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BNY Mellon High Yield Beta ETF

50 hedge funds and large institutions have $327M invested in BNY Mellon High Yield Beta ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more funds holding

Funds holding: 4750 (+3)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $315M → $327M (+$12M)

0.38% more ownership

Funds ownership: 88.88%89.26% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
18
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$228M -$8M -169,176 -3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.5M +$5.63M +119,039 +28%
AssetMark Inc
3
AssetMark Inc
California
$10.4M +$610K +12,894 +6%
OPAM
4
Ocean Park Asset Management
California
$8.32M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.95M -$931K -19,674 -14%
LPL Financial
6
LPL Financial
California
$5.04M +$81.7K +1,726 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$4.78M +$1.91M +40,297 +69%
Jane Street
8
Jane Street
New York
$4.54M +$4.45M +94,062 New
Morgan Stanley
9
Morgan Stanley
New York
$4.05M +$2.01M +42,433 +103%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.98M -$147K -3,108 -4%
IWC
11
Integrated Wealth Concepts
Massachusetts
$3.46M -$273K -5,769 -7%
HOWA
12
Heritage Oak Wealth Advisors
Florida
$2.9M +$405K +8,565 +17%
SWP
13
ShoreHaven Wealth Partners
New Jersey
$2.66M -$166K -3,507 -6%
CWA
14
Crux Wealth Advisors
California
$2.22M +$1.27M +26,929 +142%
Raymond James Financial
15
Raymond James Financial
Florida
$1.72M +$1.27M +26,791 +304%
CA
16
CoreCap Advisors
Michigan
$1.4M -$434K -9,181 -24%
GS
17
GTS Securities
New York
$1.2M +$1.18M +24,955 New
Osaic Holdings
18
Osaic Holdings
Arizona
$988K +$909K +19,217 +1,273%
OMC
19
Old Mission Capital
Illinois
$958K +$553K +11,698 +144%
SIP
20
Sellwood Investment Partners
Oregon
$848K +$1.66K +35 +0.2%
WEG
21
World Equity Group
Illinois
$827K -$598K -12,649 -42%
HighTower Advisors
22
HighTower Advisors
Illinois
$633K -$308K -6,510 -33%
SF
23
Symphony Financial
Texas
$535K +$526K +11,125 New
FTUS
24
Flow Traders U.S.
New York
$505K -$97.4K -2,059 -16%
FIM
25
Freedom Investment Management
Connecticut
$470K -$161K -3,401 -26%

BKHY Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q2 2025, worth a combined $327M — up 3.8% from $315M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKHY positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.63M. The largest seller was RPOA Advisors, cutting an estimated $8M.

  • 50 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q2 2025, up from 47 in Q1 2025.
  • Funds reported $327M of BNY Mellon High Yield Beta ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 11 funds opened new BNY Mellon High Yield Beta ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $5.63M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q2 2025 was RPOA Advisors, an estimated $8M sold.

Based on aggregated 13F filings for Q2 2025.