Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST (BKHY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — BKHY

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BKHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
41 funds currently hold this stock — 79% of the 3.0-year high of 52 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold BKHY compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

22 buying25 selling
Last quarter: 25 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 10 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 24% medium 34% new
17 out of 41 hedge funds have held BKHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

12 → 4 → 10 → 10 → 6 new funds/Q
New funds entering each quarter: 4 → 10 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 37% new entrants

39% veterans 24% 1-2yr 37% new
Of 41 current holders: 16 (39%) held 2+ years, 10 held 1–2 years, 15 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
7 of 41 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: BKHY

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

Market Analysis: BKHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKHY

-- --

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BKHY
2026 Q1 Stats Unlock in 12 days 41 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 44 -6.82%
13F Shares 7M 7M 2.04%
Total Value $331M $329M 0.72%
New Positions 6 10 -4
Increased Positions 16 17 -1
Closed Positions 9 11 -2
Reduced Positions 16 16 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKHY

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Institutional Holders (2026 Q1)

41 + investors

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

Top 19 institutional holders of BKHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CRUX WEALTH ADVISORS 1.01% 55,257 $2.6M
2 Sellwood Investment Partners LLC 0.43% 23,070 $1.1M
3 WORLD EQUITY GROUP, INC. 0.42% 33,984 $1.6M
4 Symphony Financial, Ltd. Co. 0.12% 19,308 $911K
5 Global View Capital Management LLC 0.08% 6,572 $312K
6 ASSETMARK, INC 0.02% 220,382 $10.4M
7 FIFTH THIRD SECURITIES, INC. 0.02% 5,575 $264K
8 RPOA Advisors, Inc. 0.01% 6,332 $300K
9 Geneos Wealth Management Inc. 0.00% 4,330 $205K
10 PRIVATE TRUST CO NA 0.00% 995 $47K
11 Janney Montgomery Scott LLC 0.00% 16,460
12 LPL Financial LLC 0.00% 148,334 $7.0M
13 CoreCap Advisors, LLC 0.00% 808 $38K
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 90,915 $4.3M
15 Cambridge Investment Research Advisors, Inc. 0.00% 5,947
16 IFP Advisors, Inc 0.00% 205 $10K
17 Financial Gravity Asset Management, Inc. 0.00% 2
18 Steward Partners Investment Advisory, LLC 0.00% 34 $2K
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 167 $8K
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 (BKHY)

What does the Smart Money Trend signal show for BKHY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BKHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BKHY?

More sellers than buyers — 47% buying: Last quarter: 25 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BKHY holders?

Smaller funds dominant — 14% AUM from top-100: 7 of 41 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKHY?

41% of holders stayed for 2+ years: 17 out of 41 hedge funds have held BKHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.