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VanEck Fallen Angel High Yield Bond ETF
ANGL

110 hedge funds and large institutions have $349M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 115 → 110 (-5)

12.14% less ownership

Funds ownership: 56.91% → 44.77% (-12%)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

45% less capital invested

Capital invested by funds: $640M → $349M (-$291M)

51% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 53

Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
24
Increased
26
Reduced
53
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$10.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.18M
3
CCP
Cardan Capital Partners
Colorado
+$2.45M
4
Wells Fargo
Wells Fargo
California
+$2.02M
5
OFG
Oxford Financial Group
Indiana
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$42.5M
2
AWM
AE Wealth Management
Kansas
-$34M
3
SS
Simplicity Solutions
Minnesota
-$30.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.8M
5
CPO
Cerity Partners OCIO
New York
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
101
BlackRock
New York
$6K +$6.6K +237 New
TRCT
102
Tower Research Capital (TRC)
New York
$5K +$2.78K +100 +100%
AWM
103
AllSquare Wealth Management
New York
$5K +$4.87K +175 New
HS
104
Horan Securities
United States
$4K – – –
LPWM
105
Lake Point Wealth Management
Texas
$3K +$2.62K +94 New
WP
106
WealthShield Partners
North Carolina
$2K -$6.24K -224 -75%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2K +$28 +1 +1%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1.31K +47 New
CS
109
Credit Suisse
Switzerland
– -$14.4M -494,200 Closed
DF
110
Donoghue Forlines
Massachusetts
– -$14.2M -489,607 Closed
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
– -$8.01M -275,300 Closed
QA
112
Quantitative Advantage
Minnesota
– -$7.93M -272,739 Closed
BAM
113
BTS Asset Management
Massachusetts
– -$5.83M -200,352 Closed
TC
114
Toews Corporation
New Jersey
– -$2.69M -92,500 Closed
BSAM
115
Blue Sky Asset Management
Colorado
– -$1.16M -39,760 Closed
NMC
116
Nine Masts Capital
Hong Kong
– -$1.13M -38,900 Closed
AIA
117
Arrow Investment Advisors
Maryland
– -$990K -34,046 Closed
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
– -$776K -26,700 Closed
CL
119
Cabana LLC
Arkansas
– -$633K -21,767 Closed
Baird Financial Group
120
Baird Financial Group
Wisconsin
– -$603K -20,778 Closed
Prudential Financial
121
Prudential Financial
New Jersey
– -$501K -17,237 Closed
WSTAM
122
Wilbanks Smith & Thomas Asset Management
Virginia
– -$437K -15,020 Closed
DWM
123
Dynasty Wealth Management
Florida
– -$313K -10,749 Closed
VAM
124
Visionary Asset Management
Texas
– -$288K -9,889 Closed
HighTower Advisors
125
HighTower Advisors
Illinois
– -$232K -7,988 Closed
2 3 4
5
6

ANGL Hedge Fund Activity: Q4 2018 in Review

110 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2018, worth a combined $349M — down 45% from $640M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ANGL and 24 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 26 added.

The largest buyer was CIBC Asset Management, opening a new position worth an estimated $10.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $42.5M.

  • 110 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2018, down from 115 in Q3 2018.
  • Funds reported $349M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2018, down 45% quarter-over-quarter.
  • 24 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2018 and 28 closed out, a net change of -4 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2018 was CIBC Asset Management, an estimated $10.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q4 2018.