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VanEck Fallen Angel High Yield Bond ETF
ANGL

120 hedge funds and large institutions have $531M invested in VanEck Fallen Angel High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

52% more capital invested

Capital invested by funds: $349M → $531M (+$181M)

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

12.13% more ownership

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

9% more funds holding

Funds holding: 110 → 120 (+10)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
23
Increased
51
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
+$28.5M
2
Jane Street
Jane Street
New York
+$15.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.8M
4
AWM
AE Wealth Management
Kansas
+$12.5M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$30.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.6M
3
TC
Trilogy Capital
California
-$3.63M
4
PCM
Peak Capital Management
Colorado
-$3.39M
5
Morgan Stanley
Morgan Stanley
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$69K +$6.21K +220 +10%
NFG
102
Next Financial Group
Texas
$22K – – –
NFH
103
NEXT Financial Holdings
Texas
$22K +$21.4K +760 New
DWM
104
Destination Wealth Management
California
$15K +$14.9K +529 New
PFBT
105
Parkside Financial Bank & Trust
Missouri
$14K – – –
IA
106
IFP Advisors
Florida
$13K -$418K -14,810 -97%
BHWM
107
Bay Harbor Wealth Management
Maryland
$12K – – –
BWL
108
Bogart Wealth LLC
Virginia
$12K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$12K +$11.8K +418 New
SFA
110
Semmax Financial Advisors
North Carolina
$11K -$762 -27 -7%
FGAM
111
Financial Gravity Asset Management
Texas
$8K +$8.18K +290 New
BlackRock
112
BlackRock
New York
$7K – – –
GRP
113
Global Retirement Partners
California
$7K +$85 +3 +1%
William Blair & Company
114
William Blair & Company
Illinois
$7K +$6.41K +227 +2,522%
APC
115
Aspire Private Capital
North Carolina
$6K -$4.88K -173 -45%
TRCT
116
Tower Research Capital (TRC)
New York
$6K – – –
US Bancorp
117
US Bancorp
Minnesota
$6K +$6.09K +216 New
HS
118
Horan Securities
United States
$4K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$3K +$28 +1 +1%
WP
120
WealthShield Partners
North Carolina
$2K – – –
OMC
121
Old Mission Capital
Illinois
– -$874K -32,757 Closed
TSS
122
Two Sigma Securities
New York
– -$637K -23,892 Closed
CFG
123
Cooper Financial Group
California
– -$515K -19,299 Closed
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
– -$397K -14,881 Closed
Principal Financial Group
125
Principal Financial Group
Iowa
– -$231K -8,667 Closed
2 3 4
5
6

ANGL Hedge Fund Activity: Q1 2019 in Review

120 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2019, worth a combined $531M — up 52% from $349M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ANGL positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $28.5M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $30.6M.

  • 120 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $531M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2019, up 52% quarter-over-quarter.
  • 23 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2019 and 12 closed out, a net change of +11 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2019 was Cardan Capital Partners, an estimated $28.5M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2019 was Ladenburg Thalmann Financial Services, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2019.