Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BNY Mellon ETF Trust (BKHY)

42 + Investors. Track Smart Money conviction in BKHY. 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
59%

Smart Money Signals — BKHY

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BKHY 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.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
43 funds currently hold this stock — 78% of the 3.0-year high of 55 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold BKHY compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

26 buying18 selling
Last quarter: 26 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 21% new

■ 37% conviction (2yr+) ■ 42% medium ■ 21% new
Of the 43 current holders: 16 (37%) held >2 years, 18 held 1–2 years, and 9 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.
📊

Peak discovery — momentum slowing

11 → 10 → 8 → 5 → 10 new funds/Q
New funds entering each quarter: 10 → 8 → 5 → 10. BKHY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 37% newcomers

■ 42% veterans ■ 21% 1-2yr ■ 37% new
Entry-cohort mix of 43 holders: 18 (42%) are 2+ year veterans, 9 entered 1–2 years ago, and 16 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
7 of 42 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BKHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 — BKHY

In 2026 Q2, 26 hedge funds were net buyers of BKHY (10 opened a new position, 16 added to an existing one), while 18 reduced or exited (10 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 58% of total institutional value in BKHY 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: 43.

Hedge Fund Ownership: BKHY

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

Market Analysis: BKHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKHY

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BKHY
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 41 2.44%
13F Shares 2M 2M 21.92%
Total Value $105M $85M 23.29%
New Positions 10 5 +5
Increased Positions 16 23 -7
Closed Positions 8 12 -4
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKHY

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
Top 25 BKHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ShoreHaven Wealth Partners, LLC 1.51% 101,068 $4.8M
2 Crux Wealth Advisors 0.94% 57,059 $2.7M
3 Sellwood Investment Partners LLC 0.42% 25,225 $1.2M
4 Ocean Park Asset Management, LLC 0.30% 131,600 $6.3M
5 Symphony Financial, Ltd. Co. 0.11% 20,841 $992K
6 Global View Capital Management LLC 0.06% 6,197 $295K
7 Integrated Wealth Concepts LLC 0.03% 129,096 $6.1M
8 Gts Securities LLC 0.02% 19,207 $914K
9 Assetmark, Inc 0.02% 210,767 $10.0M
10 Fifth Third Securities, INC. 0.02% 5,531 $263K
11 AE Wealth Management LLC 0.01% 45,200 $2.2M
12 RPOA Advisors, Inc. 0.01% 4,510 $215K
13 Beacon Capital Management, Inc. 0.01% 1,860 $89K
14 Private Trust Co NA 0.00% 995 $47K
15 Cetera Investment Advisers 0.00% 58,890 $2.8M
16 Signature Equity Partners, LLC 0.00% 109 $5K
17 Stratos Wealth Partners, LTD. 0.00% 4,268 $203K
18 Geneos Wealth Management Inc. 0.00% 1,700 $81K
19 Envestnet Asset Management Inc 0.00% 99,254 $4.7M
20 CoreCap Advisors, LLC 0.00% 763 $36K
21 Rockefeller Capital Management L.P. 0.00% 14,198 $676K
22 Captrust Financial Advisors 0.00% 12,331 $587K
23 Rossby Financial, LCC 0.00% 103 $5K
24 Morgan Stanley 0.00% 350,490 $16.7M
25 LPL Financial LLC 0.00% 77,173 $3.7M
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 (BKHY)

What does the Smart Money Trend signal show for BKHY?

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

Slight buying edge — 59% buying: Last quarter: 26 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKHY holders?

Elite ownership — 58% AUM from top-100 funds: 7 of 42 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BKHY. 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 BKHY?

Mixed — 37% long-term, 21% new: Of the 43 current holders: 16 (37%) held >2 years, 18 held 1–2 years, and 9 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.

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