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

Principle Wealth Partners LLC grew its position in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 296.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,607,616 shares of the company’s stock after purchasing an additional 2,696,598 shares during the quarter. BNY Mellon Dynamic Value ETF makes up about 6.0% of Principle Wealth Partners LLC’s portfolio, making the stock its 3rd biggest holding. Principle Wealth Partners LLC owned 25.01% of BNY Mellon Dynamic Value ETF worth $95,999,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in BKDV. Trivium Point Advisory LLC increased its holdings in BNY Mellon Dynamic Value ETF by 2.8% in the 2nd quarter. Trivium Point Advisory LLC now owns 117,265 shares of the company’s stock worth $3,120,000 after acquiring an additional 3,179 shares in the last quarter. Atria Wealth Solutions Inc. purchased a new stake in BNY Mellon Dynamic Value ETF in the 1st quarter worth $233,000. Envestnet Portfolio Solutions Inc. purchased a new stake in BNY Mellon Dynamic Value ETF in the 1st quarter worth $233,000. Trademark Financial Management LLC purchased a new stake in BNY Mellon Dynamic Value ETF in the 1st quarter worth $246,000. Finally, Essex Savings Bank purchased a new stake in BNY Mellon Dynamic Value ETF in the 2nd quarter worth $279,000.

BNY Mellon Dynamic Value ETF Stock Performance

Shares of NYSEARCA BKDV opened at $27.77 on Thursday. The firm has a market cap of $510.41 million and a PE ratio of 19.68. The firm has a fifty day moving average of $27.59 and a 200 day moving average of $26.27. BNY Mellon Dynamic Value ETF has a one year low of $21.87 and a one year high of $28.24.

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.