Sugar Maple Asset Management LLC Takes Position in BNY Mellon Dynamic Value ETF $BKDV

Sugar Maple Asset Management LLC bought a new position in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 41,279 shares of the company’s stock, valued at approximately $1,198,000. BNY Mellon Dynamic Value ETF accounts for 0.8% of Sugar Maple Asset Management LLC’s investment portfolio, making the stock its 28th largest position.

Several other large investors also recently modified their holdings of the business. Advisory Services Network LLC bought a new position in BNY Mellon Dynamic Value ETF during the 3rd quarter valued at approximately $61,000. IFP Advisors Inc bought a new stake in shares of BNY Mellon Dynamic Value ETF in the 3rd quarter worth approximately $67,000. Atlantic Union Bankshares Corp bought a new stake in shares of BNY Mellon Dynamic Value ETF in the 3rd quarter worth approximately $84,000. Wealth Enhancement Advisory Services LLC purchased a new position in shares of BNY Mellon Dynamic Value ETF during the fourth quarter valued at approximately $232,000. Finally, MJP Associates Inc. ADV purchased a new position in shares of BNY Mellon Dynamic Value ETF during the third quarter valued at approximately $221,000.

BNY Mellon Dynamic Value ETF Price Performance

Shares of BNY Mellon Dynamic Value ETF stock opened at $29.75 on Friday. The business has a 50 day moving average of $30.22 and a 200 day moving average of $29.14. BNY Mellon Dynamic Value ETF has a 52 week low of $21.87 and a 52 week high of $31.23. The company has a market cap of $1.09 billion, a PE ratio of 19.68 and a beta of 1.02.

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.