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BNY Mellon High Yield Beta ETF

33 hedge funds and large institutions have $245M invested in BNY Mellon High Yield Beta ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more capital invested

Capital invested by funds: $59.1M → $245M (+$186M)

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

50% more funds holding

Funds holding: 2233 (+11)

11.42% more ownership

Funds ownership: 81.11%92.53% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
33
Holders Change
+11
Holders Change %
+50%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
3
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$201M +$194M +4,237,174 New
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M -$922K -20,153 -8%
IWC
3
Integrated Wealth Concepts
Massachusetts
$6.49M -$603K -13,178 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.91M +$4.74M +103,665 New
Jane Street
5
Jane Street
New York
$3.81M -$4.46M -97,582 -55%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.72M +$2.62M +57,366 New
LPL Financial
7
LPL Financial
California
$2.38M +$73.3K +1,602 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.74M -$3.14M -68,663 -65%
SWP
9
ShoreHaven Wealth Partners
New Jersey
$1.71M -$3.16M -69,108 -66%
AssetMark Inc
10
AssetMark Inc
California
$1.48M +$1.43M +31,300 New
CA
11
CoreCap Advisors
Michigan
$1.45M +$1.4M +30,714 New
OPAM
12
Ocean Park Asset Management
California
$1.04M -$2.22M -48,600 -69%
FIM
13
Freedom Investment Management
Connecticut
$880K +$850K +18,578 New
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$807K +$779K +17,039 New
AWS
15
Atria Wealth Solutions
New York
$666K +$641K +14,010 New
AWM
16
AE Wealth Management
Kansas
$656K +$631K +13,789 New
FEM
17
Fulcrum Equity Management
Texas
$611K +$590K +12,909 New
CAN
18
Cetera Advisor Networks
California
$582K +$562K +12,291 New
OMC
19
Old Mission Capital
Illinois
$508K -$724K -15,826 -60%
Osaic Holdings
20
Osaic Holdings
Arizona
$371K +$344K +7,527 +2,476%
SB
21
Strategic Blueprint
Georgia
$297K +$287K +6,270 New
FIC
22
Family Investment Center
Missouri
$207K +$200K +4,371 New
SS
23
Sunbelt Securities
Texas
$203K +$196K +4,292 New
IA
24
IFP Advisors
Florida
$151K -$103K -2,246 -41%
Morgan Stanley
25
Morgan Stanley
New York
$140K +$135K +2,956 New

BKHY Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q4 2023, worth a combined $245M — up 315% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BKHY positions and 7 closed out — a net gain of 11 holders — while 3 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.74M. The largest seller was VOYA Investment Management, exiting entirely with an estimated $12.5M sold.

  • 33 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $245M of BNY Mellon High Yield Beta ETF stock for Q4 2023, up 315% quarter-over-quarter.
  • 18 funds opened new BNY Mellon High Yield Beta ETF positions in Q4 2023 and 7 closed out, a net change of +11 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $4.74M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q4 2023 was VOYA Investment Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.