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BNY Mellon High Yield Beta ETF

28 hedge funds and large institutions have $89.4M invested in BNY Mellon High Yield Beta ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

87% more funds holding

Funds holding: 1528 (+13)

77.82% more ownership

Funds ownership: 18.39%96.21% (+78%)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

49% more capital invested

Capital invested by funds: $60.1M → $89.4M (+$29.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+13
Holders Change %
+86.67%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$28.2M +$2.04M +43,801 +8%
VOYA Investment Management
2
VOYA Investment Management
Georgia
$11.8M +$1.99M +42,826 +20%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.4M +$1.5M +32,348 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M +$10.6M +227,326 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.59M +$5.59M +120,219 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.71M +$672K +14,449 +17%
LPL Financial
7
LPL Financial
California
$2.46M +$708K +15,241 +40%
OPAM
8
Ocean Park Asset Management
California
$2.32M +$2.32M +50,000 New
CA
9
CoreCap Advisors
Michigan
$2.22M +$2.22M +47,761 New
FIM
10
Freedom Investment Management
Connecticut
$1.82M +$1.82M +39,078 New
Jane Street
11
Jane Street
New York
$1.63M -$1.72M -36,937 -51%
FEM
12
Fulcrum Equity Management
Texas
$1.39M +$1.39M +29,866 New
CAN
13
Cetera Advisor Networks
California
$1.31M +$1.31M +28,117 New
AWS
14
Atria Wealth Solutions
New York
$1.27M +$1.27M +27,350 New
SB
15
Strategic Blueprint
Georgia
$537K +$537K +11,559 New
VCM
16
Virtue Capital Management
Tennessee
$405K -$97.5K -2,098 -19%
CA
17
Cetera Advisors
Colorado
$394K +$394K +8,480 New
SS
18
Sunbelt Securities
Texas
$343K +$343K +7,382 New
MOS
19
MGO One Seven
Ohio
$310K +$310K +6,665 New
IA
20
IFP Advisors
Florida
$291K +$73.4K +1,579 +34%
VAG
21
VisionPoint Advisory Group
Texas
$179K +$179K +3,861 New
Bank of America
22
Bank of America
North Carolina
$164K -$1.82M -39,170 -92%
GWM
23
Geneos Wealth Management
Colorado
$84.8K
BCV
24
Banque Cantonale Vaudoise
Switzerland
$58K +$13.3K +287 +30%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$31.2K +$31.2K +671 New

BKHY Hedge Fund Activity: Q2 2023 in Review

28 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q2 2023, worth a combined $89.4M — up 49% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKHY positions and 2 closed out — a net gain of 13 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.6M. The largest seller was Bank of America, cutting an estimated $1.82M.

  • 28 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q2 2023, up from 15 in Q1 2023.
  • Funds reported $89.4M of BNY Mellon High Yield Beta ETF stock for Q2 2023, up 49% quarter-over-quarter.
  • 15 funds opened new BNY Mellon High Yield Beta ETF positions in Q2 2023 and 2 closed out, a net change of +13 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $10.6M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q2 2023 was Bank of America, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.