IFP Advisors Inc Raises Holdings in BNY Mellon Dynamic Value ETF $BKDV

IFP Advisors Inc lifted its holdings in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 3,033.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 75,214 shares of the company’s stock after acquiring an additional 72,814 shares during the period. IFP Advisors Inc owned approximately 0.26% of BNY Mellon Dynamic Value ETF worth $2,183,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Baron Wealth Management LLC purchased a new stake in shares of BNY Mellon Dynamic Value ETF during the fourth quarter worth about $616,000. 5T Wealth LLC purchased a new stake in shares of BNY Mellon Dynamic Value ETF during the fourth quarter worth about $720,000. Integrated Wealth Concepts LLC grew its stake in shares of 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 acquiring an additional 154,464 shares during the last quarter. Trivium Point Advisory LLC grew its stake in shares of 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 acquiring an additional 214,965 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV grew its stake in shares of BNY Mellon Dynamic Value ETF by 356.2% during the fourth quarter. Nations Financial Group Inc. IA ADV now owns 125,384 shares of the company’s stock worth $3,639,000 after acquiring an additional 97,897 shares during the last quarter.

BNY Mellon Dynamic Value ETF Stock Performance

Shares of BKDV stock opened at $32.69 on Friday. BNY Mellon Dynamic Value ETF has a fifty-two week low of $24.85 and a fifty-two week high of $32.80. The firm has a market capitalization of $1.39 billion, a price-to-earnings ratio of 19.68 and a beta of 0.77. The stock’s 50-day simple moving average is $30.85 and its 200-day simple moving average is $30.00.

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.