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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
OAM
76
Occidental Asset Management
California
$4.18M +$1.35M +49,055 +47%
MHS
77
M Holdings Securities
Oregon
$4.14M +$3.94M +143,180 +1,442%
EL
78
Essex LLC
Illinois
$3.9M -$343K -12,445 -8%
BEC
79
Blue Edge Capital
Virginia
$3.8M -$109K -3,972 -3%
FLI
80
Family Legacy Inc
South Carolina
$3.76M +$86.5K +3,142 +2%
HFS
81
Howard Financial Services
Texas
$3.72M +$789K +28,648 +26%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$3.67M -$536K -19,455 -13%
CTFG
83
Capstone Triton Financial Group
Oklahoma
$3.66M +$3.47K +126 +0.1%
UFA
84
US Financial Advisors
Massachusetts
$3.64M +$416K +15,090 +13%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$3.61M +$122K +4,414 +3%
AAS
86
Avantax Advisory Services
Texas
$3.51M +$521K +18,931 +17%
MCC
87
Money Concepts Capital
Florida
$3.31M +$162K +5,898 +5%
FRA
88
Frank Rimerman Advisors
California
$3.28M -$50.6K -1,839 -1%
OFS
89
OneAscent Financial Services
Alabama
$3.23M -$406K -14,744 -11%
CI
90
Conning Inc
Connecticut
$3.13M -$322K -11,700 -9%
ZIMP
91
Zimmermann Investment Management & Planning
Pennsylvania
$3.09M +$282K +10,226 +10%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.07M +$49K +1,779 +2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$3M +$2.02M +73,212 +195%
CIR
94
Clear Investment Research
Georgia
$2.81M +$87.1K +3,161 +3%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$2.7M -$49.8M -1,809,531 -95%
AAS
96
Ameritas Advisory Services
Nebraska
$2.69M +$2.23M +81,150 +438%
CCFM
97
Clear Creek Financial Management
Washington
$2.57M -$7.85M -284,959 -75%
SMWM
98
Silvia McColl Wealth Management
California
$2.43M +$36.8K +1,337 +2%
MPW
99
Melone Private Wealth
Michigan
$2.42M +$129K +4,702 +6%
AWM
100
Accel Wealth Management
Iowa
$2.4M -$37K -1,343 -1%

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.