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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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $318M → $315M (-$2.54M)

3.07% less ownership

Funds ownership: 91.95%88.88% (-3.1%)

13% less funds holding

Funds holding: 5447 (-7)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
0.63%
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
Change in
Stake
RA
1
RPOA Advisors
Texas
$233M -$700K -14,581 -0.3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$20.4M +$75.2K +1,566 +0.4%
AssetMark Inc
3
AssetMark Inc
California
$9.61M +$38K +791 +0.4%
OPAM
4
Ocean Park Asset Management
California
$8.32M +$7.33M +152,700 +694%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.8M -$4.82M -100,393 -41%
LPL Financial
6
LPL Financial
California
$4.89M +$463K +9,641 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.07M -$2.2M -45,820 -35%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.69M -$40.3K -840 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.8M -$301K -6,276 -10%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$2.79M -$300K -6,239 -10%
HOWA
11
Heritage Oak Wealth Advisors
Florida
$2.46M +$128K +2,663 +5%
Morgan Stanley
12
Morgan Stanley
New York
$1.97M +$849K +17,677 +75%
CA
13
CoreCap Advisors
Michigan
$1.82M -$500K -10,402 -21%
WEG
14
World Equity Group
Illinois
$1.42M -$402K -8,371 -22%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.01M +$3.46K +72 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$934K -$1.01M -21,122 -52%
CWA
17
Crux Wealth Advisors
California
$906K +$914K +19,027 New
SIP
18
Sellwood Investment Partners
Oregon
$835K +$1.58K +33 +0.2%
GWM
19
Geneos Wealth Management
Colorado
$735K +$410K +8,534 +124%
AWS
20
Atria Wealth Solutions
New York
$654K -$20.5K -426 -3%
FIM
21
Freedom Investment Management
Connecticut
$625K +$29.1K +605 +5%
FTUS
22
Flow Traders U.S.
New York
$597K -$15.3K -318 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$558K +$563K +11,724 New
AI
24
Atria Investments
North Carolina
$467K +$81.9K +1,706 +21%
FEM
25
Fulcrum Equity Management
Texas
$443K -$78K -1,624 -15%

BKHY Hedge Fund Activity: Q1 2025 in Review

47 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q1 2025, worth a combined $315M — down 0.8% from $318M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BKHY and 6 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Ocean Park Asset Management, adding an estimated $7.33M. The largest seller was Envestnet Asset Management, cutting an estimated $4.82M.

  • 47 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $315M of BNY Mellon High Yield Beta ETF stock for Q1 2025, down 0.8% quarter-over-quarter.
  • 6 funds opened new BNY Mellon High Yield Beta ETF positions in Q1 2025 and 12 closed out, a net change of -6 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q1 2025 was Ocean Park Asset Management, an estimated $7.33M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $4.82M sold.

Based on aggregated 13F filings for Q1 2025.