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BNY Mellon High Yield Beta ETF
BKHY

33 hedge funds and large institutions have $245M invested in BNY Mellon High Yield Beta ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more capital invested

Capital invested by funds: $59.1M → $245M (+$186M)

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

50% more funds holding

Funds holding: 22 → 33 (+11)

11.42% more ownership

Funds ownership: 81.11% → 92.53% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
33
Holders Change
+11
Holders Change %
+50%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
3
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.74M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.62M
3
AssetMark Inc
AssetMark Inc
California
+$1.43M
4
CA
CoreCap Advisors
Michigan
+$1.4M
5
FIM
Freedom Investment Management
Connecticut
+$850K

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$12.5M
2
Jane Street
Jane Street
New York
-$4.46M
3
SWP
ShoreHaven Wealth Partners
New Jersey
-$3.16M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
5
OPAM
Ocean Park Asset Management
California
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
26
VisionPoint Advisory Group
Texas
$127K +$123K +2,689 New
GWM
27
Geneos Wealth Management
Colorado
$77K – – –
Bank of America
28
Bank of America
North Carolina
$70.6K -$77.2K -1,689 -53%
BCV
29
Banque Cantonale Vaudoise
Switzerland
$59K – – –
KFP
30
Keener Financial Planning
Texas
$42K +$40.9K +895 New
PS
31
Principal Securities
Iowa
$39.9K +$38.5K +842 New
FGAM
32
Financial Gravity Asset Management
Texas
$19.5K +$1.69K +37 +9%
IPW
33
Impact Partnership Wealth
Georgia
$10.1K -$503 -11 -5%
VOYA Investment Management
34
VOYA Investment Management
Georgia
– -$12.5M -274,319 Closed
Citadel Advisors
35
Citadel Advisors
Florida
– -$1.54M -33,787 Closed
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
– -$1.11M -24,000 Closed
FTUS
37
Flow Traders U.S.
New York
– -$604K -13,280 Closed
VCM
38
Virtue Capital Management
Tennessee
– -$405K -8,804 Closed
TSS
39
Two Sigma Securities
New York
– -$243K -5,344 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$2.32K -51 Closed
1
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BKHY Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q4 2023, worth a combined $245M — up 315% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BKHY positions and 7 closed out — a net gain of 11 holders — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.74M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $12.5M sold.

  • 33 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $245M of BNY Mellon High Yield Beta ETF stock for Q4 2023, up 315% quarter-over-quarter.
  • 18 funds opened new BNY Mellon High Yield Beta ETF positions in Q4 2023 and 7 closed out, a net change of +11 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $4.74M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q4 2023 was VOYA Investment Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.