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VanEck Fallen Angel High Yield Bond ETF

312 hedge funds and large institutions have $1.88B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

8% more capital invested

Capital invested by funds: $1.74B → $1.88B (+$135M)

6.82% more ownership

Funds ownership: 64.44%71.26% (+6.8%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% less funds holding

Funds holding: 314312 (-2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

23% less call options, than puts

Call options by funds: $775K | Put options by funds: $1.01M

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.28%
New
40
Increased
135
Reduced
100
Closed
37
Calls
$775K
Puts
$1.01M
Net Calls
-$233K
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$7.82M +$7.75M +281,487 New
SKK
52
Shepherd Kaplan Krochuk
Massachusetts
$7.78M -$134K -4,878 -2%
Citigroup
53
Citigroup
New York
$7.32M +$306K +11,132 +4%
SF
54
Symphony Financial
Texas
$7.15M +$477K +17,347 +7%
AWM
55
Avitas Wealth Management
California
$7.07M +$117K +4,251 +2%
OWA
56
Octavia Wealth Advisors
Ohio
$6.92M +$240K +8,717 +4%
AIMU
57
Allianz Investment Management US
Minnesota
$6.89M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$6.63M -$548K -19,891 -8%
LOIP
59
Live Oak Investment Partners
Texas
$6.48M
TA
60
Tactive Advisors
Florida
$6.43M -$2M -72,717 -24%
FWP
61
FAS Wealth Partners
Kansas
$5.94M +$49.2K +1,786 +0.8%
WI
62
WrapManager Inc
California
$5.76M -$8.75K -318 -0.2%
RWP
63
RWA Wealth Partners
Massachusetts
$5.71M +$5.66M +205,608 New
CWM
64
Congress Wealth Management
Massachusetts
$5.41M -$616K -22,370 -10%
AI
65
Atria Investments
North Carolina
$5.39M +$168K +6,105 +3%
CAM
66
Congress Asset Management
Massachusetts
$5.38M -$625K -22,719 -10%
GM
67
GeoWealth Management
Illinois
$5.27M -$896K -32,541 -15%
TFA
68
Transamerica Financial Advisors
Florida
$4.75M +$433K +15,713 +10%
SSA
69
Schonfeld Strategic Advisors
New York
$4.68M +$4.64M +168,485 New
TIA
70
Traphagen Investment Advisors
New Jersey
$4.66M +$99.2K +3,604 +2%
CFP
71
Cypress Financial Planning
New Jersey
$4.53M +$313K +11,358 +7%
WS
72
Wela Strategies
Georgia
$4.38M -$68.6K -2,491 -2%
HighTower Advisors
73
HighTower Advisors
Illinois
$4.37M +$526K +19,101 +14%
RJA
74
Raymond James & Associates
Florida
$4.35M -$4.56M -165,546 -51%
EL
75
Essex LLC
Illinois
$4.35M -$1.34M -48,752 -24%

ANGL Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2023, worth a combined $1.88B — up 7.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ANGL positions and 37 closed out — a net gain of 3 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $52.9M. The largest seller was Ameriprise, cutting an estimated $77.1M.

  • 312 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2023, down from 314 in Q1 2023.
  • Funds reported $1.88B of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2023, up 7.7% quarter-over-quarter.
  • 40 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2023 and 37 closed out, a net change of +3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2023 was Cerity Partners, an estimated $52.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2023 was Ameriprise, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2023.