Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKGI)

117 + 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
↑ +30
Streak
9Q ▲
Buyers last Q
80%

Smart Money Signals — BKGI

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
119 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 — +177% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+177% 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 — 80% buying

97 buying24 selling
Last quarter: 97 funds were net buyers (38 opened a brand new position + 59 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BKGI position: 13 → 14 → 30 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 59% entered in last year

■ 8% conviction (2yr+) ■ 34% medium ■ 59% new
Only 9 funds (8%) 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

22 → 13 → 14 → 30 → 38 new funds/Q
New funds entering each quarter: 13 → 14 → 30 → 38. 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 — 80% of holders entered in last year

■ 7% veterans ■ 13% 1-2yr ■ 80% new
Of 119 current holders: 95 (80%) entered in the past year, only 8 (7%) 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
14 of 117 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.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — 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 Q2, 97 hedge funds were net buyers of BKGI (38 opened a new position, 59 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 9 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: +30 funds (more new holders than closures). Total institutional holders: 119.

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

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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 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BKGI
117 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 117 89 31.46%
13F Shares 21M 16M 33.75%
Total Value $932M $693M 34.53%
New Positions 38 30 +8
Increased Positions 59 40 +19
Closed Positions 8 6 +2
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKGI

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Institutional Holders (2026 Q2)

117 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sovereign Investment Advisors, LLC 5.88% 696,182 $31.3M
2 Legacy CG, LLC 5.04% 437,775 $19.7M
3 WLTH Capital Management, LLC 3.62% 125,573 $5.6M
4 S&A Financial Services, Inc. 2.37% 86,420 $3.9M
5 Aureum Wealth Management, LLC 1.84% 66,075 $3.0M
6 Capital Investment Counsel, LLC 1.67% 300,440 $13.5M
7 Nottingham Advisors, INC. 1.61% 298,421 $13.5M
8 Twin Focus Capital Partners, LLC 1.16% 252,819 $11.4M
9 Avior Wealth Management, LLC 0.84% 708,022 $31.8M
10 Base Wealth Management LLC 0.83% 39,443 $1.8M
11 BXM Wealth LLC 0.55% 22,625 $1.0M
12 Providence First Trust Co 0.42% 33,191 $1.5M
13 Community Bank, N.A. 0.39% 79,835 $3.6M
14 Rubicon Advisors, GP 0.38% 11,713 $527K
15 Harborfront Financial Group LLC 0.37% 2,174 $98K
16 Thompson David Blair 0.35% 13,809 $615K
17 Brookwood Investment Group LLC 0.34% 68,041 $3.1M
18 Waterloo Capital, L.P. 0.32% 127,511 $5.7M
19 Courier Capital LLC 0.27% 119,655 $5.4M
20 Trademark Financial Management, LLC 0.27% 14,390 $647K
21 Modern Wealth Management, LLC 0.25% 466,169 $21.0M
22 Meridian Wealth Management, LLC 0.23% 168,392 $7.6M
23 Kensington Asset Management, LLC 0.23% 94,680 $4.3M
24 Dynamic Advisor Solutions LLC 0.21% 166,581 $7.5M
25 WealthCare Investment Partners, LLC 0.21% 18,952 $852K
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 — 9 quarters in a row: For 9 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 — 80% buying: Last quarter: 97 funds were net buyers (38 opened a brand new position + 59 added to an existing one). Only 24 were sellers (16 trimmed + 8 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: 14 of 117 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 — 59% entered in last year: Only 9 funds (8%) 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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