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VanEck Fallen Angel High Yield Bond ETF

340 hedge funds and large institutions have $2.09B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 30

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

20% more capital invested

Capital invested by funds: $1.73B → $2.09B (+$354M)

11% more funds holding

Funds holding: 305340 (+35)

7.33% more ownership

Funds ownership: 63.13%70.46% (+7.3%)

9% more call options, than puts

Call options by funds: $374K | Put options by funds: $342K

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

Holders
340
Holders Change
+35
Holders Change %
+11.48%
% of All Funds
4.96%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
69
Increased
121
Reduced
122
Closed
30
Calls
$374K
Puts
$342K
Net Calls
+$32K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$11.7K +$9.65K +350 +625%
DFA
302
DHJJ Financial Advisors
Illinois
$11.6K +$83 +3 +0.8%
WWM
303
Wolff Wiese Magana
California
$10.6K -$55 -2 -0.5%
CIA
304
Cape Investment Advisory
Georgia
$9.35K -$1.32K -48 -13%
ASBI
305
American State Bank (Iowa)
Iowa
$9.21K
SSB
306
Sandy Spring Bank
Maryland
$8.12K +$110 +4 +1%
S
307
Syntrinsic
Colorado
$6.87K +$83 +3 +1%
RCM
308
Raleigh Capital Management
North Carolina
$6.27K +$6.01K +218 New
IPW
309
Impact Partnership Wealth
Georgia
$6.14K +$3.5K +127 +148%
NA
310
NewEdge Advisors
Louisiana
$5.85K -$303 -11 -5%
CFGS
311
Concourse Financial Group Securities
Alabama
$5.76K -$22.5K -816 -80%
NEAM
312
New England Asset Management
Connecticut
$5.32K +$5.1K +185 New
FFA
313
Frazier Financial Advisors
Ohio
$5.15K +$4.94K +179 New
TC
314
Truvestments Capital
Florida
$4.81K +$4.61K +167 New
PFA
315
Pathway Financial Advisers
Indiana
$4.78K +$55 +2 +1%
PA
316
PSI Advisors
Florida
$4.25K +$83 +3 +2%
BTI
317
Blue Trust Inc
Georgia
$4K +$4.19K +152 New
CP
318
Castleview Partners
Texas
$3.98K +$993 +36 +35%
CIM
319
Contravisory Investment Management
Massachusetts
$3.86K +$3.69K +134 New
LOIP
320
Live Oak Investment Partners
Texas
$3.68K
William Blair & Company
321
William Blair & Company
Illinois
$2.94K -$607 -22 -18%
BWM
322
BKM Wealth Management
Wisconsin
$2.88K +$2.76K +100 New
KFI
323
Key Financial Inc
Pennsylvania
$2.82K
AWM
324
Abound Wealth Management
Tennessee
$2.6K +$2.48K +90 New
DAM
325
Delta Asset Management
Tennessee
$2.13K -$83 -3 -4%

ANGL Hedge Fund Activity: Q4 2023 in Review

340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2023, worth a combined $2.09B — up 20% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ANGL positions and 30 closed out — a net gain of 39 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60M. The largest seller was Bank of America, cutting an estimated $25.9M.

  • 340 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2023, up from 305 in Q3 2023.
  • Funds reported $2.09B of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 69 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2023 and 30 closed out, a net change of +39 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $60M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2023 was Bank of America, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2023.