Crux Wealth Advisors Reduces Stock Position in BNY Mellon Dynamic Value ETF $BKDV

Crux Wealth Advisors decreased its stake in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) by 12.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 319,874 shares of the company’s stock after selling 45,860 shares during the period. BNY Mellon Dynamic Value ETF comprises about 3.5% of Crux Wealth Advisors’ holdings, making the stock its 3rd largest position. Crux Wealth Advisors owned approximately 1.61% of BNY Mellon Dynamic Value ETF worth $8,892,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. HighTower Advisors LLC raised its position in BNY Mellon Dynamic Value ETF by 1,912.6% in the 3rd quarter. HighTower Advisors LLC now owns 510,058 shares of the company’s stock valued at $14,180,000 after buying an additional 484,715 shares during the last quarter. Steward Partners Investment Advisory LLC grew its stake in shares of BNY Mellon Dynamic Value ETF by 4,906.6% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 365,834 shares of the company’s stock worth $9,735,000 after acquiring an additional 358,527 shares in the last quarter. Commonwealth Equity Services LLC grew its stake in shares of BNY Mellon Dynamic Value ETF by 14.6% in the 3rd quarter. Commonwealth Equity Services LLC now owns 2,053,872 shares of the company’s stock worth $57,098,000 after acquiring an additional 261,315 shares in the last quarter. Osaic Holdings Inc. raised its holdings in shares of BNY Mellon Dynamic Value ETF by 26,779.0% in the second quarter. Osaic Holdings Inc. now owns 220,945 shares of the company’s stock valued at $5,879,000 after purchasing an additional 220,123 shares during the last quarter. Finally, Trivium Point Advisory LLC raised its holdings in shares of BNY Mellon Dynamic Value ETF by 183.3% in the third quarter. Trivium Point Advisory LLC now owns 332,230 shares of the company’s stock valued at $9,236,000 after purchasing an additional 214,965 shares during the last quarter.

BNY Mellon Dynamic Value ETF Price Performance

BKDV opened at $29.84 on Thursday. BNY Mellon Dynamic Value ETF has a fifty-two week low of $21.87 and a fifty-two week high of $31.23. The firm has a market capitalization of $862.97 million, a P/E ratio of 19.68 and a beta of 1.02. The company’s 50-day moving average is $30.36 and its 200 day moving average is $28.90.

BNY Mellon Dynamic Value ETF Dividend Announcement

The company also recently announced an annual dividend, which was paid on Friday, January 2nd. Shareholders of record on Monday, December 29th were given a dividend of $0.179 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a dividend yield of 61.0%.

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.