BNY Mellon Dynamic Value ETF $BKDV Shares Bought by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC raised its stake in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 20.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 710,411 shares of the company’s stock after purchasing an additional 122,841 shares during the period. Integrated Wealth Concepts LLC’s holdings in BNY Mellon Dynamic Value ETF were worth $23,792,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of BKDV. Stifel Financial Corp increased its stake in shares of BNY Mellon Dynamic Value ETF by 597.6% during the fourth quarter. Stifel Financial Corp now owns 1,394,425 shares of the company’s stock worth $40,466,000 after purchasing an additional 1,194,540 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in BNY Mellon Dynamic Value ETF in the 3rd quarter worth about $20,773,000. Bank of America Corp DE acquired a new stake in BNY Mellon Dynamic Value ETF in the 3rd quarter worth about $17,192,000. Ruggaard & Associates LLC purchased a new stake in BNY Mellon Dynamic Value ETF during the 4th quarter worth approximately $7,695,000. Finally, Commonwealth Equity Services LLC increased its stake in BNY Mellon Dynamic Value ETF by 10.8% during the 4th quarter. Commonwealth Equity Services LLC now owns 2,274,680 shares of the company’s stock worth $66,011,000 after buying an additional 220,808 shares in the last quarter.

BNY Mellon Dynamic Value ETF Price Performance

Shares of BNY Mellon Dynamic Value ETF stock opened at $34.56 on Wednesday. The stock has a market capitalization of $1.84 billion, a P/E ratio of 19.68 and a beta of 0.72. The business has a 50 day simple moving average of $34.23 and a two-hundred day simple moving average of $32.44. BNY Mellon Dynamic Value ETF has a 12 month low of $27.16 and a 12 month high of $35.14.

BNY Mellon Dynamic Value ETF Company Profile

The BNY Mellon Dynamic Value ETF (BKDV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, focusing on value companies of any market-cap globally. The fund seeks capital growth through a bottom-up investment approach, prioritizing intrinsic value, strong fundamentals, and positive momentum BKDV was launched on Nov 1, 2024 and is issued by BNY Mellon.