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VanEck Fallen Angel High Yield Bond ETF
ANGL

112 hedge funds and large institutions have $617M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

1.82% more ownership

Funds ownership: 52.53% → 54.35% (+1.8%)

3% less capital invested

Capital invested by funds: $633M → $617M (-$16M)

3% less funds holding

Funds holding: 116 → 112 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
59
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
Cerity Partners OCIO
New York
+$15M
2
SS
Simplicity Solutions
Minnesota
+$13M
3
AWM
AE Wealth Management
Kansas
+$12.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M

Top Sellers

1
LPL Financial
LPL Financial
California
-$16.7M
2
Wells Fargo
Wells Fargo
California
-$10.8M
3
DF
Donoghue Forlines
Massachusetts
-$10M
4
MP
Manifold Partners
California
-$8.17M
5
GI
Gradient Investments
Minnesota
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Capital
Florida
$3.72M +$732K +24,728 +24%
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$3.57M +$2.45M +82,700 +206%
Ameriprise
28
Ameriprise
Minnesota
$3.51M +$493K +16,638 +16%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.18M -$3.36M -113,454 -51%
Stifel Financial
30
Stifel Financial
Missouri
$2.76M +$2.81M +95,014 New
AI
31
Atria Investments
North Carolina
$2.6M -$4.27M -144,230 -62%
SMA
32
Simply Money Advisors
Ohio
$2.59M -$107K -3,613 -4%
ASN
33
Advisory Services Network
Georgia
$2.46M +$21.5K +725 +0.9%
IF
34
IRON Financial
Illinois
$2.27M +$2.31M +78,058 New
Nomura Asset Management
35
Nomura Asset Management
Japan
$2.24M – – –
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$2.23M +$432K +14,600 +24%
MP
37
Manifold Partners
California
$2.22M -$8.17M -275,763 -78%
Wells Fargo
38
Wells Fargo
California
$2.21M -$10.8M -366,299 -83%
TFA
39
Transamerica Financial Advisors
Florida
$2.03M +$1.06M +35,914 +106%
GCMG
40
Gyroscope Capital Management Group
Florida
$1.99M +$342K +11,556 +20%
MC
41
Moors & Cabot
Massachusetts
$1.86M +$322K +10,884 +20%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.63M +$187K +6,319 +13%
CWM
43
Cornerstone Wealth Management
Missouri
$1.6M -$9.45K -319 -0.6%
APA
44
American Portfolios Advisors
New York
$1.39M +$389K +13,145 +38%
SCM
45
SOL Capital Management
Maryland
$1.34M +$1.36M +46,000 New
FLI
46
Family Legacy Inc
South Carolina
$1.27M +$84K +2,837 +7%
RJA
47
Raymond James & Associates
Florida
$1.21M +$198K +6,671 +19%
BTS
48
BB&T Securities
Virginia
$1.2M +$604K +20,401 +98%
OC
49
Oppenheimer & Co
New York
$1.13M +$51.1K +1,727 +5%
IA
50
IFP Advisors
Florida
$1.01M – – –
1
2
3 4 5

ANGL Hedge Fund Activity: Q1 2018 in Review

112 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2018, worth a combined $617M — down 2.5% from $633M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ANGL and 18 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 59 added.

The largest buyer was Cerity Partners OCIO, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $16.7M.

  • 112 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2018, down from 116 in Q4 2017.
  • Funds reported $617M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2018, down 2.5% quarter-over-quarter.
  • 18 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2018 and 21 closed out, a net change of -3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2018 was Cerity Partners OCIO, an estimated $15M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2018 was LPL Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2018.