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VanEck Fallen Angel High Yield Bond ETF

314 hedge funds and large institutions have $1.74B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 128 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 94

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

1% less funds holding

Funds holding: 317314 (-3)

4.2% less ownership

Funds ownership: 68.64%64.44% (-4.2%)

24% less capital invested

Capital invested by funds: $2.28B → $1.74B (-$536M)

39% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.68M

Holders
314
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
5%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
46
Increased
128
Reduced
94
Closed
42
Calls
$1.03M
Puts
$1.68M
Net Calls
-$648K
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$16.4K
US Bancorp
277
US Bancorp
Minnesota
$15.4K -$1.08K -39 -7%
FCAS
278
First Command Advisory Services
Texas
$13.5K +$13.3K +483 New
PA
279
PSI Advisors
Florida
$11.6K +$83 +3 +0.7%
WTC
280
WhitTier Trust Company
Nevada
$11.4K -$20.4K -739 -65%
BTI
281
Blue Trust Inc
Georgia
$11K +$6.35K +230 +128%
SSB
282
Sandy Spring Bank
Maryland
$7.58K +$83 +3 +1%
CFB
283
Cullen/Frost Bankers
Texas
$7.54K
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$7.25K -$6.42M -232,500 -47%
CWM
285
Consultiva Wealth Management
Puerto Rico
$6.25K
CFGS
286
Concourse Financial Group Securities
Alabama
$5.6K +$5.52K +200 New
LWA
287
Lowe Wealth Advisors
Maryland
$5.32K
CWP
288
Concord Wealth Partners
Virginia
$5.18K
ASBI
289
American State Bank (Iowa)
Iowa
$5.18K +$5.11K +185 New
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$5.07K
FFA
291
Farther Finance Advisors
California
$4.62K -$110 -4 -2%
PFA
292
Pathway Financial Advisers
Indiana
$4.46K +$55 +2 +1%
HS
293
Horan Securities
United States
$4.13K
William Blair & Company
294
William Blair & Company
Illinois
$4.01K
TAM
295
Tucker Asset Management
Colorado
$3.47K +$1.44K +52 +72%
GAG
296
Goodman Advisory Group
Massachusetts
$3.14K -$134K -4,837 -98%
CP
297
Castleview Partners
Texas
$2.87K
KFI
298
Key Financial Inc
Pennsylvania
$2.75K
DAM
299
Delta Asset Management
Tennessee
$2.16K
PTC
300
Private Trust Company
Ohio
$2.07K +$1.05K +38 +106%

ANGL Hedge Fund Activity: Q1 2023 in Review

314 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2023, worth a combined $1.74B — down 24% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ANGL positions and 42 closed out — a net gain of 4 holders — while 128 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $91.8M. The largest seller was Bank of America, cutting an estimated $265M.

  • 314 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2023, down from 317 in Q4 2022.
  • Funds reported $1.74B of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2023, down 24% quarter-over-quarter.
  • 46 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2023 and 42 closed out, a net change of +4 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2023 was Ameriprise, an estimated $91.8M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2023 was Bank of America, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2023.