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BNY Mellon High Yield Beta ETF

47 hedge funds and large institutions have $315M invested in BNY Mellon High Yield Beta ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $318M → $315M (-$2.54M)

3.07% less ownership

Funds ownership: 91.95%88.88% (-3.1%)

13% less funds holding

Funds holding: 5447 (-7)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$420K -$86.4K -1,800 -17%
GVCM
27
Global View Capital Management
Wisconsin
$415K -$80.5K -1,676 -16%
Ameriprise
28
Ameriprise
Minnesota
$412K
OMC
29
Old Mission Capital
Illinois
$388K +$391K +8,140 New
IA
30
IFP Advisors
Florida
$351K +$45K +938 +15%
SS
31
Sunbelt Securities
Texas
$339K -$106K -2,199 -24%
SB
32
Strategic Blueprint
Georgia
$313K -$7.06K -147 -2%
TA
33
TFB Advisors
Kansas
$292K +$29.2K +609 +11%
AWA
34
Arkadios Wealth Advisors
Georgia
$288K +$10.9K +227 +4%
LCGC
35
Legacy Capital Group California
California
$261K -$377K -7,848 -59%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$77K +$4.32K +90 +6%
Osaic Holdings
37
Osaic Holdings
Arizona
$72.5K -$273K -5,677 -79%
GM
38
GeoWealth Management
Illinois
$46.7K -$34.7K -723 -42%
PS
39
Principal Securities
Iowa
$45K
SW
40
SVB Wealth
Massachusetts
$22.4K +$22.6K +470 New
PTC
41
Private Trust Company
Ohio
$19.1K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$15K
Bank of America
43
Bank of America
North Carolina
$13.2K -$19.7K -410 -60%
FHA
44
First Horizon Advisors
Tennessee
$12.3K -$17K -355 -58%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$3.05K +$480 +10 +18%
FGAM
46
Financial Gravity Asset Management
Texas
$667 +$672 +14 New
Wells Fargo
47
Wells Fargo
California
$45 +$48 +1 New
NCFG
48
New Century Financial Group
New Jersey
-$818K -17,067 Closed
Jane Street
49
Jane Street
New York
-$659K -13,812 Closed
SF
50
Symphony Financial
Texas
-$315K -6,540 Closed

BKHY Hedge Fund Activity: Q1 2025 in Review

47 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q1 2025, worth a combined $315M — down 0.8% from $318M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BKHY and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Ocean Park Asset Management, adding an estimated $7.33M. The largest seller was Envestnet Asset Management, cutting an estimated $4.82M.

  • 47 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $315M of BNY Mellon High Yield Beta ETF stock for Q1 2025, down 0.8% quarter-over-quarter.
  • 6 funds opened new BNY Mellon High Yield Beta ETF positions in Q1 2025 and 12 closed out, a net change of -6 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q1 2025 was Ocean Park Asset Management, an estimated $7.33M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $4.82M sold.

Based on aggregated 13F filings for Q1 2025.