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VanEck Fallen Angel High Yield Bond ETF
ANGL

115 hedge funds and large institutions have $640M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

3% less funds holding

Funds holding: 119 → 115 (-4)

5.59% less ownership

Funds ownership: 62.5% → 56.91% (-5.6%)

15% less capital invested

Capital invested by funds: $750M → $640M (-$110M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
18
Increased
48
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$12.7M
2
PCM
Peak Capital Management
Colorado
+$7.08M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.21M
4
MG
Mather Group
Illinois
+$5.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$57.4M
2
SS
Simplicity Solutions
Minnesota
-$55.4M
3
JCM
Janney Capital Management
Pennsylvania
-$27.8M
4
DF
Donoghue Forlines
Massachusetts
-$6.65M
5
TC
Toews Corporation
New Jersey
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$4.95M -$51.6K -1,786 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.68M +$852K +29,471 +22%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.52M -$523K -18,090 -10%
SMM
29
Stadion Money Management
Georgia
$4.3M -$551K -19,071 -11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.24M +$9.28K +321 +0.2%
CFGS
31
Concourse Financial Group Securities
Alabama
$4.12M +$4.1M +141,823 New
Ameriprise
32
Ameriprise
Minnesota
$3.79M +$892K +30,854 +31%
NSLI
33
Nan Shan Life Insurance
Taiwan
$3.78M – – –
AssetMark Inc
34
AssetMark Inc
California
$3.45M +$3.42M +118,441 +96,293%
BCM
35
Brookstone Capital Management
Illinois
$3.23M -$269K -9,306 -8%
FF
36
Fluent Financial
Texas
$2.8M -$93.3K -3,226 -3%
Citadel Advisors
37
Citadel Advisors
Florida
$2.74M +$2.73M +94,308 New
AI
38
Atria Investments
North Carolina
$2.69M -$1.29M -44,641 -33%
TC
39
Toews Corporation
New Jersey
$2.69M -$5.42M -187,500 -67%
Wells Fargo
40
Wells Fargo
California
$2.69M +$419K +14,483 +19%
RJA
41
Raymond James & Associates
Florida
$2.58M +$1.04M +35,832 +68%
ASN
42
Advisory Services Network
Georgia
$2.46M +$13.2K +458 +0.5%
Nomura Asset Management
43
Nomura Asset Management
Japan
$2.24M – – –
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$2.23M – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.22M -$859K -29,703 -28%
BCM
46
Bluefin Capital Management
New York
$1.92M +$1.91M +65,993 New
TFA
47
Transamerica Financial Advisors
Florida
$1.9M -$62.4K -2,159 -3%
AF
48
Allworth Financial
California
$1.83M -$561K -19,405 -24%
SWM
49
SeaCrest Wealth Management
New York
$1.55M +$117K +4,050 +8%
FLI
50
Family Legacy Inc
South Carolina
$1.55M +$82.8K +2,862 +6%
1
2
3 4 5

ANGL Hedge Fund Activity: Q3 2018 in Review

115 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2018, worth a combined $640M — down 15% from $750M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ANGL and 18 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 48 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $12.7M. The largest seller was AE Wealth Management, cutting an estimated $57.4M.

  • 115 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $640M of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2018, down 15% quarter-over-quarter.
  • 18 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2018 and 22 closed out, a net change of -4 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $12.7M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2018 was AE Wealth Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2018.