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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
SKK
51
Shepherd Kaplan Krochuk
Massachusetts
$7.78M +$207K +7,525 +3%
Goldman Sachs
52
Goldman Sachs
New York
$7.78M +$4.11M +149,100 +108%
GM
53
GeoWealth Management
Illinois
$7.74M +$2.65M +96,361 +51%
SF
54
Symphony Financial
Texas
$7.33M +$403K +14,624 +6%
AWM
55
Avitas Wealth Management
California
$6.95M +$60.3K +2,188 +0.9%
OWA
56
Octavia Wealth Advisors
Ohio
$6.87M +$134K +4,877 +2%
AIMU
57
Allianz Investment Management US
Minnesota
$6.71M
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$6.41M +$3.16M +114,646 +94%
LOIP
59
Live Oak Investment Partners
Texas
$6.22M
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$6.03M -$439K -15,932 -7%
Citigroup
61
Citigroup
New York
$6M -$1.15M -41,923 -16%
FWP
62
FAS Wealth Partners
Kansas
$5.77M -$16.7K -606 -0.3%
WI
63
WrapManager Inc
California
$5.64M +$34K +1,235 +0.6%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$5.53M +$5.62M +204,241 New
AWM
65
Avior Wealth Management
Nebraska
$5.41M -$2.24M -81,460 -29%
CFP
66
Cypress Financial Planning
New Jersey
$5.3M +$877K +31,855 +19%
RWP
67
RWA Wealth Partners
Massachusetts
$5.21M -$359K -13,049 -6%
HighTower Advisors
68
HighTower Advisors
Illinois
$4.93M +$685K +24,881 +16%
TFA
69
Transamerica Financial Advisors
Florida
$4.86M +$240K +8,723 +5%
CWM
70
Congress Wealth Management
Massachusetts
$4.72M -$559K -20,294 -10%
AI
71
Atria Investments
North Carolina
$4.72M -$547K -19,867 -10%
CAM
72
Congress Asset Management
Massachusetts
$4.71M -$545K -19,788 -10%
TIA
73
Traphagen Investment Advisors
New Jersey
$4.61M +$74.7K +2,712 +2%
CAN
74
Cetera Advisor Networks
California
$4.51M +$296K +10,747 +7%
WS
75
Wela Strategies
Georgia
$4.42M +$161K +5,842 +4%

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.