Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST II (BKDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
4Q ▲
Buyers last Q
87%

Smart Money Signals — BKDV

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
60 hedge funds hold BKDV right now — the highest count in 1.2 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 — +1400% more funds vs a year ago

fund count last 5Q
+56 new funds entered over the past year (+1400% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 87% buying

53 buying8 selling
Last quarter: 53 funds were net buyers (26 opened a brand new position + 27 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new BKDV position: 22 → 10 → 11 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 70% entered in last year

■ 0% conviction (2yr+) ■ 30% medium ■ 70% 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.
📈

Growing discovery — still being found

22 → 10 → 11 → 26 new funds/Q
New funds entering each quarter: 22 → 10 → 11 → 26. A growing number of institutions are discovering BKDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 60 current holders: 60 (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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
6 of 60 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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: BKDV

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

Market Analysis: BKDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKDV

-- --

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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: BKDV
2026 Q1 Stats Unlock in 15 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 37 62.16%
13F Shares 23M 16M 48.89%
Total Value $680M $437M 55.51%
New Positions 26 11 +15
Increased Positions 27 19 +8
Closed Positions 3 3 -
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKDV

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

60 + investors

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

Top 25 institutional holders of BKDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CRUX WEALTH ADVISORS 3.90% 342,566 $10.2M
2 StoneCrest Wealth Management, Inc. 3.75% 299,201 $8.9M
3 Sugar Maple Asset Management, LLC 1.39% 76,942 $2.3M
4 Noble Wealth Management PBC 1.37% 92,120 $2.7M
5 Trivium Point Advisory, LLC 1.01% 188,847 $5.6M
6 Investment Insight Wealth Management, LLC 0.70% 21,880 $649K
7 Next Level Private LLC 0.55% 82,305 $2.4M
8 Financial Partners Group, Inc 0.45% 127,749 $3.8M
9 BXM Wealth LLC 0.36% 15,835 $470K
10 5T Wealth, LLC 0.33% 28,020 $831K
11 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.31% 204,852 $6.1M
12 Trademark Financial Management, LLC 0.25% 16,939 $502K
13 Baron Wealth Management LLC 0.24% 27,594 $818K
14 KFA Private Wealth Group, LLC 0.20% 28,636 $849K
15 Bleakley Financial Group, LLC 0.16% 350,119 $10.4M
16 Meramec Financial Planners, LLC 0.14% 11,680 $365K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.09% 2,221,860 $65.9M
18 Essex Bank 0.06% 8,929 $265K
19 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% 10,869 $322K
20 Merit Financial Group, LLC 0.05% 244,141 $7.2M
21 IFP Advisors, Inc 0.05% 82,241 $2.4M
22 PARK AVENUE SECURITIES LLC 0.02% 69,082 $2K
23 OPPENHEIMER & CO INC 0.02% 44,255 $1.3M
24 Krilogy Financial LLC 0.01% 13,615 $422K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 212,528 $6.3M
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 — 4 quarters in a row: For 4 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 — 87% buying: Last quarter: 53 funds were net buyers (26 opened a brand new position + 27 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKDV holders?

Strong quality — 30% AUM from major funds: 6 of 60 holders rank in the top 100 by AUM, accounting for 30% 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 BKDV?

Mostly new holders — 70% 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.