BNY Mellon High Yield Beta ETF
BKHY
28 hedge funds and large institutions have $89.4M invested in BNY Mellon High Yield Beta ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
87% more funds holding
Funds holding: 15 → 28 (+13)
77.82% more ownership
Funds ownership: 18.39% → 96.21% (+78%)
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
49% more capital invested
Capital invested by funds: $60.1M → $89.4M (+$29.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.6M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.59M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$2.32M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$2.04M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$1.72M |
| 3 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$1.12M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$97.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$76.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
26
Financial Gravity Asset Management
Lakeway,
Texas
| $25.7K | +$2.14K | +46 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $9.29K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $232 | -$76.6K | -1,648 | -100% |
|
|
BWP
29
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$1.12M | -23,622 | Closed |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -191 | Closed |
|
BKHY Hedge Fund Activity: Q2 2023 in Review
28 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q2 2023, worth a combined $89.4M — up 49% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BKHY positions and 2 closed out — a net gain of 13 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.6M. The largest seller was Bank of America, cutting an estimated $1.82M.
- 28 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q2 2023, up from 15 in Q1 2023.
- Funds reported $89.4M of BNY Mellon High Yield Beta ETF stock for Q2 2023, up 49% quarter-over-quarter.
- 15 funds opened new BNY Mellon High Yield Beta ETF positions in Q2 2023 and 2 closed out, a net change of +13 holders.
- The largest BNY Mellon High Yield Beta ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $10.6M added.
- The largest BNY Mellon High Yield Beta ETF seller in Q2 2023 was Bank of America, an estimated $1.82M sold.
Based on aggregated 13F filings for Q2 2023.