Integrated Wealth Concepts LLC Boosts Stock Holdings in BNY Mellon Dynamic Value ETF $BKDV

Integrated Wealth Concepts LLC lifted its position in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 20.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 710,411 shares of the company’s stock after purchasing an additional 122,841 shares during the period. Integrated Wealth Concepts LLC owned about 1.33% of BNY Mellon Dynamic Value ETF worth $23,792,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in BKDV. Clearstead Advisors LLC purchased a new position in BNY Mellon Dynamic Value ETF in the fourth quarter valued at $29,000. Western Wealth Management LLC purchased a new stake in shares of BNY Mellon Dynamic Value ETF during the 1st quarter worth about $52,000. KFA Private Wealth Group LLC grew its position in shares of BNY Mellon Dynamic Value ETF by 6.9% during the 1st quarter. KFA Private Wealth Group LLC now owns 28,636 shares of the company’s stock valued at $849,000 after acquiring an additional 1,836 shares during the period. Advisory Services Network LLC acquired a new stake in shares of BNY Mellon Dynamic Value ETF during the 3rd quarter valued at about $61,000. Finally, Trademark Financial Management LLC increased its stake in shares of BNY Mellon Dynamic Value ETF by 16.2% in the 1st quarter. Trademark Financial Management LLC now owns 16,939 shares of the company’s stock valued at $502,000 after purchasing an additional 2,367 shares in the last quarter.

BNY Mellon Dynamic Value ETF Trading Down 0.6%

NYSEARCA BKDV opened at $34.56 on Wednesday. The stock has a market capitalization of $1.84 billion, a price-to-earnings ratio of 19.68 and a beta of 0.72. BNY Mellon Dynamic Value ETF has a twelve month low of $27.16 and a twelve month high of $35.14. The stock has a 50-day moving average of $34.23 and a 200 day moving average of $32.44.

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.