Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKGI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
8Q ▲
Buyers last Q
77%

Smart Money Signals — BKGI

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added BKGI 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
89 hedge funds hold BKGI right now — the highest count in 3.0 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.
🚀

Fast accumulation — +287% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+287% 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

70 buying21 selling
Last quarter: 70 funds were net buyers (30 opened a brand new position + 40 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new BKGI position: 22 → 13 → 14 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

■ 6% conviction (2yr+) ■ 39% medium ■ 55% new
Only 5 funds (6%) 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 +102% but shares only +84% — price-driven

Value
+101%
Shares
+83%
Last quarter: the total dollar value of institutional holdings rose +102%, but actual share count only changed +84%. 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.
📈

Growing discovery — still being found

7 → 22 → 13 → 14 → 30 new funds/Q
New funds entering each quarter: 22 → 13 → 14 → 30. A growing number of institutions are discovering BKGI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 81% of holders entered in last year

■ 6% veterans ■ 13% 1-2yr ■ 81% new
Of 89 current holders: 72 (81%) entered in the past year, only 5 (6%) 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
12 of 89 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BKGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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 — BKGI

In 2026 Q1, 70 hedge funds were net buyers of BKGI (30 opened a new position, 40 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in BKGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: BKGI

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

Market Analysis: BKGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKGI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much BKGI 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 · 79d ago
BKGI
+0.4%
SPY
+13.9%

BKGI outperformed SPY by -13.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BKGI
-0.7%
SPY
+0.2%

Since the filing became public, BKGI outperformed SPY by -0.9% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BKGI
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 65 35.38%
13F Shares 16M 9M 82.78%
Total Value $690M $344M 100.74%
New Positions 29 14 +15
Increased Positions 40 30 +10
Closed Positions 6 4 +2
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKGI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

88 + investors

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

QUARTER:
Top 25 BKGI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sovereign Investment Advisors, LLC 7.04% 746,732 $33.3M
2 Legacy CG, LLC 5.39% 435,775 $19.4M
3 S&A Financial Services, Inc. 2.06% 67,245 $3.0M
4 Aureum Wealth Management, LLC 1.92% 61,894 $2.8M
5 Nottingham Advisors, INC. 1.71% 297,415 $13.2M
6 Insight Wealth Strategies, LLC 1.32% 264,809 $11.8M
7 Twin Focus Capital Partners, LLC 1.29% 252,819 $11.3M
8 Base Wealth Management LLC 0.90% 36,087 $1.6M
9 Waterloo Capital, L.P. 0.53% 168,663 $7.5M
10 Community Bank, N.A. 0.42% 79,899 $3.6M
11 Providence First Trust Co 0.42% 26,577 $1.2M
12 Rubicon Advisors, GP 0.41% 10,614 $473K
13 Modern Wealth Management, LLC 0.36% 471,068 $20.9M
14 BXM Wealth LLC 0.34% 9,875 $440K
15 Trademark Financial Management, LLC 0.31% 14,040 $625K
16 Courier Capital LLC 0.28% 111,505 $5.0M
17 WealthCare Investment Partners, LLC 0.22% 17,742 $785K
18 Reliant Investment Partners, LLC 0.19% 5,228 $233K
19 Stratos Wealth Partners, LTD. 0.19% 376,425 $16.8M
20 Barnes Wealth Management Group, Inc 0.14% 6,329 $282K
21 Kensington Asset Management, LLC 0.14% 64,716 $2.6M
22 Trilogy Capital Inc. 0.13% 64,927 $2.9M
23 Spirepoint Private Client, LLC 0.12% 29,259 $1.3M
24 PCG Wealth Advisors, LLC 0.12% 10,809 $481K
25 Proficio Capital Partners LLC 0.10% 43,715 $1.9M
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 (BKGI)

What does the Smart Money Trend signal show for BKGI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BKGI 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 BKGI?

More buyers than sellers — 77% buying: Last quarter: 70 funds were net buyers (30 opened a brand new position + 40 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKGI holders?

Elite ownership — 55% AUM from top-100 funds: 12 of 89 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BKGI. 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 BKGI?

Mostly new holders — 55% entered in last year: Only 5 funds (6%) 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 (BKGI) following the 2026 Q1 hedge fund 13F filings?

As of today, BKGI has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), BKGI has gained +0.4% vs +13.9% 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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