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

Principle Wealth Partners LLC boosted its stake in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 2.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,709,142 shares of the company’s stock after purchasing an additional 101,526 shares during the period. BNY Mellon Dynamic Value ETF comprises 6.0% of Principle Wealth Partners LLC’s investment portfolio, making the stock its 3rd largest position. Principle Wealth Partners LLC owned 19.50% of BNY Mellon Dynamic Value ETF worth $103,114,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of BKDV. Next Level Private LLC grew its holdings in shares of BNY Mellon Dynamic Value ETF by 4.9% in the third quarter. Next Level Private LLC now owns 27,551 shares of the company’s stock worth $776,000 after purchasing an additional 1,276 shares during the last quarter. Trademark Financial Management LLC boosted its position in BNY Mellon Dynamic Value ETF by 13.7% during the 2nd quarter. Trademark Financial Management LLC now owns 11,050 shares of the company’s stock valued at $294,000 after buying an additional 1,333 shares during the period. Key Client Fiduciary Advisors LLC grew its holdings in BNY Mellon Dynamic Value ETF by 4.3% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 73,945 shares of the company’s stock worth $2,056,000 after acquiring an additional 3,070 shares during the last quarter. Trivium Point Advisory LLC increased its position in shares of BNY Mellon Dynamic Value ETF by 2.8% in the second quarter. Trivium Point Advisory LLC now owns 117,265 shares of the company’s stock valued at $3,120,000 after acquiring an additional 3,179 shares during the period. Finally, StoneCrest Wealth Management Inc. increased its position in shares of BNY Mellon Dynamic Value ETF by 2.0% in the third quarter. StoneCrest Wealth Management Inc. now owns 273,580 shares of the company’s stock valued at $7,606,000 after acquiring an additional 5,465 shares during the period.

BNY Mellon Dynamic Value ETF Trading Down 0.3%

BNY Mellon Dynamic Value ETF stock opened at $30.19 on Wednesday. The firm has a market cap of $835.66 million, a P/E ratio of 19.68 and a beta of 1.02. BNY Mellon Dynamic Value ETF has a 1-year low of $21.87 and a 1-year high of $30.46. The firm has a 50-day moving average of $29.26 and a 200-day moving average of $28.11.

BNY Mellon Dynamic Value ETF Dividend Announcement

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