Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY MELLON ETF TRUST (BKSE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — BKSE

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BKSE 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 (96% of max)

96% of all-time peak
23 hedge funds hold BKSE 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

14 buying6 selling
Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 7 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 13% medium ■ 30% new
13 out of 23 hedge funds have held BKSE 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.
📊

Peak discovery — momentum slowing

6 → 2 → 7 → 3 → 4 new funds/Q
New funds entering each quarter: 2 → 7 → 3 → 4. BKSE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 17% 1-2yr ■ 39% new
Of 23 current holders: 10 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
9 of 23 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in BKSE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — BKSE

In 2025 Q4, 14 hedge funds were net buyers of BKSE (4 opened a new position, 10 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 78% of total institutional value in BKSE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: BKSE

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

Market Analysis: BKSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKSE

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BKSE
2026 Q1 Stats Unlock in 4 days 23 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 23 21 9.52%
13F Shares 269K 311K -13.44%
Total Value $30M $34M -11.56%
New Positions 4 3 +1
Increased Positions 10 10 -
Closed Positions 2 6 -4
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKSE

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Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:
Top 25 institutional holders of BKSE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CRUX WEALTH ADVISORS 0.24% 5,470 $623K
2 Elm3 Financial Group, LLC 0.18% 1,832 $209K
3 Symphony Financial, Ltd. Co. 0.10% 6,646 $748K
4 SENTINEL PENSION ADVISORS, LLC 0.09% 5,611 $639K
5 FLOW TRADERS U.S. LLC 0.03% 8,680 —
6 Accredited Investors Inc. 0.01% 2,048 $233K
7 Fifth Third Wealth Advisors LLC 0.01% 2,408 $274K
8 Integrated Wealth Concepts LLC 0.01% 7,788 $887K
9 PARK AVENUE SECURITIES LLC 0.01% 7,235 —
10 Kestra Advisory Services, LLC 0.01% 13,414 $1.5M
11 PRINCIPAL SECURITIES, INC. 0.00% 2,934 $334K
12 NBC SECURITIES, INC. 0.00% 173 $20K
13 RAYMOND JAMES FINANCIAL INC 0.00% 34,963 $4.0M
14 ROYAL BANK OF CANADA 0.00% 40,339 $4.6M
15 OSAIC HOLDINGS, INC. 0.00% 4,739 $540K
16 Cetera Investment Advisers 0.00% 6,408 $730K
17 LPL Financial LLC 0.00% 18,360 $2.1M
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 10,870 $1.2M
19 GOLDMAN SACHS GROUP INC 0.00% 22,867 $2.6M
20 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 2,000 $228K
21 CITADEL ADVISORS LLC 0.00% 5,940 $677K
22 MORGAN STANLEY 0.00% 4,810 $548K
23 HARBOUR INVESTMENTS, INC. 0.00% 7 —
24 UBS Group AG 0.00% 160 $18K
25 FMR LLC 0.00% 66 $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 (BKSE)

What does the Smart Money Trend signal show for BKSE?

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

More buyers than sellers — 70% buying: Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKSE holders?

Elite ownership — 78% AUM from top-100 funds: 9 of 23 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in BKSE. 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 BKSE?

57% of holders stayed for 2+ years: 13 out of 23 hedge funds have held BKSE 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.