BNY Mellon ETF Trust II (BKMI) Hedge Fund Ownership (Q2 2026)

BNY Mellon ETF Trust II (BKMI)

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

Smart Money Signals — BKMI

Based on 67 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added BKMI 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

67 hedge funds hold BKMI right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 67% buying

32 buying16 selling

Last quarter: 32 funds were net buyers (19 opened a brand new position + 13 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 67 current holders: 67 (100%) entered in the past year, only 0 (0%) 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 — 97% AUM from top-100 funds

97% from top-100 AUM funds

13 of 67 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in BKMI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	67	54	24.07%
13F Shares	63M	64M	-0.91%
Total Value	$1.66B	$1.66B	0.32%
New Positions	19	54	-35
Increased Positions	13	0	+13
Closed Positions	6	0	+6
Reduced Positions	10	0	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

24.07%

13F Shares

63M

64M

-0.91%

Total Value

$1.66B

0.32%

New Positions

-35

Increased Positions

+13

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

67 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BKMI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Security National Bank of So Dak	5.75%	471,246	$12.5M
2	Security National Bank of Sioux City Iowa /Ia/	4.88%	449,497	$11.9M
3	SageView Advisory Group, LLC	0.25%	257,662	$6.7M
4	Collective Family Office LLC	0.21%	38,689	$1.0M
5	Twin Focus Capital Partners, LLC	0.13%	49,504	$1.3M
6	Signature Resources Capital Management, LLC	0.09%	8,358	$221K
7	Parkside Financial Bank & Trust	0.08%	46,667	$1.2M
8	Clean Yield Group	0.07%	10,529	$278K
9	1620 Investment Advisors, INC.	0.07%	4,104	$109K
10	Trivium Point Advisory, LLC	0.06%	25,241	$667K
11	Newman Dignan & Sheerar, Inc.	0.06%	11,858	$314K
12	Radnor Capital Management, LLC	0.03%	9,310	$246K
13	Ntv Asset Management LLC	0.03%	12,815	$339K
14	Bison Wealth, LLC	0.03%	10,572	$278K
15	Integrity Alliance, LLC.	0.02%	28,546	$755K
16	Washington Trust Advisors, Inc.	0.02%	11,627	$307K
17	Essex Financial Services, Inc.	0.02%	14,164	$375K
18	Certuity, LLC	0.02%	13,165	$348K
19	Moneco Advisors, LLC	0.02%	10,466	$277K
20	Fiduciary Trust Co	0.02%	52,360	$1.4M
21	Zwj Investment Counsel Inc	0.01%	15,930	$421K
22	Morse Asset Management, Inc	0.01%	2,352	$62K
23	Clearstead Advisors, LLC	0.01%	36,005	$952K
24	Belpointe Asset Management LLC	0.01%	10,310	$273K
25	Waldron Private Wealth LLC	0.01%	8,769	$232K

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 II (BKMI)

What does the Smart Money Trend signal show for BKMI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BKMI 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 BKMI?

More buyers than sellers — 67% buying: Last quarter: 32 funds were net buyers (19 opened a brand new position + 13 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKMI holders?

Elite ownership — 97% AUM from top-100 funds: 13 of 67 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in BKMI. 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 BKMI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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BNY Mellon ETF Trust II (BKMI)

Smart Money Signals — BKMI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 67% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Elite ownership — 97% AUM from top-100 funds

Institutional Sentiment Summary — BKMI

Hedge Fund Ownership: BKMI

Market Analysis: BKMI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKMI

Hedge Fund Positioning: BKMI

Statistics: BKMI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — BNY Mellon ETF Trust II (BKMI)

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