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VanEck Fallen Angel High Yield Bond ETF
ANGL

68 hedge funds and large institutions have $394M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

45% more capital invested

Capital invested by funds: $271M → $394M (+$123M)

31% more funds holding

Funds holding: 52 → 68 (+16)

1.35% less ownership

Funds ownership: 55.17% → 53.82% (-1.3%)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
22
Increased
31
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$29.9M
2
CS
Credit Suisse
Switzerland
+$14.5M
3
HIM
Hanlon Investment Management
New Jersey
+$13.5M
4
AWM
AE Wealth Management
Kansas
+$10.7M
5
SS
Simplicity Solutions
Minnesota
+$10.4M

Top Sellers

1
WCM
Weatherstone Capital Management
Colorado
-$9.02M
2
Ameriprise
Ameriprise
Minnesota
-$5.16M
3
AssetMark Inc
AssetMark Inc
California
-$4.17M
4
BCM
Bluefin Capital Management
New York
-$3.32M
5
CCP
Cardan Capital Partners
Colorado
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
26
Stadion Money Management
Georgia
$4.99M +$656K +22,400 +15%
CCM
27
CWH Capital Management
Washington
$4.98M +$3.62M +123,555 +276%
AIA
28
Arrow Investment Advisors
Maryland
$4.12M +$1.34M +45,841 +49%
Lazard Asset Management
29
Lazard Asset Management
New York
$3.64M – – –
Nomura Asset Management
30
Nomura Asset Management
Japan
$3.53M +$3.5M +119,500 New
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$2.36M +$1.87M +63,790 +389%
Ameriprise
32
Ameriprise
Minnesota
$2.21M -$5.16M -176,312 -70%
TFA
33
Transamerica Financial Advisors
Florida
$1.94M +$1.07M +36,625 +126%
WCM
34
Weatherstone Capital Management
Colorado
$1.47M -$9.02M -308,332 -86%
CWM
35
Cornerstone Wealth Management
Missouri
$1.36M +$310K +10,596 +30%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.27M +$128K +4,359 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.15M +$851K +29,084 +293%
CFA
38
Cahill Financial Advisors
Minnesota
$878K +$341K +11,645 +65%
GFPC
39
Global Financial Private Capital
Florida
$862K +$854K +29,166 New
IA
40
IFP Advisors
Florida
$677K +$87K +2,974 +15%
WEC
41
Winslow Evans & Crocker
Massachusetts
$664K +$294K +10,034 +81%
SMA
42
Simply Money Advisors
Ohio
$652K +$645K +22,052 New
OC
43
Oppenheimer & Co
New York
$553K +$269K +9,205 +97%
FCAG
44
First Capital Advisors Group
New Jersey
$461K +$457K +15,600 New
AIM
45
Astor Investment Management
Illinois
$413K -$26.9K -920 -6%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$398K +$394K +13,475 New
CFD
47
Creative Financial Designs
Indiana
$381K +$364K +12,437 +2,833%
WP
48
WealthSource Partners
California
$356K +$352K +12,030 New
JIP
49
Jaffetilchin Investment Partners
Florida
$286K +$46.2K +1,580 +20%
RJA
50
Raymond James & Associates
Florida
$218K +$215K +7,361 New
1
2
3

ANGL Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2017, worth a combined $394M — up 45% from $271M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ANGL positions and 5 closed out — a net gain of 17 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $29.9M. The largest seller was Weatherstone Capital Management, cutting an estimated $9.02M.

  • 68 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2017, up from 52 in Q4 2016.
  • Funds reported $394M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2017, up 45% quarter-over-quarter.
  • 22 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2017 and 5 closed out, a net change of +17 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2017 was Flow Traders U.S., an estimated $29.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2017 was Weatherstone Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q1 2017.