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BNY Mellon High Yield Beta ETF

45 hedge funds and large institutions have $310M invested in BNY Mellon High Yield Beta ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $268M → $310M (+$42.3M)

7% more funds holding

Funds holding: 4245 (+3)

1.32% more ownership

Funds ownership: 90.79%92.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$225M +$2.2M +45,813 +1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.7M +$9.92M +206,709 +96%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.5M +$4.32M +90,098 +55%
AssetMark Inc
4
AssetMark Inc
California
$9.07M +$1.12M +23,353 +14%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.91M +$2.38M +49,527 +54%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.29M +$4.28M +89,294 +472%
LPL Financial
7
LPL Financial
California
$4.31M +$3.2M +66,779 +311%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$3.25M +$1.48M +30,835 New
CA
9
CoreCap Advisors
Michigan
$3.05M -$135K -2,819 -4%
IWC
10
Integrated Wealth Concepts
Massachusetts
$2.84M +$1.01M +21,096 +57%
SWP
11
ShoreHaven Wealth Partners
New Jersey
$2.64M +$1.85M +38,641 +250%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.98M +$876K +18,258 +82%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$1.4M +$117K +2,435 +9%
AWS
14
Atria Wealth Solutions
New York
$1.18M +$110K +2,286 +10%
Jane Street
15
Jane Street
New York
$1.11M -$2.09M -43,627 -66%
OPAM
16
Ocean Park Asset Management
California
$1.07M
NCFG
17
New Century Financial Group
New Jersey
$855K +$840K +17,501 New
FIM
18
Freedom Investment Management
Connecticut
$803K -$38.6K -804 -5%
LCGC
19
Legacy Capital Group California
California
$658K +$273K +5,699 +73%
FEM
20
Fulcrum Equity Management
Texas
$590K +$8.54K +178 +1%
Morgan Stanley
21
Morgan Stanley
New York
$529K +$381K +7,942 +275%
RJA
22
Raymond James & Associates
Florida
$519K +$510K +10,621 New
Ameriprise
23
Ameriprise
Minnesota
$423K
SS
24
Sunbelt Securities
Texas
$414K +$158K +3,283 +63%
SB
25
Strategic Blueprint
Georgia
$344K -$35.1K -732 -9%

BKHY Hedge Fund Activity: Q3 2024 in Review

45 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q3 2024, worth a combined $310M — up 16% from $268M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BKHY positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 9 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.92M. The largest seller was Jane Street, cutting an estimated $2.09M.

  • 45 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $310M of BNY Mellon High Yield Beta ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 9 funds opened new BNY Mellon High Yield Beta ETF positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $9.92M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q3 2024 was Jane Street, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.