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VanEck Fallen Angel High Yield Bond ETF

313 hedge funds and large institutions have $1.74B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 128 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-4
Holders Change %
-1.26%
% of All Funds
5.01%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
45
Increased
128
Reduced
94
Closed
42
Calls
$1.03M
Puts
$1.68M
Net Calls
-$648K
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
51
Octavia Wealth Advisors
Ohio
$6.73M +$1.55M +55,173 +30%
SF
52
Symphony Financial
Texas
$6.7M +$473K +17,075 +8%
BEC
53
Blue Edge Capital
Virginia
$6.62M +$1.1M +39,264 +20%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$6.59M +$2.69M +95,904 +69%
LOIP
55
Live Oak Investment Partners
Texas
$6.37M -$3.85M
AWS
56
Atria Wealth Solutions
New York
$6.29M -$2.16M -76,987 -26%
GM
57
GeoWealth Management
Illinois
$6.22M +$1.9M +67,997 +44%
CWM
58
Congress Wealth Management
Massachusetts
$6.09M -$1.4M -49,951 -19%
CAM
59
Congress Asset Management
Massachusetts
$6.07M -$1.39M -49,473 -19%
FWP
60
FAS Wealth Partners
Kansas
$5.94M +$10.3K +369 +0.2%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$5.9M +$4.31M +153,804 +271%
WI
62
WrapManager Inc
California
$5.82M +$971K +34,651 +20%
EL
63
Essex LLC
Illinois
$5.55M
IWC
64
Integrated Wealth Concepts
Massachusetts
$5.28M +$1.38M +49,111 +35%
AI
65
Atria Investments
North Carolina
$5.27M +$982K +35,039 +23%
HGWM
66
Harvest Group Wealth Management
Massachusetts
$4.66M -$378K -13,478 -7%
TIA
67
Traphagen Investment Advisors
New Jersey
$4.6M +$86.9K +3,101 +2%
WS
68
Wela Strategies
Georgia
$4.49M +$113K +4,038 +3%
MHS
69
M Holdings Securities
Oregon
$4.39M +$9.3K +332 +0.2%
MCC
70
Money Concepts Capital
Florida
$4.38M +$3.01M +237,752 +218%
TFA
71
Transamerica Financial Advisors
Florida
$4.35M +$3.2K +114 +0.1%
CFP
72
Cypress Financial Planning
New Jersey
$4.26M +$84.3K +3,025 +2%
JFG
73
Jefferies Financial Group
New York
$4.2M +$4.2M +150,013 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$3.92M +$1.63M +58,230 +71%
CTFG
75
Capstone Triton Financial Group
Oklahoma
$3.9M -$92.4K -3,297 -2%