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BNY Mellon High Yield Beta ETF

43 hedge funds and large institutions have $264M invested in BNY Mellon High Yield Beta ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

30% more funds holding

Funds holding: 3343 (+10)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $245M → $264M (+$18.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 92.53%92.44% (-0.09%)

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$216M +$14.3M +301,636 +7%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.54M -$2.97M -62,622 -28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.83M +$1.88M +39,669 +38%
IWC
4
Integrated Wealth Concepts
Massachusetts
$6.69M +$159K +3,355 +2%
Jane Street
5
Jane Street
New York
$3.88M +$49.5K +1,046 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.68M +$942K +19,895 +35%
AssetMark Inc
7
AssetMark Inc
California
$3.13M +$1.63M +34,473 +110%
CA
8
CoreCap Advisors
Michigan
$2.12M +$652K +13,775 +45%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.08M +$331K +6,995 +19%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$1.62M -$108K -2,273 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.07M +$1.06M +22,395 New
OPAM
12
Ocean Park Asset Management
California
$1.05M
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$938K +$125K +2,636 +15%
AWS
14
Atria Wealth Solutions
New York
$776K +$107K +2,268 +16%
FTUS
15
Flow Traders U.S.
New York
$759K +$754K +15,933 New
LPL Financial
16
LPL Financial
California
$736K -$1.65M -34,910 -69%
FIM
17
Freedom Investment Management
Connecticut
$599K -$285K -6,015 -32%
CAN
18
Cetera Advisor Networks
California
$564K -$21.4K -452 -4%
FEM
19
Fulcrum Equity Management
Texas
$489K -$126K -2,652 -21%
Ameriprise
20
Ameriprise
Minnesota
$405K +$402K +8,489 New
LCGC
21
Legacy Capital Group California
California
$394K +$391K +8,266 New
Osaic Holdings
22
Osaic Holdings
Arizona
$350K -$23.2K -489 -6%
SB
23
Strategic Blueprint
Georgia
$347K +$47.4K +1,001 +16%
OMC
24
Old Mission Capital
Illinois
$261K -$249K -5,253 -49%
ECA
25
Elevated Capital Advisors
Utah
$227K +$226K +4,767 New

BKHY Hedge Fund Activity: Q1 2024 in Review

43 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q1 2024, worth a combined $264M — up 7.7% from $245M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKHY positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was RPOA Advisors, adding an estimated $14.3M. The largest seller was Bank of New York Mellon, cutting an estimated $2.97M.

  • 43 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $264M of BNY Mellon High Yield Beta ETF stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 13 funds opened new BNY Mellon High Yield Beta ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q1 2024 was RPOA Advisors, an estimated $14.3M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2024.