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BNY Mellon High Yield Beta ETF

43 hedge funds and large institutions have $264M invested in BNY Mellon High Yield Beta ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

30% more funds holding

Funds holding: 3343 (+10)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $245M → $264M (+$18.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 92.53%92.44% (-0.09%)

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$217K +$139K +2,935 +181%
Citadel Advisors
27
Citadel Advisors
Florida
$212K +$210K +4,439 New
SS
28
Sunbelt Securities
Texas
$204K -$710 -15 -0.3%
GM
29
GeoWealth Management
Illinois
$202K +$201K +4,247 New
IA
30
IFP Advisors
Florida
$173K +$20.2K +426 +13%
VAG
31
VisionPoint Advisory Group
Texas
$119K -$9.14K -193 -7%
Bank of America
32
Bank of America
North Carolina
$71.1K
BCV
33
Banque Cantonale Vaudoise
Switzerland
$60K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$59K +$58.7K +1,239 New
PS
35
Principal Securities
Iowa
$40.6K +$426 +9 +1%
Morgan Stanley
36
Morgan Stanley
New York
$37.4K -$103K -2,171 -73%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$21K +$20.8K +439 New
FHA
38
First Horizon Advisors
Tennessee
$18K +$17.9K +378 New
FGAM
39
Financial Gravity Asset Management
Texas
$12.7K -$8.19K -173 -39%
IPW
40
Impact Partnership Wealth
Georgia
$10.2K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$10.2K +$10.1K +213 New
UBS Group
42
UBS Group
Switzerland
$8.48K +$8.43K +178 New
IGWM
43
ICA Group Wealth Management
Colorado
$810 +$805 +17 New
AWM
44
AE Wealth Management
Kansas
-$656K -13,789 Closed
FIC
45
Family Investment Center
Missouri
-$207K -4,371 Closed
KFP
46
Keener Financial Planning
Texas
-$42K -895 Closed

BKHY Hedge Fund Activity: Q1 2024 in Review

43 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q1 2024, worth a combined $264M — up 7.7% from $245M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKHY positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was RPOA Advisors, adding an estimated $14.3M. The largest seller was Bank of New York Mellon, cutting an estimated $2.97M.

  • 43 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $264M of BNY Mellon High Yield Beta ETF stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 13 funds opened new BNY Mellon High Yield Beta ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q1 2024 was RPOA Advisors, an estimated $14.3M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2024.