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VanEck Fallen Angel High Yield Bond ETF

119 hedge funds and large institutions have $750M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

22% more capital invested

Capital invested by funds: $617M → $750M (+$133M)

8.15% more ownership

Funds ownership: 54.35%62.5% (+8.1%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.72%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.21%
New
25
Increased
50
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
51
Financial Gravity Asset Management
Texas
$1.5M +$1.51M +51,969 New
FLI
52
Family Legacy Inc
South Carolina
$1.45M +$190K +6,528 +15%
Stifel Financial
53
Stifel Financial
Missouri
$1.42M -$1.32M -45,449 -48%
SWM
54
SeaCrest Wealth Management
New York
$1.42M +$1.43M +49,403 New
APA
55
American Portfolios Advisors
New York
$1.32M -$55.4K -1,907 -4%
SCM
56
SOL Capital Management
Maryland
$1.32M
BTS
57
BB&T Securities
Virginia
$1.18M +$1.86K +64 +0.2%
OC
58
Oppenheimer & Co
New York
$1.04M -$78K -2,688 -7%
IA
59
IFP Advisors
Florida
$1.04M +$65.4K +2,252 +7%
AA
60
Ancora Advisors
Ohio
$815K +$10.7K +367 +1%
IFWM
61
Institute for Wealth Management
Colorado
$777K -$42.7K -1,471 -5%
GLA
62
Great Lakes Advisors
Illinois
$701K +$111K +3,821 +19%
VC
63
Vicus Capital
Pennsylvania
$701K +$709K +24,435 New
CFA
64
Cahill Financial Advisors
Minnesota
$680K -$3.31K -114 -0.5%
Millennium Management
65
Millennium Management
New York
$664K +$164K +5,660 +32%
FAAS
66
First Allied Advisory Services
California
$571K +$45.5K +1,567 +9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$565K -$75.3K -2,592 -12%
AG
68
Advisor Group
Arizona
$565K +$18.2K +628 +3%
CFD
69
Creative Financial Designs
Indiana
$527K +$25.4K +876 +5%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$516K +$2.5K +86 +0.5%
SWP
71
Stratos Wealth Partners
Ohio
$471K -$26.7K -920 -5%
CL
72
Cabana LLC
Arkansas
$465K -$189K -6,513 -29%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$463K +$61.7K +2,124 +15%
HWA
74
HCR Wealth Advisors
California
$435K -$116K -4,000 -21%
WEC
75
Winslow Evans & Crocker
Massachusetts
$408K -$59.8K -2,058 -13%

ANGL Hedge Fund Activity: Q2 2018 in Review

119 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2018, worth a combined $750M — up 22% from $617M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ANGL positions and 15 closed out — a net gain of 10 holders — while 50 added to existing stakes and 30 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $30.6M. The largest seller was Royal Bank of Canada, cutting an estimated $10.7M.

  • 119 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $750M of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 25 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2018 and 15 closed out, a net change of +10 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $30.6M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2018 was Royal Bank of Canada, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.