Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust II (BKDV)

96 + 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
↑ +14
Streak
6Q ▲
Buyers last Q
77%

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%
Shares
+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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
11 of 96 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — BKDV

In 2026 Q2, 73 hedge funds were net buyers of BKDV (18 opened a new position, 55 added to an existing one), while 22 reduced or exited (18 trimmed, 4 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in BKDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 96.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: BKDV
96 + Investors

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

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

Statistics: BKDV

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Financial Highlights

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Institutional Holders (2026 Q2)

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:
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 6.72% 4,065,430 $136.2M
2 Intentional Wealth Strategies, LLC 5.37% 170,948 $5.7M
3 Mjp Associates Inc /Adv 3.97% 1,083,118 $36.3M
4 Crux Wealth Advisors 3.93% 338,200 $11.3M
5 Ruggaard & Associates LLC 3.17% 264,134 $8.8M
6 StoneCrest Wealth Management, Inc. 3.14% 293,642 $9.8M
7 Advisor OS, LLC 2.42% 1,083,118 $36.3M
8 Sugar Maple Asset Management, LLC 2.02% 93,788 $3.1M
9 American Alpha Advisors, LLC 1.89% 104,319 $3.5M
10 Noble Wealth Management PBC 1.75% 116,654 $3.9M
11 JSF Financial, LLC 1.40% 264,433 $8.9M
12 GGM Financial LLC 1.15% 90,191 $3.0M
13 Harborfront Financial Group LLC 1.14% 9,015 $302K
14 Trivium Point Advisory, LLC 1.09% 359,591 $12.0M
15 Maia Wealth LLC 0.70% 140,952 $4.7M
16 Investment Insight Wealth Management, LLC 0.67% 23,141 $775K
17 Next Level Private LLC 0.63% 96,305 $3.2M
18 Bleakley Financial Group, LLC 0.51% 1,189,385 $39.8M
19 Financial Partners Group, Inc 0.46% 134,206 $4.5M
20 Nations Financial Group Inc, /Ia/ /Adv 0.39% 244,837 $8.2M
21 FAS Wealth Partners, Inc. 0.37% 213,465 $7.1M
22 BXM Wealth LLC 0.37% 20,380 $683K
23 Copper Harbor Investment Advisors, LLC 0.36% 50,657 $1.7M
24 KFA Private Wealth Group, LLC 0.35% 43,780 $1.5M
25 5T Wealth, LLC 0.35% 28,190 $944K
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?

Strong quality — 32% AUM from major funds: 11 of 96 holders rank in the top 100 by AUM, accounting for 32% 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 — 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.

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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