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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
MOS
101
MGO One Seven
Ohio
$33K +$33K +1,098 New
MSA
102
Marino Stram & Associates
Massachusetts
$30K +$30.1K +1,000 New
OPWM
103
Oak Point Wealth Management
Michigan
$29K +$29.4K +979 New
SEI Investments
104
SEI Investments
Pennsylvania
$18K +$18K +599 New
PFBT
105
Parkside Financial Bank & Trust
Missouri
$15K – – –
BWL
106
Bogart Wealth LLC
Virginia
$11K – – –
RFA
107
Reilly Financial Advisors
California
$10K -$5.14K -171 -33%
MCM
108
Mainstay Capital Management
Michigan
$10K +$10.3K +344 New
W
109
WealthShield
North Carolina
$9K +$8.93K +297 New
WP
110
WealthShield Partners
North Carolina
$9K +$8.93K +297 New
AssetMark Inc
111
AssetMark Inc
California
$7K -$15.9M -529,842 -100%
GRP
112
Global Retirement Partners
California
$7K +$6.83K +227 New
HS
113
Horan Securities
United States
$4K – – –
AAM
114
Advisors Asset Management
Colorado
$3K – – –
PFA
115
Pathway Financial Advisors
Vermont
$1K +$992 +33 New
PCG
116
Private Capital Group
Connecticut
$57 +$6.01K +200 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
– -$7.08M -233,683 Closed
RWP
118
RWA Wealth Partners
Massachusetts
– -$5.22M -172,274 Closed
BAM
119
BTS Asset Management
Massachusetts
– -$3.85M -125,439 Closed
VM
120
Value Monitoring
California
– -$3.25M -107,330 Closed
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
– -$3.13M -106,460 Closed
NPC
122
National Planning Corporation
California
– -$1.86M -61,324 Closed
US Bancorp
123
US Bancorp
Minnesota
– -$25K -826 Closed
RPG
124
Risk Paradigm Group
Texas
– -$15.2K -501 Closed
RFWA
125
RPg Family Wealth Advisory
Massachusetts
– -$10.3K -340 Closed
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.