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VanEck Fallen Angel High Yield Bond ETF

116 hedge funds and large institutions have $633M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

26% more funds holding

Funds holding: 92116 (+24)

25% more capital invested

Capital invested by funds: $505M → $633M (+$128M)

4.17% more ownership

Funds ownership: 48.36%52.53% (+4.2%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
116
Holders Change
+24
Holders Change %
+26.09%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
35
Increased
48
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.49M +$23.4K +778 +2%
BWAM
52
Boyd Watterson Asset Management
Ohio
$1.33M
OMC
53
Old Mission Capital
Illinois
$1.32M -$511K -16,988 -28%
PAG
54
Private Advisor Group
New Jersey
$1.28M -$6.74K -224 -0.5%
FLI
55
Family Legacy Inc
South Carolina
$1.23M +$1.23M +41,002 New
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$1.2M +$1.21M +40,200 New
FIM
57
Freedom Investment Management
Connecticut
$1.13M -$15.6M -517,650 -93%
OC
58
Oppenheimer & Co
New York
$1.11M -$20.5K -681 -2%
AFNAS
59
American Financial Network Advisory Services
California
$1.07M +$66.8K +2,221 +7%
RJA
60
Raymond James & Associates
Florida
$1.04M +$441K +14,666 +73%
APA
61
American Portfolios Advisors
New York
$1.04M +$1.05M +34,764 New
TFA
62
Transamerica Financial Advisors
Florida
$1.02M -$692K -23,019 -40%
IA
63
IFP Advisors
Florida
$1.01M +$208K +6,931 +26%
CFA
64
Cahill Financial Advisors
Minnesota
$965K -$45.7K -1,520 -5%
AA
65
Ancora Advisors
Ohio
$827K +$9.87K +328 +1%
AG
66
Advisor Group
Arizona
$699K -$96.2K -3,200 -12%
Millennium Management
67
Millennium Management
New York
$666K +$148K +4,927 +28%
WP
68
WealthSource Partners
California
$640K +$187K +6,202 +41%
BTS
69
BB&T Securities
Virginia
$622K +$625K +20,784 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$570K +$14.9K +497 +3%
FCAG
71
First Capital Advisors Group
New Jersey
$563K -$157K -5,220 -22%
CFD
72
Creative Financial Designs
Indiana
$504K -$5.26K -175 -1%
WEC
73
Winslow Evans & Crocker
Massachusetts
$499K +$37.6K +1,250 +8%
GLA
74
Great Lakes Advisors
Illinois
$458K +$98.7K +3,282 +27%
11A
75
10-15 Associates
New York
$398K -$2.56K -85 -0.6%

ANGL Hedge Fund Activity: Q4 2017 in Review

116 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2017, worth a combined $633M — up 25% from $505M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ANGL positions and 9 closed out — a net gain of 26 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $75M. The largest seller was AssetMark Inc, cutting an estimated $15.9M.

  • 116 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2017, up from 92 in Q3 2017.
  • Funds reported $633M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 35 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $75M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.