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BNY Mellon High Yield Beta ETF

47 hedge funds and large institutions have $315M invested in BNY Mellon High Yield Beta ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1
RPOA Advisors
Texas
$233M -$694K -14,581 -0.3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.4M +$74.6K +1,566 +0.4%
AssetMark Inc
3
AssetMark Inc
California
$9.61M +$37.7K +791 +0.4%
OPAM
4
Ocean Park Asset Management
California
$8.32M +$7.27M +152,700 +694%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.8M -$4.78M -100,393 -41%
LPL Financial
6
LPL Financial
California
$4.89M +$459K +9,641 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.07M -$2.18M -45,820 -35%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.69M -$40K -840 -1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.8M -$299K -6,276 -10%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$2.79M -$297K -6,239 -10%
HOWA
11
Heritage Oak Wealth Advisors
Florida
$2.46M +$127K +2,663 +5%
Morgan Stanley
12
Morgan Stanley
New York
$1.97M +$842K +17,677 +75%
CA
13
CoreCap Advisors
Michigan
$1.82M -$495K -10,402 -21%
WEG
14
World Equity Group
Illinois
$1.42M -$399K -8,371 -22%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.01M +$3.43K +72 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$934K -$1.01M -21,122 -52%
CWA
17
Crux Wealth Advisors
California
$906K +$906K +19,027 New
SIP
18
Sellwood Investment Partners
Oregon
$835K +$1.57K +33 +0.2%
GWM
19
Geneos Wealth Management
Colorado
$735K +$406K +8,534 +124%
AWS
20
Atria Wealth Solutions
New York
$654K -$20.3K -426 -3%
FIM
21
Freedom Investment Management
Connecticut
$625K +$28.8K +605 +5%
FTUS
22
Flow Traders U.S.
New York
$597K -$15.2K -318 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$558K +$558K +11,724 New
AI
24
Atria Investments
North Carolina
$467K +$81.3K +1,706 +21%
FEM
25
Fulcrum Equity Management
Texas
$443K -$77.3K -1,624 -15%