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BNY Mellon High Yield Beta ETF

43 hedge funds and large institutions have $95.7M invested in BNY Mellon High Yield Beta ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4743 (-4)

22.06% less ownership

Funds ownership: 86.18%64.11% (-22%)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

71% less capital invested

Capital invested by funds: $336M → $95.7M (-$240M)

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
24
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$28.7M +$1.55M +32,400 +6%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M +$4.61M +96,155 +76%
AssetMark Inc
3
AssetMark Inc
California
$10.4M +$126K +2,630 +1%
LPL Financial
4
LPL Financial
California
$7.03M +$1.75M +36,499 +33%
OPAM
5
Ocean Park Asset Management
California
$6.24M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.31M +$333K +6,949 +8%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.04M +$116K +2,428 +4%
SWP
8
ShoreHaven Wealth Partners
New Jersey
$2.8M -$34.9K -727 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.77M -$1.6M -33,300 -36%
Raymond James Financial
10
Raymond James Financial
Florida
$2.74M -$90.4K -1,885 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.64M +$131K +2,722 +5%
CWA
12
Crux Wealth Advisors
California
$2.62M +$93.8K +1,956 +4%
AWM
13
AE Wealth Management
Kansas
$2.19M +$1.33M +27,692 +150%
WEG
14
World Equity Group
Illinois
$1.61M +$843K +17,582 +107%
SIP
15
Sellwood Investment Partners
Oregon
$1.09M +$1.73K +36 +0.2%
GS
16
GTS Securities
New York
$1.08M -$5.97M -124,504 -84%
SF
17
Symphony Financial
Texas
$911K +$183K +3,808 +25%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$780K +$65.2K +1,360 +9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$587K +$25.3K +527 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$585K +$24.4K +509 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$447K +$18.9K +394 +4%
FTUS
22
Flow Traders U.S.
New York
$433K -$875K -18,244 -67%
GVCM
23
Global View Capital Management
Wisconsin
$312K -$222K -4,623 -41%
RA
24
RPOA Advisors
Texas
$300K -$236M -4,924,209 -100%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$282K +$16.1K +335 +6%

BKHY Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon High Yield Beta ETF (BKHY) for Q1 2026, worth a combined $95.7M — down 71% from $336M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKHY and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $4.61M. The largest seller was RPOA Advisors, cutting an estimated $236M.

  • 43 institutional investors held BNY Mellon High Yield Beta ETF (BKHY) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $95.7M of BNY Mellon High Yield Beta ETF stock for Q1 2026, down 71% quarter-over-quarter.
  • 5 funds opened new BNY Mellon High Yield Beta ETF positions in Q1 2026 and 8 closed out, a net change of -3 holders.
  • The largest BNY Mellon High Yield Beta ETF buyer in Q1 2026 was Morgan Stanley, an estimated $4.61M added.
  • The largest BNY Mellon High Yield Beta ETF seller in Q1 2026 was RPOA Advisors, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2026.