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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RPOA Advisors
Plano,
Texas
|
+$13.9M |
| 2 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$2.36M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$1.63M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$971K |
| 5 |
AssetMark Inc
Concord,
California
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$3.25M |
| 2 |
JP Morgan Chase
New York
|
-$2.09M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$666K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$573K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
51
Kestra Investment Management
Austin,
Texas
| $2.15K | +$2.17K | +45 | New |
|
|
CA
52
Continuum Advisory
Eagle,
Idaho
| $2K | – | – | – |
|
|
FGC
53
Financial Gravity Companies
Lakeway,
Texas
| $668 | +$48 | +1 | +8% |
|
54
Fidelity Investments
Boston,
Massachusetts
| $48 | +$48 | +1 | New |
|
55
Wells Fargo
San Francisco,
California
| $12 | – | – | – |
|
|
56
Focus Partners Wealth
Boston,
Massachusetts
| – | -$3.25M | -30,835 | Closed |
|
|
FFO
57
Fortitude Family Office
Scottsdale,
Arizona
| – | -$6.25K | -128 | Closed |
|
|
FFA
58
Farther Finance Advisors
San Francisco,
California
| – | -$147 | -3 | Closed |
|
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.