JSF Financial LLC Makes New Investment in BNY Mellon Dynamic Value ETF $BKDV

JSF Financial LLC bought a new position in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 61,150 shares of the company’s stock, valued at approximately $1,775,000. JSF Financial LLC owned 0.22% of BNY Mellon Dynamic Value ETF at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of BKDV. Raymond James Financial Inc. purchased a new position in BNY Mellon Dynamic Value ETF during the third quarter worth about $20,773,000. Bank of America Corp DE purchased a new position in BNY Mellon Dynamic Value ETF during the third quarter worth about $17,192,000. HighTower Advisors LLC raised its stake in BNY Mellon Dynamic Value ETF by 1,912.6% during the third quarter. HighTower Advisors LLC now owns 510,058 shares of the company’s stock worth $14,180,000 after purchasing an additional 484,715 shares during the period. Trivium Point Advisory LLC raised its stake in BNY Mellon Dynamic Value ETF by 183.3% during the third quarter. Trivium Point Advisory LLC now owns 332,230 shares of the company’s stock worth $9,236,000 after purchasing an additional 214,965 shares during the period. Finally, Integrated Wealth Concepts LLC raised its stake in BNY Mellon Dynamic Value ETF by 55.4% during the third quarter. Integrated Wealth Concepts LLC now owns 433,240 shares of the company’s stock worth $12,044,000 after purchasing an additional 154,464 shares during the period.

BNY Mellon Dynamic Value ETF Price Performance

Shares of BKDV stock opened at $32.20 on Friday. BNY Mellon Dynamic Value ETF has a 12 month low of $24.80 and a 12 month high of $32.38. The company has a market capitalization of $1.37 billion, a PE ratio of 19.68 and a beta of 0.77. The firm’s 50-day moving average is $30.44 and its two-hundred day moving average is $29.68.

BNY Mellon Dynamic Value ETF 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.