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BNY Mellon High Yield Beta ETF

42 hedge funds and large institutions have $268M invested in BNY Mellon High Yield Beta ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $264M → $268M (+$3.34M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.64% less ownership

Funds ownership: 92.44%90.79% (-1.6%)

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
26
World Equity Group
Illinois
$226K +$226K +4,799 New
GM
27
GeoWealth Management
Illinois
$226K +$25.6K +544 +13%
Citadel Advisors
28
Citadel Advisors
Florida
$225K +$15.5K +329 +7%
IA
29
IFP Advisors
Florida
$222K +$50.9K +1,082 +30%
CIA
30
Concurrent Investment Advisors
Florida
$213K +$212K +4,516 New
GWM
31
Geneos Wealth Management
Colorado
$179K -$36.5K -775 -17%
Morgan Stanley
32
Morgan Stanley
New York
$136K +$98.7K +2,098 +267%
VAG
33
VisionPoint Advisory Group
Texas
$102K -$16.1K -343 -14%
Bank of America
34
Bank of America
North Carolina
$70.3K
BCV
35
Banque Cantonale Vaudoise
Switzerland
$59K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$58K
PS
37
Principal Securities
Iowa
$39.7K -$423 -9 -1%
FHA
38
First Horizon Advisors
Tennessee
$17.8K
AIM
39
Astor Investment Management
Illinois
$16.1K +$16.1K +342 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$15K -$5.69K -121 -28%
FGAM
41
Financial Gravity Asset Management
Texas
$47 -$12.5K -265 -100%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$47 -$9.97K -212 -100%
OMC
43
Old Mission Capital
Illinois
-$261K -5,482 Closed
ECA
44
Elevated Capital Advisors
Utah
-$227K -4,767 Closed
IPW
45
Impact Partnership Wealth
Georgia
-$10.2K -214 Closed
UBS Group
46
UBS Group
Switzerland
-$8.48K -178 Closed
IGWM
47
ICA Group Wealth Management
Colorado
-$810 -17 Closed

BKHY Hedge Fund Activity: Q2 2024 in Review

42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q2 2024, worth a combined $268M — up 1.3% from $264M a quarter earlier.

Fund positioning in BKHY was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $4.55M. The largest seller was Integrated Wealth Concepts, cutting an estimated $4.87M.

  • 42 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q2 2024, down from 43 in Q1 2024.
  • Funds reported $268M of BNY Mellon High Yield Beta ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 5 funds opened new BNY Mellon High Yield Beta ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q2 2024 was AssetMark Inc, an estimated $4.55M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2024.