Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKIE)

76 + 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
↑ +2
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — BKIE

Based on 76 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
76 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 — +41% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+41% 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 — 63% buying

47 buying28 selling
Last quarter: 47 funds were net buyers (10 opened a brand new position + 37 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 15 → 16 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 24% medium ■ 34% new
32 out of 76 hedge funds have held BKIE 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 — ~10 new funds/quarter

9 → 11 → 15 → 16 → 10 new funds/Q
New funds entering each quarter: 11 → 15 → 16 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 76 current holders: 28 (37%) held 2+ years, 17 held 1–2 years, 31 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
14 of 76 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — BKIE

In 2026 Q2, 47 hedge funds were net buyers of BKIE (10 opened a new position, 37 added to an existing one), while 28 reduced or exited (20 trimmed, 8 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 76.

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

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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.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BKIE
76 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 76 74 2.7%
13F Shares 10M 7M 50.59%
Total Value $875M $592M 47.68%
New Positions 10 16 -6
Increased Positions 37 29 +8
Closed Positions 8 9 -1
Reduced Positions 20 25 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKIE

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Institutional Holders (2026 Q2)

76 + investors

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

QUARTER:
Top 25 BKIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPOA Advisors, Inc. 9.29% 3,242,222 $326.2M
2 Sunrise Financial Services, LLC 3.89% 65,061 $6.5M
3 Wealth Forward, LLC 3.56% 71,072 $7.1M
4 Flagship Wealth Advisors, LLC 2.63% 116,558 $11.7M
5 Innovative Wealth Building LLC 2.44% 41,755 $4.2M
6 Creative Financial Designs Inc /Adv 2.41% 503,315 $50.6M
7 Treasure Coast Financial Planning 1.31% 26,762 $2.7M
8 IFC & Insurance Marketing, Inc. 1.28% 14,398 $1.4M
9 Mgo One Seven LLC 0.80% 479,766 $48.3M
10 Alta Wealth Advisors LLC 0.77% 28,414 $2.9M
11 Crux Wealth Advisors 0.61% 17,376 $1.7M
12 Integrated Wealth Concepts LLC 0.48% 972,871 $97.9M
13 Zenith Solutions, INC. 0.25% 2,714 $273K
14 VestGen Advisors, LLC 0.20% 69,005 $6.9M
15 Birchwood Financial Partners, Inc. 0.15% 1,857 $187K
16 Advisory Resource Group 0.15% 9,649 $971K
17 Symphony Financial, Ltd. Co. 0.12% 10,625 $1.1M
18 Zhang Financial LLC 0.11% 36,261 $3.6M
19 Glen Eagle Advisors, LLC 0.11% 8,379 $843K
20 Balboa Wealth Partners 0.10% 7,010 $705K
21 XY Planning Network, Inc. 0.06% 4,730 $476K
22 Stratos Wealth Partners, LTD. 0.06% 55,407 $5.6M
23 Key FInancial Inc 0.05% 2,779 $280K
24 Independent Financial Group, LLC 0.05% 23,944 $2.4M
25 Capital Investment Advisors, LLC 0.03% 26,194 $2.6M
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 — 5 quarters in a row: For 5 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 — 63% buying: Last quarter: 47 funds were net buyers (10 opened a brand new position + 37 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKIE holders?

Smaller funds dominant — 15% AUM from top-100: 14 of 76 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BKIE?

42% of holders stayed for 2+ years: 32 out of 76 hedge funds have held BKIE 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.

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