BNY Mellon Dynamic Value ETF $BKDV Stock Acquired by JSF Financial LLC

JSF Financial LLC raised its position in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 19.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 316,285 shares of the company’s stock after purchasing an additional 51,852 shares during the quarter. BNY Mellon Dynamic Value ETF accounts for about 1.6% of JSF Financial LLC’s holdings, making the stock its 14th biggest holding. JSF Financial LLC owned about 0.50% of BNY Mellon Dynamic Value ETF worth $10,659,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in BKDV. KFA Private Wealth Group LLC grew its holdings in shares of BNY Mellon Dynamic Value ETF by 52.9% during the second quarter. KFA Private Wealth Group LLC now owns 43,780 shares of the company’s stock worth $1,466,000 after purchasing an additional 15,144 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of BNY Mellon Dynamic Value ETF by 20.9% in the second quarter. Integrated Wealth Concepts LLC now owns 710,411 shares of the company’s stock valued at $23,792,000 after buying an additional 122,841 shares during the period. Bleakley Financial Group LLC increased its stake in shares of BNY Mellon Dynamic Value ETF by 116.6% in the first quarter. Bleakley Financial Group LLC now owns 350,119 shares of the company’s stock valued at $10,385,000 after buying an additional 188,464 shares during the period. Next Level Private LLC raised its holdings in BNY Mellon Dynamic Value ETF by 83.5% in the 1st quarter. Next Level Private LLC now owns 82,305 shares of the company’s stock valued at $2,441,000 after buying an additional 37,450 shares during the last quarter. Finally, FAS Wealth Partners Inc. raised its holdings in BNY Mellon Dynamic Value ETF by 83.8% in the 1st quarter. FAS Wealth Partners Inc. now owns 186,746 shares of the company’s stock valued at $5,539,000 after buying an additional 85,124 shares during the last quarter.

BNY Mellon Dynamic Value ETF Price Performance

NYSEARCA:BKDV opened at $34.59 on Friday. The firm’s 50 day simple moving average is $34.43 and its 200 day simple moving average is $33.40. BNY Mellon Dynamic Value ETF has a one year low of $27.35 and a one year high of $35.14. The company has a market cap of $2.18 billion, a PE ratio of 19.68 and a beta of 0.73.

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.