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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
AWS
76
Atria Wealth Solutions
New York
$5.3M +$3.18M +115,182 +167%
Mariner
77
Mariner
Kansas
$5.2M +$4.98M +180,622 New
FSA
78
Financial Services Advisory
Maryland
$5.18M -$4.41M -159,774 -47%
OAM
79
Occidental Asset Management
California
$5.09M +$616K +22,341 +14%
HighTower Advisors
80
HighTower Advisors
Illinois
$5.08M -$148K -5,384 -3%
TC
81
Toews Corporation
New Jersey
$5.06M +$4.85M +175,900 New
TIA
82
Traphagen Investment Advisors
New Jersey
$4.92M +$7.45K +270 +0.2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$4.82M +$885K +32,076 +24%
WS
84
Wela Strategies
Georgia
$4.67M -$29.2K -1,058 -0.6%
OIA
85
OneDigital Investment Advisors
Kansas
$4.67M +$2.71M +98,203 +153%
MHS
86
M Holdings Securities
Oregon
$4.64M +$229K +8,292 +5%
TFA
87
Transamerica Financial Advisors
Florida
$4.45M -$694K -25,153 -14%
CWM
88
Congress Wealth Management
Massachusetts
$4.28M -$715K -25,921 -15%
CAM
89
Congress Asset Management
Massachusetts
$4.27M -$714K -25,904 -15%
EL
90
Essex LLC
Illinois
$4.22M +$70.9K +2,572 +2%
MCC
91
Money Concepts Capital
Florida
$4.13M +$582K +21,118 +17%
BEC
92
Blue Edge Capital
Virginia
$4.05M +$8.11K +294 +0.2%
AA
93
Ancora Advisors
Ohio
$4.03M +$3.11M +112,830 +416%
FLI
94
Family Legacy Inc
South Carolina
$4.02M +$15.7K +571 +0.4%
AWM
95
Avior Wealth Management
Nebraska
$4.01M -$1.67M -60,688 -30%
PS
96
Principal Securities
Iowa
$4M +$3.84M +139,067 New
MFWP
97
Mosaic Family Wealth Partners
Missouri
$3.99M +$143K +5,187 +4%
UFA
98
US Financial Advisors
Massachusetts
$3.92M +$48.6K +1,764 +1%
AAS
99
Avantax Advisory Services
Texas
$3.74M +$5.71K +207 +0.2%
ZIMP
100
Zimmermann Investment Management & Planning
Pennsylvania
$3.74M +$429K +15,556 +14%

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.