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VanEck Fallen Angel High Yield Bond ETF
ANGL

116 hedge funds and large institutions have $633M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

26% more funds holding

Funds holding: 92 → 116 (+24)

25% more capital invested

Capital invested by funds: $505M → $633M (+$128M)

4.17% more ownership

Funds ownership: 48.36% → 52.53% (+4.2%)

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
116
Holders Change
+24
Holders Change %
+26.09%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
35
Increased
48
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$75M
2
DF
Donoghue Forlines
Massachusetts
+$23.2M
3
AWM
AE Wealth Management
Kansas
+$13.1M
4
OFG
Oxford Financial Group
Indiana
+$9.1M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$15.9M
2
FIM
Freedom Investment Management
Connecticut
-$15.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.08M
4
RWP
RWA Wealth Partners
Massachusetts
-$5.22M
5
AIA
Arrow Investment Advisors
Maryland
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$390K +$37.7K +1,252 +11%
FAAS
77
First Allied Advisory Services
California
$386K +$386K +12,823 New
CL
78
Cabana LLC
Arkansas
$372K +$374K +12,428 New
CIA
79
Capital Investment Advisors
Georgia
$353K +$354K +11,770 New
HWA
80
HCR Wealth Advisors
California
$344K +$346K +11,500 New
DWM
81
Dynasty Wealth Management
Florida
$343K +$344K +11,450 New
AIM
82
Astor Investment Management
Illinois
$342K -$13.2K -438 -4%
HPC
83
Hobart Private Capital
North Carolina
$322K +$323K +10,741 New
SWP
84
Stratos Wealth Partners
Ohio
$305K +$306K +10,188 New
CA
85
Cetera Advisors
Colorado
$290K +$51.8K +1,723 +22%
FAIM
86
Financial Advocates Investment Management
Washington
$242K +$244K +8,109 New
JIP
87
Jaffetilchin Investment Partners
Florida
$228K -$201K -6,667 -47%
MHS
88
M Holdings Securities
Oregon
$202K – – –
AIP
89
Ameritas Investment Partners
Nebraska
$163K +$18.3K +609 +100%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$14.2K +472 +10%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126K +$5.65K +188 +5%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$108K +$21.7K +720 +25%
Citigroup
93
Citigroup
New York
$106K +$73.6K +2,448 +225%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$105K +$17K +564 +19%
IWM
95
IHT Wealth Management
Illinois
$99K +$10.4K +346 +12%
HIIFS
96
Harel Insurance Investments & Financial Services
Israel
$90K -$451K -15,000 -83%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$74K +$74.7K +2,484 New
FGC
98
Financial Gravity Companies
Texas
$59K +$59.2K +1,968 New
AIS
99
AlphaOne Investment Services
Pennsylvania
$53K +$451 +15 +0.8%
CTC
100
Central Trust Company
Missouri
$45K +$45.1K +1,500 New
1 2 3
4
5

ANGL Hedge Fund Activity: Q4 2017 in Review

116 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2017, worth a combined $633M — up 25% from $505M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ANGL positions and 9 closed out — a net gain of 26 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $75M. The largest seller was AssetMark Inc, cutting an estimated $15.9M.

  • 116 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2017, up from 92 in Q3 2017.
  • Funds reported $633M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 35 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $75M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.