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

BNY Mellon ETF Trust II (BKMS)

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

Smart Money Signals — BKMS

Based on 27 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 BKMS 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

27 hedge funds hold BKMS 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 — 77% buying

20 buying6 selling

Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 6 were sellers (3 trimmed + 3 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 27 current holders: 27 (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 — 98% AUM from top-100 funds

98% from top-100 AUM funds

11 of 27 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BKMS. 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	27	15	80.0%
13F Shares	17M	17M	1.05%
Total Value	$432M	$427M	1.15%
New Positions	15	15	-
Increased Positions	5	0	+5
Closed Positions	3	0	+3
Reduced Positions	3	0	+3
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

80.0%

13F Shares

17M

1.05%

Total Value

$432M

$427M

1.15%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

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

Top 25 BKMS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SageView Advisory Group, LLC	0.26%	276,470	$7.1M
2	Trivium Point Advisory, LLC	0.03%	14,733	$376K
3	1620 Investment Advisors, INC.	0.03%	1,956	$50K
4	Cypress Capital Group	0.02%	10,099	$258K
5	Belpointe Asset Management LLC	0.02%	18,944	$484K
6	Old Mission Capital LLC	0.01%	20,643	$527K
7	Signature Resources Capital Management, LLC	0.00%	350	$9K
8	Whittier Trust Co of Nevada Inc	0.00%	5,132	$131K
9	Trust Co of Vermont	0.00%	1,762	$45K
10	Private Advisor Group, LLC	0.00%	11,392	$291K
11	M&T Bank Corp	0.00%	11,590	$296K
12	LPL Financial LLC	0.00%	68,710	$1.8M
13	Goldman Sachs Group Inc	0.00%	174,052	$4.4M
14	Balentine LLC	0.00%	367	$9K
15	PNC Financial Services Group, INC.	0.00%	8,440	$216K
16	Raymond James Financial Inc	0.00%	11,443	$292K
17	Jane Street Group, LLC	0.00%	30,950	$790K
18	Jpmorgan Chase & Co	0.00%	30,865	$790K
19	Wells Fargo & Company/Mn	0.00%	8,198	$209K
20	Citadel Advisors LLC	0.00%	8,238	$210K
21	Morgan Stanley	0.00%	13,975	$357K
22	Northwestern Mutual Wealth Management Co	0.00%	1,347	$34K
23	Osaic Holdings, INC.	0.00%	307	$8K
24	Fifth Third Bancorp	0.00%	130	$3K
25	UBS Group AG	0.00%	1,324	$34K

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 (BKMS)

What does the Smart Money Trend signal show for BKMS?

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

More buyers than sellers — 77% buying: Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKMS holders?

Elite ownership — 98% AUM from top-100 funds: 11 of 27 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BKMS. 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 BKMS?

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 (BKMS)

Smart Money Signals — BKMS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 77% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Elite ownership — 98% AUM from top-100 funds

Institutional Sentiment Summary — BKMS

Hedge Fund Ownership: BKMS

Market Analysis: BKMS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKMS

Hedge Fund Positioning: BKMS

Statistics: BKMS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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