22	Legacy Capital Wealth Partners, LLC	0.36%	50,949	$1.7M
23	Meramec Financial Planners, LLC	0.35%	30,236	$1.0M
24	Trademark Financial Management, LLC	0.35%	25,276	$852K
25	Baron Wealth Management LLC	0.30%	34,773	$1.2M

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 (BKDV)

What does the Smart Money Trend signal show for BKDV?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added BKDV 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 BKDV?

More buyers than sellers — 77% buying: Last quarter: 73 funds were net buyers (18 opened a brand new position + 55 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKDV holders?

Elite ownership — 55% AUM from top-100 funds: 13 of 96 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BKDV. 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 BKDV?

Mostly new holders — 60% 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.

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BNY Mellon ETF Trust II (BKDV)

Smart Money Signals — BKDV

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +220% more funds vs a year ago

More buyers than sellers — 77% buying

Steady new buyers — ~18 new funds per quarter

Mostly new holders — 60% entered in last year

Value +55% but shares only +37% — price-driven

Steady discovery — ~18 new funds/quarter

Early stage — 76% of holders entered in last year

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — BKDV

Hedge Fund Ownership: BKDV

Market Analysis: BKDV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKDV

Hedge Fund Positioning: BKDV

Statistics: BKDV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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

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