Morgan Stanley’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Morgan Stanley’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
2026 Q1	$10.6M	Buy	222,732 +96,155	+76%	+$4.61M	﹤0.01%	3526
2025 Q4	$6.08M	Buy	126,577 +27,361	+28%	+$1.32M	﹤0.01%	4036
2025 Q3	$4.83M	Buy	99,216 +15,418	+18%	+$745K	﹤0.01%	4185
2025 Q2	$4.05M	Buy	83,798 +42,433	+103%	+$2.01M	﹤0.01%	4228
2025 Q1	$1.97M	Buy	41,365 +17,677	+75%	+$849K	﹤0.01%	4610
2024 Q4	$1.13M	Buy	23,688 +12,863	+119%	+$621K	﹤0.01%	5029
2024 Q3	$529K	Buy	10,825 +7,942	+275%	+$381K	﹤0.01%	5376
2024 Q2	$136K	Buy	2,883 +2,098	+267%	+$98.7K	﹤0.01%	5848
2024 Q1	$37.4K	Sell	785 -2,171	-73%	-$103K	﹤0.01%	6322
2023 Q4	$140K	Buy	+2,956	New	+$135K	﹤0.01%	6058

Other funds holding BKHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's BKHY Position: Q1 2026 in Review

Morgan Stanley increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 76% in Q1 2026, buying an estimated $4.61M and bringing the position to 222,732 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Morgan Stanley first reported a position in BKHY in Q4 2023 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

Morgan Stanley held 222,732 shares of BNY Mellon High Yield Beta ETF worth $10.6M as of Q1 2026.
Morgan Stanley bought 96,155 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $4.61M.
BNY Mellon High Yield Beta ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3526 holding.
Morgan Stanley first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.