51,852 BNY Mellon Dynamic Value ETF $BKDV Shares Purchased by JSF Financial LLC

JSF Financial LLC raised its stake in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 19.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 316,285 shares of the company’s stock after acquiring an additional 51,852 shares during the period. BNY Mellon Dynamic Value ETF comprises about 1.6% of JSF Financial LLC’s investment portfolio, making the stock its 14th largest position. JSF Financial LLC’s holdings in BNY Mellon Dynamic Value ETF were worth $10,659,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bleakley Financial Group LLC increased its stake in shares of BNY Mellon Dynamic Value ETF by 116.6% in the first quarter. Bleakley Financial Group LLC now owns 350,119 shares of the company’s stock valued at $10,385,000 after buying an additional 188,464 shares during the period. Integrated Wealth Concepts LLC lifted its stake in shares of BNY Mellon Dynamic Value ETF by 20.9% in the second quarter. Integrated Wealth Concepts LLC now owns 710,411 shares of the company’s stock worth $23,792,000 after acquiring an additional 122,841 shares during the period. Concurrent Investment Advisors LLC acquired a new position in shares of BNY Mellon Dynamic Value ETF in the second quarter worth approximately $3,834,000. FAS Wealth Partners Inc. lifted its stake in shares of BNY Mellon Dynamic Value ETF by 83.8% in the first quarter. FAS Wealth Partners Inc. now owns 186,746 shares of the company’s stock worth $5,539,000 after acquiring an additional 85,124 shares during the period. Finally, IFP Advisors Inc lifted its stake in shares of BNY Mellon Dynamic Value ETF by 45.6% in the third quarter. IFP Advisors Inc now owns 133,759 shares of the company’s stock worth $4,508,000 after acquiring an additional 41,886 shares during the period.

BNY Mellon Dynamic Value ETF Price Performance

Shares of BKDV stock opened at $34.59 on Friday. The business’s 50 day simple moving average is $34.43 and its 200 day simple moving average is $33.40. BNY Mellon Dynamic Value ETF has a one year low of $27.35 and a one year high of $35.14. The stock has a market capitalization of $2.18 billion, a PE ratio of 19.68 and a beta of 0.73.

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.