Nations Financial Group Inc. IA ADV Has $6.08 Million Stock Position in BNY Mellon Dynamic Value ETF $BKDV

Nations Financial Group Inc. IA ADV grew its stake in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 63.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 204,852 shares of the company’s stock after purchasing an additional 79,468 shares during the period. Nations Financial Group Inc. IA ADV owned approximately 0.55% of BNY Mellon Dynamic Value ETF worth $6,076,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Principle Wealth Partners LLC boosted its stake in BNY Mellon Dynamic Value ETF by 2.7% in the 4th quarter. Principle Wealth Partners LLC now owns 3,807,835 shares of the company’s stock valued at $110,503,000 after buying an additional 98,693 shares in the last quarter. Commonwealth Equity Services LLC raised its stake in BNY Mellon Dynamic Value ETF by 10.8% during the fourth quarter. Commonwealth Equity Services LLC now owns 2,274,680 shares of the company’s stock worth $66,011,000 after acquiring an additional 220,808 shares in the last quarter. Stifel Financial Corp raised its stake in BNY Mellon Dynamic Value ETF by 597.6% during the fourth quarter. Stifel Financial Corp now owns 1,394,425 shares of the company’s stock worth $40,466,000 after acquiring an additional 1,194,540 shares in the last quarter. Advisor OS LLC lifted its holdings in shares of BNY Mellon Dynamic Value ETF by 10,446.2% during the fourth quarter. Advisor OS LLC now owns 838,842 shares of the company’s stock valued at $24,343,000 after acquiring an additional 830,888 shares during the period. Finally, MJP Associates Inc. ADV lifted its holdings in shares of BNY Mellon Dynamic Value ETF by 10,446.2% during the fourth quarter. MJP Associates Inc. ADV now owns 838,842 shares of the company’s stock valued at $24,343,000 after acquiring an additional 830,888 shares during the period.

BNY Mellon Dynamic Value ETF Stock Performance

Shares of NYSEARCA:BKDV opened at $33.32 on Friday. BNY Mellon Dynamic Value ETF has a 52 week low of $25.70 and a 52 week high of $33.86. The company’s fifty day moving average is $32.22 and its 200-day moving average is $30.70. The company has a market capitalization of $1.42 billion, a PE ratio of 19.68 and a beta of 0.75.

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.