Baron Wealth Management LLC Takes Position in BNY Mellon Dynamic Value ETF $BKDV

Baron Wealth Management LLC acquired a new stake in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 21,236 shares of the company’s stock, valued at approximately $616,000. Baron Wealth Management LLC owned approximately 0.08% of BNY Mellon Dynamic Value ETF as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Next Level Private LLC raised its position in shares of BNY Mellon Dynamic Value ETF by 4.9% during the 3rd quarter. Next Level Private LLC now owns 27,551 shares of the company’s stock worth $776,000 after buying an additional 1,276 shares in the last quarter. Trademark Financial Management LLC boosted its holdings in shares of BNY Mellon Dynamic Value ETF by 16.6% in the third quarter. Trademark Financial Management LLC now owns 12,879 shares of the company’s stock valued at $358,000 after acquiring an additional 1,829 shares in the last quarter. Advisory Services Network LLC bought a new position in shares of BNY Mellon Dynamic Value ETF in the third quarter valued at approximately $61,000. IFP Advisors Inc acquired a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter valued at approximately $67,000. Finally, Atlantic Union Bankshares Corp acquired a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter valued at approximately $84,000.

BNY Mellon Dynamic Value ETF Price Performance

Shares of NYSEARCA:BKDV opened at $29.15 on Friday. The stock has a market cap of $843.02 million, a price-to-earnings ratio of 19.68 and a beta of 1.02. The stock’s 50 day moving average price is $30.28 and its 200 day moving average price is $29.07. BNY Mellon Dynamic Value ETF has a 12 month low of $21.87 and a 12 month high of $31.23.

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.