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BNY Mellon High Yield Beta ETF
BKHY

54 hedge funds and large institutions have $318M invested in BNY Mellon High Yield Beta ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

20% more funds holding

Funds holding: 45 → 54 (+9)

3% more capital invested

Capital invested by funds: $310M → $318M (+$7.98M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 92.11% → 91.95% (-0.16%)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
19
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RPOA Advisors
Texas
+$13.9M
2
HOWA
Heritage Oak Wealth Advisors
Florida
+$2.36M
3
WEG
World Equity Group
Illinois
+$1.63M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$971K
5
AssetMark Inc
AssetMark Inc
California
+$734K

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.25M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.09M
3
CA
CoreCap Advisors
Michigan
-$666K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$573K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
GVCM
26
Global View Capital Management
Wisconsin
$497K +$502K +10,397 New
SS
27
Sunbelt Securities
Texas
$445K +$40.9K +847 +10%
Ameriprise
28
Ameriprise
Minnesota
$413K – – –
AI
29
Atria Investments
North Carolina
$386K +$80.2K +1,662 +26%
Osaic Holdings
30
Osaic Holdings
Arizona
$343K +$132K +2,732 +61%
GWM
31
Geneos Wealth Management
Colorado
$329K +$139K +2,879 +71%
SB
32
Strategic Blueprint
Georgia
$321K -$15.6K -323 -5%
SF
33
Symphony Financial
Texas
$315K +$316K +6,540 New
IA
34
IFP Advisors
Florida
$307K +$7.39K +153 +2%
AWA
35
Arkadios Wealth Advisors
Georgia
$277K +$31.6K +655 +13%
TA
36
TFB Advisors
Kansas
$264K +$24.9K +516 +10%
MOS
37
MGO One Seven
Ohio
$222K +$225K +4,662 New
GM
38
GeoWealth Management
Illinois
$81.2K -$31.9K -660 -28%
VAG
39
VisionPoint Advisory Group
Texas
$78.7K -$25K -517 -24%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$73K +$12.2K +252 +20%
PS
41
Principal Securities
Iowa
$45K +$4.92K +102 +12%
Bank of America
42
Bank of America
North Carolina
$32.8K -$43.3K -896 -57%
FHA
43
First Horizon Advisors
Tennessee
$29.2K – – –
PTC
44
Private Trust Company
Ohio
$19.1K +$19.3K +400 New
RFG
45
REAP Financial Group
Texas
$17.7K +$17.9K +371 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
NA
47
NewEdge Advisors
Louisiana
$13.4K +$13.6K +282 New
UBS Group
48
UBS Group
Switzerland
$5.2K +$5.26K +109 New
AIM
49
Astor Investment Management
Illinois
$4.91K – – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$2.73K +$2.75K +57 New
1
2
3

BKHY Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q4 2024, worth a combined $318M — up 2.6% from $310M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BKHY positions and 3 closed out — a net gain of 11 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was RPOA Advisors, adding an estimated $13.9M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.25M sold.

  • 54 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $318M of BNY Mellon High Yield Beta ETF stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 14 funds opened new BNY Mellon High Yield Beta ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q4 2024 was RPOA Advisors, an estimated $13.9M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2024.