Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST (BKIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — BKIE

Based on 66 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BKIE 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
66 hedge funds hold BKIE 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 — +38% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+38% 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 — 70% buying

47 buying20 selling
Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 32% new

■ 36% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 66 current holders: 24 (36%) held >2 years, 21 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

8 → 7 → 9 → 11 → 15 new funds/Q
New funds entering each quarter: 7 → 9 → 11 → 15. A growing number of institutions are discovering BKIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 42% new entrants

■ 38% veterans ■ 20% 1-2yr ■ 42% new
Of 66 current holders: 25 (38%) held 2+ years, 13 held 1–2 years, 28 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
11 of 66 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Hedge Fund Ownership: BKIE

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

Market Analysis: BKIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKIE

-- --

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.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BKIE
2026 Q1 Stats Unlock in 10 days 66 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 66 57 15.79%
13F Shares 8M 8M 6.77%
Total Value $773M $706M 9.52%
New Positions 15 11 +4
Increased Positions 32 29 +3
Closed Positions 6 7 -1
Reduced Positions 14 12 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKIE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

66 + investors

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

Top 25 institutional holders of BKIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SENTINEL PENSION ADVISORS, LLC 7.99% 578,831 $54.1M
2 RPOA Advisors, Inc. 7.18% 1,757,428 $164.2M
3 Sunrise Financial Services, LLC 3.98% 60,099 $5.6M
4 Wealth Forward, LLC 3.69% 70,036 $6.5M
5 Innovative Wealth Building LLC 2.64% 40,160 $3.8M
6 CREATIVE FINANCIAL DESIGNS INC /ADV 2.53% 445,080 $41.6M
7 IFC & Insurance Marketing, Inc. 1.42% 14,518 $1.4M
8 Alta Wealth Advisors LLC 0.65% 21,462 $2.0M
9 CRUX WEALTH ADVISORS 0.61% 17,074 $1.6M
10 Birchwood Financial Partners, Inc. 0.17% 1,842 $172K
11 Zhang Financial LLC 0.12% 35,857 $3.4M
12 Balboa Wealth Partners 0.11% 6,936 $648K
13 Certified Advisory Corp 0.10% 11,747 $1.1M
14 Symphony Financial, Ltd. Co. 0.09% 7,528 $691K
15 INDEPENDENT FINANCIAL GROUP, LLC 0.08% 29,251 $2.7M
16 Stratos Wealth Partners, LTD. 0.06% 58,906 $5.5M
17 Capital Investment Advisors, LLC 0.03% 19,596 $1.8M
18 Fifth Third Wealth Advisors LLC 0.02% 7,440 $695K
19 MML INVESTORS SERVICES, LLC 0.01% 43,743 $4.1M
20 Key FInancial Inc 0.01% 678 $63K
21 LPL Financial LLC 0.01% 297,914 $27.8M
22 Krilogy Financial LLC 0.01% 2,294 $226K
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% 125,601 $11.7M
24 Farther Finance Advisors, LLC 0.01% 7,864 $741K
25 Abound Wealth Management 0.01% 329 $31K
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 (BKIE)

What does the Smart Money Trend signal show for BKIE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BKIE 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 BKIE?

More buyers than sellers — 70% buying: Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKIE holders?

Smaller funds dominant — 9% AUM from top-100: 11 of 66 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKIE?

Mixed — 36% long-term, 32% new: Of the 66 current holders: 24 (36%) held >2 years, 21 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.