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VanEck Fallen Angel High Yield Bond ETF
ANGL

115 hedge funds and large institutions have $640M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

3% less funds holding

Funds holding: 119 → 115 (-4)

5.59% less ownership

Funds ownership: 62.5% → 56.91% (-5.6%)

15% less capital invested

Capital invested by funds: $750M → $640M (-$110M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
18
Increased
48
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$12.7M
2
PCM
Peak Capital Management
Colorado
+$7.08M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.21M
4
MG
Mather Group
Illinois
+$5.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$57.4M
2
SS
Simplicity Solutions
Minnesota
-$55.4M
3
JCM
Janney Capital Management
Pennsylvania
-$27.8M
4
DF
Donoghue Forlines
Massachusetts
-$6.65M
5
TC
Toews Corporation
New Jersey
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
101
LifePlan Financial Group
Ohio
$32K – – –
RWA
102
River Wealth Advisors
Pennsylvania
$26K – – –
GI
103
Gradient Investments
Minnesota
$20K -$810 -28 -4%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$15K – – –
APP
105
Avantax Planning Partners
Iowa
$15K +$15.3K +530 New
BWL
106
Bogart Wealth LLC
Virginia
$12K – – –
WP
107
WealthShield Partners
North Carolina
$9K – – –
GRP
108
Global Retirement Partners
California
$7K +$87 +3 +1%
HS
109
Horan Securities
United States
$4K – – –
ML
110
McAdam LLC
Pennsylvania
$3K +$2.89K +100 New
TRCT
111
Tower Research Capital (TRC)
New York
$3K +$2.89K +100 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$2K -$13K -450 -84%
AF
113
Advisornet Financial
Minnesota
$2K +$1.59K +55 New
DWM
114
Destination Wealth Management
California
$1K +$694 +24 New
JCM
115
Janney Capital Management
Pennsylvania
– -$27.8M -970,789 Closed
IF
116
IRON Financial
Illinois
– -$2.94M -102,529 Closed
GCMG
117
Gyroscope Capital Management Group
Florida
– -$1.94M -67,588 Closed
MC
118
Moors & Cabot
Massachusetts
– -$1.81M -63,189 Closed
GLA
119
Great Lakes Advisors
Illinois
– -$701K -24,427 Closed
Millennium Management
120
Millennium Management
New York
– -$664K -23,141 Closed
11A
121
10-15 Associates
New York
– -$379K -13,214 Closed
FCAG
122
First Capital Advisors Group
New Jersey
– -$308K -10,754 Closed
FAIM
123
Financial Advocates Investment Management
Washington
– -$239K -8,348 Closed
DAS
124
Dynamic Advisor Solutions
Arizona
– -$220K -7,663 Closed
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$164K -5,715 Closed
2 3 4
5
6

ANGL Hedge Fund Activity: Q3 2018 in Review

115 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2018, worth a combined $640M — down 15% from $750M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ANGL and 18 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 48 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $12.7M. The largest seller was AE Wealth Management, cutting an estimated $57.4M.

  • 115 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2018, down from 119 in Q2 2018.
  • Funds reported $640M of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2018, down 15% quarter-over-quarter.
  • 18 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2018 and 22 closed out, a net change of -4 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $12.7M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2018 was AE Wealth Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2018.