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VanEck Fallen Angel High Yield Bond ETF
ANGL

92 hedge funds and large institutions have $505M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

23% more funds holding

Funds holding: 75 → 92 (+17)

21% more capital invested

Capital invested by funds: $417M → $505M (+$87.8M)

1.12% less ownership

Funds ownership: 49.49% → 48.36% (-1.1%)

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
25
Increased
47
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$31.4M
2
FIM
Freedom Investment Management
Connecticut
+$16.6M
3
AssetMark Inc
AssetMark Inc
California
+$15.7M
4
JCM
Janney Capital Management
Pennsylvania
+$13.8M
5
LPL Financial
LPL Financial
California
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$32.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.1M
3
FTUS
Flow Traders U.S.
New York
-$13.9M
4
VM
Value Monitoring
California
-$13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$39.5K +1,324 +39%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122K +$41K +1,372 +52%
MIFH
78
Migdal Insurance & Financial Holdings
Israel
$108K -$2.15M -72,140 -94%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$89K +$71.3K +2,388 +433%
IWM
80
IHT Wealth Management
Illinois
$88K -$130K -4,348 -60%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$87K +$85.9K +2,878 New
AIS
82
AlphaOne Investment Services
Pennsylvania
$54K +$52.9K +1,771 New
Citigroup
83
Citigroup
New York
$33K +$32.5K +1,090 New
US Bancorp
84
US Bancorp
Minnesota
$25K +$22K +736 +818%
AIP
85
Ameritas Investment Partners
Nebraska
$18K +$4.81K +161 +36%
RFA
86
Reilly Financial Advisors
California
$16K – – –
RPG
87
Risk Paradigm Group
Texas
$15.2K +$15K +501 New
PFBT
88
Parkside Financial Bank & Trust
Missouri
$15K +$14.9K +500 New
BWL
89
Bogart Wealth LLC
Virginia
$11K +$11K +367 New
RFWA
90
RPg Family Wealth Advisory
Massachusetts
$10.3K -$10K -335 -50%
HS
91
Horan Securities
United States
$4K – – –
AAM
92
Advisors Asset Management
Colorado
$3K – – –
SS
93
Simplicity Solutions
Minnesota
– -$32.8M -1,105,943 Closed
FTUS
94
Flow Traders U.S.
New York
– -$13.9M -468,239 Closed
FLI
95
Family Legacy Inc
South Carolina
– -$790K -26,668 Closed
Nomura Asset Management
96
Nomura Asset Management
Japan
– -$445K -15,000 Closed
SF
97
Synovus Financial
Georgia
– -$49K -1,664 Closed
Creative Planning
98
Creative Planning
Kansas
– -$14K -489 Closed
DADC
99
D.A. Davidson & Co
Montana
– -$5K -200 Closed
1 2 3
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ANGL Hedge Fund Activity: Q3 2017 in Review

92 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2017, worth a combined $505M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ANGL positions and 7 closed out — a net gain of 18 holders — while 47 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $31.4M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $32.8M sold.

  • 92 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $505M of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 25 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2017 and 7 closed out, a net change of +18 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2017 was AE Wealth Management, an estimated $31.4M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2017 was Simplicity Solutions, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2017.