We are live on ! Find out more
ANGL icon

VanEck Fallen Angel High Yield Bond ETF

305 hedge funds and large institutions have $1.73B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 114 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 114

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

2% less funds holding

Funds holding: 312305 (-7)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$142M)

8.13% less ownership

Funds ownership: 71.26%63.13% (-8.1%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

39% less call options, than puts

Call options by funds: $89K | Put options by funds: $146K

Holders
305
Holders Change
-7
Holders Change %
-2.24%
% of All Funds
4.84%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
42
Increased
114
Reduced
114
Closed
45
Calls
$89K
Puts
$146K
Net Calls
-$57K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$15.1M +$706K +25,653 +5%
MG
27
Mather Group
Illinois
$14.9M -$2.73M -99,214 -15%
IWC
28
Integrated Wealth Concepts
Massachusetts
$14M -$89.4K -3,247 -0.6%
JCM
29
Janney Capital Management
Pennsylvania
$13.9M -$452K -16,413 -3%
ACP
30
Aveo Capital Partners
Colorado
$13.5M -$732K -26,586 -5%
GC
31
Guggenheim Capital
Illinois
$13.1M -$1.1M -40,025 -8%
UBS Group
32
UBS Group
Switzerland
$12M +$301K +10,932 +3%
AF
33
Allworth Financial
California
$11.8M +$2.74M +99,625 +29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.6M -$541K -19,627 -4%
OCM
35
One Capital Management
California
$11.3M +$11.5M +416,231 New
AFA
36
American Financial Advisors
Georgia
$11.2M +$562K +20,406 +5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$10.9M +$8.55M +310,345 +358%
TC
38
Trilogy Capital
California
$10.9M -$511K -18,538 -4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$10.5M +382,049 New
RJA
40
Raymond James & Associates
Florida
$10.3M +$6.16M +223,689 +143%
CPG
41
Cornerstone Planning Group
New Jersey
$10.2M +$1.24M +45,184 +14%
MWM
42
MY Wealth Management
Maryland
$10M -$117K -4,240 -1%
DWP
43
Destiny Wealth Partners
Florida
$9.52M +$964K +34,996 +11%
DWM
44
Darwin Wealth Management
Florida
$9.47M -$95.1K -3,454 -1%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$9.35M +$651K +23,622 +7%
FSA
46
Financial Services Advisory
Maryland
$9.19M +$9.35M +339,640 New
RIG
47
RiverFront Investment Group
Virginia
$9.08M +$9.24M +335,453 New
Stifel Financial
48
Stifel Financial
Missouri
$8.8M +$701K +25,445 +8%
MML Investors Services
49
MML Investors Services
Massachusetts
$8.41M +$435K +15,793 +5%
PLU
50
Performa Ltd (US)
South Carolina
$8.33M

ANGL Hedge Fund Activity: Q3 2023 in Review

305 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2023, worth a combined $1.73B — down 7.6% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ANGL and 42 opened new positions — a net loss of 3 holders — while 114 trimmed existing stakes and 114 added.

The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $28M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $49.8M.

  • 305 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2023, down from 312 in Q2 2023.
  • Funds reported $1.73B of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 42 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2023 and 45 closed out, a net change of -3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2023 was Ocean Park Asset Management, an estimated $28M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2023.