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VanEck Fallen Angel High Yield Bond ETF

340 hedge funds and large institutions have $2.09B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 30

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

20% more capital invested

Capital invested by funds: $1.73B → $2.09B (+$354M)

11% more funds holding

Funds holding: 305340 (+35)

7.33% more ownership

Funds ownership: 63.13%70.46% (+7.3%)

9% more call options, than puts

Call options by funds: $374K | Put options by funds: $342K

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

Holders
340
Holders Change
+35
Holders Change %
+11.48%
% of All Funds
4.96%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
69
Increased
121
Reduced
122
Closed
30
Calls
$374K
Puts
$342K
Net Calls
+$32K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$9.42M +$4.22M +152,951 +88%
DWM
52
Darwin Wealth Management
Florida
$9.25M -$782K -28,361 -8%
Stifel Financial
53
Stifel Financial
Missouri
$8.79M -$543K -19,673 -6%
PLU
54
Performa Ltd (US)
South Carolina
$8.63M -$226K -8,200 -3%
Goldman Sachs
55
Goldman Sachs
New York
$8.27M
SF
56
Symphony Financial
Texas
$8.16M +$216K +7,827 +3%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$7.67M +$7.35M +266,650 New
SKK
58
Shepherd Kaplan Krochuk
Massachusetts
$7.55M -$696K -25,241 -9%
AWM
59
Avitas Wealth Management
California
$7.52M +$120K +4,348 +2%
OWA
60
Octavia Wealth Advisors
Ohio
$7.37M +$57.2K +2,075 +0.8%
AIMU
61
Allianz Investment Management US
Minnesota
$7.14M
OCM
62
One Capital Management
California
$6.85M -$4.92M -178,282 -43%
MPW
63
Melone Private Wealth
Michigan
$6.66M +$3.92M +141,998 +159%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$6.62M +$5.86M +212,431 +1,211%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$6.49M +$4.12M +149,400 +196%
MWM
66
MY Wealth Management
Maryland
$6.47M -$4.02M -145,733 -39%
Citigroup
67
Citigroup
New York
$6.46M +$72.9K +2,645 +1%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$6.29M -$117K -4,255 -2%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$6.18M +$290K +10,526 +5%
AEPWM
70
Atlantic Edge Private Wealth Management
Florida
$6.17M +$5.92M +214,540 New
FWP
71
FAS Wealth Partners
Kansas
$6.02M -$106K -3,859 -2%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$5.99M -$788K -28,582 -12%
WI
73
WrapManager Inc
California
$5.9M -$93.7K -3,397 -2%
CAN
74
Cetera Advisor Networks
California
$5.88M +$1.04M +37,612 +23%
SSA
75
Schonfeld Strategic Advisors
New York
$5.76M +$5.52M +200,058 New

ANGL Hedge Fund Activity: Q4 2023 in Review

340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2023, worth a combined $2.09B — up 20% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ANGL positions and 30 closed out — a net gain of 39 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60M. The largest seller was Bank of America, cutting an estimated $25.9M.

  • 340 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2023, up from 305 in Q3 2023.
  • Funds reported $2.09B of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 69 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2023 and 30 closed out, a net change of +39 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $60M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2023 was Bank of America, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2023.