Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust II (BKDV)

80 + 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
↑ +18
Streak
5Q ▲
Buyers last Q
88%

Smart Money Signals — BKDV

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 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
82 hedge funds hold BKDV right now — the highest count in 1.5 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 — +215% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+215% 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 — 88% buying

70 buying10 selling
Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 12 → 28 → 21. 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.
🔄

Mostly new holders — 65% entered in last year

■ 0% conviction (2yr+) ■ 35% medium ■ 65% 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.
🚀

Acceleration phase — new buyers rushing in

23 → 10 → 12 → 28 → 21 new funds/Q
New funds entering each quarter: 10 → 12 → 28 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 95% of holders entered in last year

■ 0% veterans ■ 5% 1-2yr ■ 95% new
Of 82 current holders: 78 (95%) 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 — 27% AUM from major funds

27% from top-100 AUM funds
9 of 82 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — BKDV

In 2026 Q1, 70 hedge funds were net buyers of BKDV (21 opened a new position, 49 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in BKDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 82.

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.

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

Signal Freshness measures how much BKDV 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 · 82d ago
BKDV
+12.3%
SPY
+15.1%

BKDV outperformed SPY by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BKDV
+3.9%
SPY
+1.3%

Since the filing became public, BKDV outperformed SPY by +2.6% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: BKDV
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 64 25.0%
13F Shares 34M 24M 44.14%
Total Value $1.00B $690M 45.34%
New Positions 21 28 -7
Increased Positions 48 28 +20
Closed Positions 5 3 +2
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKDV

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Financial Highlights

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Institutional Holders (2026 Q1)

80 + 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:
Top 25 BKDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Principle Wealth Partners LLC 6.73% 3,969,257 $117.7M
2 Intentional Wealth Strategies, LLC 6.35% 229,887 $6.8M
3 Mjp Associates Inc /Adv 4.04% 1,120,695 $33.2M
4 Crux Wealth Advisors 3.90% 342,566 $10.2M
5 StoneCrest Wealth Management, Inc. 3.75% 299,201 $8.9M
6 Ruggaard & Associates LLC 3.11% 264,296 $7.8M
7 Advisor OS, LLC 2.40% 1,119,430 $33.2M
8 Sugar Maple Asset Management, LLC 1.39% 76,942 $2.3M
9 Noble Wealth Management PBC 1.37% 92,120 $2.7M
10 American Alpha Advisors, LLC 1.28% 81,046 $2.4M
11 JSF Financial, LLC 1.09% 186,738 $5.5M
12 Trivium Point Advisory, LLC 1.01% 188,847 $5.6M
13 GGM Financial LLC 0.89% 65,288 $1.9M
14 Investment Insight Wealth Management, LLC 0.70% 21,880 $649K
15 Maia Wealth LLC 0.64% 127,319 $3.8M
16 Next Level Private LLC 0.55% 82,305 $2.4M
17 Financial Partners Group, Inc 0.45% 127,749 $3.8M
18 BXM Wealth LLC 0.36% 15,835 $470K
19 FAS Wealth Partners, Inc. 0.34% 186,746 $5.5M
20 5T Wealth, LLC 0.33% 28,020 $831K
21 Nations Financial Group Inc, /Ia/ /Adv 0.31% 204,852 $6.1M
22 Trademark Financial Management, LLC 0.25% 16,939 $502K
23 Baron Wealth Management LLC 0.24% 27,594 $818K
24 KFA Private Wealth Group, LLC 0.20% 28,636 $849K
25 Legacy Capital Wealth Partners, LLC 0.19% 31,120 $923K
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 — 5 quarters in a row: For 5 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 — 88% buying: Last quarter: 70 funds were net buyers (21 opened a brand new position + 49 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKDV holders?

Strong quality — 27% AUM from major funds: 9 of 82 holders rank in the top 100 by AUM, accounting for 27% 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 — 65% 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.

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

As of today, BKDV has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), BKDV has gained +12.3% 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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