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BNY Mellon High Yield Beta ETF

48 hedge funds and large institutions have $333M invested in BNY Mellon High Yield Beta ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more capital invested

Capital invested by funds: $327M → $333M (+$5.41M)

2.75% less ownership

Funds ownership: 89.26%86.51% (-2.8%)

4% less funds holding

Funds holding: 5048 (-2)

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
20
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RPOA Advisors
Texas
$227M -$2.5M -51,660 -1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.5M -$174K -3,600 -0.7%
AssetMark Inc
3
AssetMark Inc
California
$18.9M +$8.34M +172,771 +80%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.18M +$1.17M +24,265 +20%
OPAM
5
Ocean Park Asset Management
California
$6.41M -$2.08M -43,100 -25%
LPL Financial
6
LPL Financial
California
$5.99M +$899K +18,610 +18%
Morgan Stanley
7
Morgan Stanley
New York
$4.83M +$745K +15,418 +18%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.6M +$578K +11,969 +15%
HOWA
9
Heritage Oak Wealth Advisors
Florida
$4.44M +$1.5M +31,017 +52%
IWC
10
Integrated Wealth Concepts
Massachusetts
$3.54M +$49.4K +1,022 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.72M -$2.09M -43,262 -44%
SWP
12
ShoreHaven Wealth Partners
New Jersey
$2.71M +$26.9K +557 +1%
CWA
13
Crux Wealth Advisors
California
$2.41M +$166K +3,447 +8%
Raymond James Financial
14
Raymond James Financial
Florida
$2.4M +$661K +13,691 +38%
CA
15
CoreCap Advisors
Michigan
$1.84M +$425K +8,804 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.66M +$644K +13,340 +64%
GS
17
GTS Securities
New York
$1.44M +$218K +4,522 +18%
SIP
18
Sellwood Investment Partners
Oregon
$943K +$87K +1,801 +10%
WEG
19
World Equity Group
Illinois
$821K -$13.3K -276 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$664K +$25.1K +520 +4%
FTUS
21
Flow Traders U.S.
New York
$627K +$116K +2,397 +23%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$575K +$319K +6,599 +127%
SF
23
Symphony Financial
Texas
$559K +$18K +372 +3%
GVCM
24
Global View Capital Management
Wisconsin
$533K +$109K +2,247 +26%
TA
25
TFB Advisors
Kansas
$356K +$58.3K +1,207 +20%

BKHY Hedge Fund Activity: Q3 2025 in Review

48 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q3 2025, worth a combined $333M — up 1.7% from $327M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKHY positions and 9 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $8.34M. The largest seller was Jane Street, exiting entirely with an estimated $4.54M sold.

  • 48 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q3 2025, down from 50 in Q2 2025.
  • Funds reported $333M of BNY Mellon High Yield Beta ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 10 funds opened new BNY Mellon High Yield Beta ETF positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q3 2025 was AssetMark Inc, an estimated $8.34M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q3 2025 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2025.