Integrated Wealth Concepts LLC Raises Stake in BNY Mellon Dynamic Value ETF $BKDV

Integrated Wealth Concepts LLC lifted its position in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 55.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 433,240 shares of the company’s stock after buying an additional 154,464 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in BNY Mellon Dynamic Value ETF were worth $12,044,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Next Level Private LLC grew its stake in BNY Mellon Dynamic Value ETF by 4.9% in the 3rd quarter. Next Level Private LLC now owns 27,551 shares of the company’s stock worth $776,000 after acquiring an additional 1,276 shares during the period. Trademark Financial Management LLC raised its holdings in BNY Mellon Dynamic Value ETF by 16.6% in the 3rd quarter. Trademark Financial Management LLC now owns 12,879 shares of the company’s stock valued at $358,000 after acquiring an additional 1,829 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new position in shares of BNY Mellon Dynamic Value ETF during the 3rd quarter worth $84,000. Key Client Fiduciary Advisors LLC boosted its holdings in shares of BNY Mellon Dynamic Value ETF by 4.3% during the third quarter. Key Client Fiduciary Advisors LLC now owns 73,945 shares of the company’s stock worth $2,056,000 after purchasing an additional 3,070 shares during the last quarter. Finally, StoneCrest Wealth Management Inc. boosted its holdings in shares of BNY Mellon Dynamic Value ETF by 2.0% during the third quarter. StoneCrest Wealth Management Inc. now owns 273,580 shares of the company’s stock worth $7,606,000 after purchasing an additional 5,465 shares during the last quarter.

BNY Mellon Dynamic Value ETF Stock Up 1.0%

Shares of NYSEARCA:BKDV opened at $29.59 on Tuesday. The company has a market cap of $855.74 million, a P/E ratio of 19.68 and a beta of 1.02. The business has a fifty day simple moving average of $30.37 and a 200-day simple moving average of $28.95. BNY Mellon Dynamic Value ETF has a 52 week low of $21.87 and a 52 week high of $31.23.

BNY Mellon Dynamic Value ETF Dividend Announcement

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

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.