BNY Mellon Dynamic Value ETF $BKDV is Principle Wealth Partners LLC’s 3rd Largest Position

Principle Wealth Partners LLC lifted its position in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,709,142 shares of the company’s stock after buying an additional 101,526 shares during the period. BNY Mellon Dynamic Value ETF comprises 6.0% of Principle Wealth Partners LLC’s portfolio, making the stock its 3rd largest holding. Principle Wealth Partners LLC owned about 0.20% of BNY Mellon Dynamic Value ETF worth $103,114,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Steward Partners Investment Advisory LLC raised its holdings in BNY Mellon Dynamic Value ETF by 4,906.6% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 365,834 shares of the company’s stock worth $9,735,000 after acquiring an additional 358,527 shares during the last quarter. Commonwealth Equity Services LLC boosted its stake in BNY Mellon Dynamic Value ETF by 14.6% during the 3rd quarter. Commonwealth Equity Services LLC now owns 2,053,872 shares of the company’s stock valued at $57,098,000 after purchasing an additional 261,315 shares during the last quarter. Crux Wealth Advisors increased its holdings in shares of BNY Mellon Dynamic Value ETF by 216.7% in the 2nd quarter. Crux Wealth Advisors now owns 365,734 shares of the company’s stock worth $9,732,000 after purchasing an additional 250,240 shares in the last quarter. Osaic Holdings Inc. raised its stake in shares of BNY Mellon Dynamic Value ETF by 26,779.0% in the second quarter. Osaic Holdings Inc. now owns 220,945 shares of the company’s stock worth $5,879,000 after purchasing an additional 220,123 shares during the last quarter. Finally, FAS Wealth Partners Inc. raised its stake in shares of BNY Mellon Dynamic Value ETF by 864.9% in the third quarter. FAS Wealth Partners Inc. now owns 79,636 shares of the company’s stock worth $2,214,000 after purchasing an additional 71,383 shares during the last quarter.

BNY Mellon Dynamic Value ETF Price Performance

Shares of NYSEARCA:BKDV opened at $30.19 on Wednesday. BNY Mellon Dynamic Value ETF has a 1 year low of $21.87 and a 1 year high of $30.46. The company has a market cap of $835.66 million, a P/E ratio of 19.68 and a beta of 1.02. The stock’s fifty day moving average price is $29.26 and its 200-day moving average price is $28.11.

BNY Mellon Dynamic Value ETF Dividend Announcement

The business also recently declared an annual dividend, which was paid on Friday, January 2nd. Stockholders of record on Monday, December 29th were paid a $0.179 dividend. The ex-dividend date was Monday, December 29th. This represents a dividend yield of 61.0%.

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.