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VanEck Fallen Angel High Yield Bond ETF
ANGL

52 hedge funds and large institutions have $271M invested in VanEck Fallen Angel High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

75% more capital invested

Capital invested by funds: $155M → $271M (+$116M)

41% more funds holding

Funds holding: 37 → 52 (+15)

12.53% more ownership

Funds ownership: 42.64% → 55.17% (+13%)

Holders
52
Holders Change
+15
Holders Change %
+40.54%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
22
Increased
20
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M
2
MG
Mather Group
Illinois
+$17M
3
AssetMark Inc
AssetMark Inc
California
+$16M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.1M
5
MP
Manifold Partners
California
+$8.41M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$12.6M
2
HIM
Hanlon Investment Management
New Jersey
-$1.54M
3
Goldman Sachs
Goldman Sachs
New York
-$535K
4
ACM
Aviance Capital Management
Florida
-$496K
5
Morgan Stanley
Morgan Stanley
New York
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
CWH Capital Management
Washington
$1.29M +$173K +6,020 +16%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.11M +$1.02M +35,600 +1,162%
CWM
28
Cornerstone Wealth Management
Missouri
$1.02M +$413K +14,345 +68%
TFA
29
Transamerica Financial Advisors
Florida
$839K -$33.1K -1,149 -4%
IA
30
IFP Advisors
Florida
$574K +$550K +19,114 +2,303%
CFA
31
Cahill Financial Advisors
Minnesota
$520K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$510K +$510K +17,731 New
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$472K +$472K +16,400 New
AIM
34
Astor Investment Management
Illinois
$429K +$55.7K +1,934 +15%
MFS
35
MSI Financial Services
Massachusetts
$418K +$173K +5,997 +71%
WEC
36
Winslow Evans & Crocker
Massachusetts
$357K +$17.8K +620 +5%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$341K +$341K +11,851 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$286K +$286K +9,942 New
OC
39
Oppenheimer & Co
New York
$273K +$60.5K +2,100 +28%
AG
40
Advisor Group
Arizona
$240K +$104K +3,629 +77%
JIP
41
Jaffetilchin Investment Partners
Florida
$233K +$233K +8,094 New
NFA
42
Nationwide Fund Advisors
Ohio
$165K -$256K -8,910 -61%
MA
43
MUFG Americas
New York
$164K – – –
IWM
44
IHT Wealth Management
Illinois
$72K +$71.8K +2,494 New
Wells Fargo
45
Wells Fargo
California
$38K +$38.5K +1,337 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$35K -$298K -10,361 -89%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K +$28.8K +1,000 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$20K +$19.3K +671 New
RFA
49
Reilly Financial Advisors
California
$15K +$14.9K +517 New
CFD
50
Creative Financial Designs
Indiana
$11K +$12.6K +439 New
1
2
3

ANGL Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2016, worth a combined $271M — up 75% from $155M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ANGL positions and 7 closed out — a net gain of 15 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $12.6M sold.

  • 52 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2016, up from 37 in Q3 2016.
  • Funds reported $271M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2016, up 75% quarter-over-quarter.
  • 22 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2016 and 7 closed out, a net change of +15 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2016 was Flow Traders U.S., an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2016.