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VanEck Fallen Angel High Yield Bond ETF
ANGL

112 hedge funds and large institutions have $617M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

1.82% more ownership

Funds ownership: 52.53% → 54.35% (+1.8%)

3% less capital invested

Capital invested by funds: $633M → $617M (-$16M)

3% less funds holding

Funds holding: 116 → 112 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
59
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
Cerity Partners OCIO
New York
+$15M
2
SS
Simplicity Solutions
Minnesota
+$13M
3
AWM
AE Wealth Management
Kansas
+$12.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M

Top Sellers

1
LPL Financial
LPL Financial
California
-$16.7M
2
Wells Fargo
Wells Fargo
California
-$10.8M
3
DF
Donoghue Forlines
Massachusetts
-$10M
4
MP
Manifold Partners
California
-$8.17M
5
GI
Gradient Investments
Minnesota
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
76
Virtue Capital Management
Tennessee
$301K +$305K +10,306 New
BCM
77
Brookstone Capital Management
Illinois
$273K +$278K +9,397 New
FAIM
78
Financial Advocates Investment Management
Washington
$240K +$3.79K +128 +2%
WP
79
WealthSource Partners
California
$237K -$392K -13,234 -62%
DAS
80
Dynamic Advisor Solutions
Arizona
$228K +$233K +7,859 New
BRWA
81
B. Riley Wealth Advisors
Florida
$219K +$223K +7,514 New
Citigroup
82
Citigroup
New York
$211K +$111K +3,734 +106%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$154K +$50.7K +1,711 +48%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143K +$21.2K +717 +17%
APP
85
Avantax Planning Partners
Iowa
$136K +$139K +4,692 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$122K +$20.8K +702 +20%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$38.6K -1,305 -25%
IWM
88
IHT Wealth Management
Illinois
$94K – – –
AIP
89
Ameritas Investment Partners
Nebraska
$89K +$55.3K +1,867 +154%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$87K – – –
AIS
91
AlphaOne Investment Services
Pennsylvania
$80K +$28.6K +966 +54%
PCG
92
Private Capital Group
Connecticut
$58K +$52.9K +1,786 +893%
Deutsche Bank
93
Deutsche Bank
Germany
$46K +$47.3K +1,598 New
MOS
94
MGO One Seven
Ohio
$38K +$6.63K +224 +20%
SEI Investments
95
SEI Investments
Pennsylvania
$34K +$16.2K +546 +91%
LFG
96
LifePlan Financial Group
Ohio
$32K +$32.1K +1,085 New
MSA
97
Marino Stram & Associates
Massachusetts
$30K +$474 +16 +2%
OPWM
98
Oak Point Wealth Management
Michigan
$28K – – –
GI
99
Gradient Investments
Minnesota
$21K -$5.82M -196,359 -100%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$15K – – –
2 3
4
5 6

ANGL Hedge Fund Activity: Q1 2018 in Review

112 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2018, worth a combined $617M — down 2.5% from $633M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ANGL and 18 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 59 added.

The largest buyer was Cerity Partners OCIO, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $16.7M.

  • 112 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2018, down from 116 in Q4 2017.
  • Funds reported $617M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2018, down 2.5% quarter-over-quarter.
  • 18 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2018 and 21 closed out, a net change of -3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2018 was Cerity Partners OCIO, an estimated $15M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2018 was LPL Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2018.