Fidelity Investments
BKHY icon

Fidelity Investments’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Fidelity Investments’s Portfolio BKHY Stock Details BKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-704
Closed -$34K – 5386
2025
Q2 		$34K Buy
+704
New +$33.3K ﹤0.01% 4077
2025
Q1 		– Sell
-1
Closed -$48 – 5316
2024
Q4 		$48 Buy
+1
New +$48 ﹤0.01% 5195
2024
Q3 		– Sell
-1
Closed -$47 – 5505
2024
Q2 		$47 Sell
1
-212
-100% -$9.97K ﹤0.01% 5064
2024
Q1 		$10.2K Buy
+213
New +$10.1K ﹤0.01% 4267
2023
Q4 		– Sell
-51
Closed -$2.32K – 5444
2023
Q3 		$2.32K Buy
+51
New +$2.35K ﹤0.01% 4509

Other funds holding BKHY

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fidelity Investments's BKHY Position: Q3 2025 in Review

Fidelity Investments sold out of BNY Mellon High Yield Beta ETF (BKHY) in Q3 2025, closing a stake of 704 shares — an estimated $34K sold.

Fidelity Investments first reported a position in BKHY in Q3 2023 and held it in 5 quarters. The position peaked at $34K in Q2 2025. 48 funds tracked by Wall St. Rank hold BKHY as of Q3 2025.

  • Fidelity Investments reported no remaining BNY Mellon High Yield Beta ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 704 BNY Mellon High Yield Beta ETF shares in Q3 2025, an estimated $34K.
  • Fidelity Investments first reported a position in BNY Mellon High Yield Beta ETF in Q3 2023 and held it in 5 quarters.
  • Fidelity Investments's BNY Mellon High Yield Beta ETF position peaked at $34K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.