Principle Wealth Partners LLC reduced its stake in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV – Free Report) by 14.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,495,412 shares of the company’s stock after selling 570,018 shares during the quarter. BNY Mellon Dynamic Value ETF makes up about 5.6% of Principle Wealth Partners LLC’s holdings, making the stock its 4th biggest holding. Principle Wealth Partners LLC owned about 0.05% of BNY Mellon Dynamic Value ETF worth $117,795,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Western Wealth Management LLC purchased a new stake in shares of BNY Mellon Dynamic Value ETF in the 1st quarter worth about $52,000. Root Financial Partners LLC bought a new stake in shares of BNY Mellon Dynamic Value ETF during the 3rd quarter valued at about $102,000. Fifth Third Bancorp bought a new stake in shares of BNY Mellon Dynamic Value ETF during the 1st quarter valued at about $256,000. PCG Wealth Advisors LLC purchased a new position in shares of BNY Mellon Dynamic Value ETF during the second quarter valued at about $449,000. Finally, Investment Insight Wealth Management LLC increased its position in shares of BNY Mellon Dynamic Value ETF by 38.6% during the third quarter. Investment Insight Wealth Management LLC now owns 32,062 shares of the company’s stock valued at $1,080,000 after buying an additional 8,921 shares during the period.
BNY Mellon Dynamic Value ETF Price Performance
BKDV stock opened at $34.41 on Friday. BNY Mellon Dynamic Value ETF has a 1 year low of $27.35 and a 1 year high of $35.66. The company has a market cap of $2.27 billion, a P/E ratio of 20.44 and a beta of 0.71. The firm has a 50-day moving average of $34.42 and a 200 day moving average of $32.64.
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.
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