BNY Mellon Dynamic Value ETF $BKDV Holdings Lifted by Principle Wealth Partners LLC

Principle Wealth Partners LLC grew its holdings in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,807,835 shares of the company’s stock after acquiring an additional 98,693 shares during the quarter. BNY Mellon Dynamic Value ETF accounts for approximately 6.2% of Principle Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. Principle Wealth Partners LLC owned approximately 13.17% of BNY Mellon Dynamic Value ETF worth $110,503,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Trademark Financial Management LLC raised its stake in shares of BNY Mellon Dynamic Value ETF by 13.1% during the fourth quarter. Trademark Financial Management LLC now owns 14,572 shares of the company’s stock worth $423,000 after acquiring an additional 1,693 shares in the last quarter. Whittier Trust Co. of Nevada Inc. purchased a new position in shares of BNY Mellon Dynamic Value ETF during the fourth quarter worth approximately $55,000. Advisory Services Network LLC purchased a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter worth approximately $61,000. IFP Advisors Inc purchased a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter worth approximately $67,000. Finally, Atlantic Union Bankshares Corp purchased a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter worth approximately $84,000.

BNY Mellon Dynamic Value ETF Stock Performance

BKDV stock opened at $32.69 on Friday. The company has a market capitalization of $1.39 billion, a PE ratio of 19.68 and a beta of 0.77. BNY Mellon Dynamic Value ETF has a one year low of $24.85 and a one year high of $32.80. The company’s 50 day moving average price is $30.85 and its two-hundred day moving average price is $30.00.

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.