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VanEck Fallen Angel High Yield Bond ETF

123 hedge funds and large institutions have $590M invested in VanEck Fallen Angel High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 29

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $531M → $590M (+$59.2M)

3% more funds holding

Funds holding: 120123 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.55% less ownership

Funds ownership: 56.91%52.36% (-4.5%)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
19
Increased
60
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Consultiva Wealth Management
Puerto Rico
$102K +$89.3K +3,094 New
PCG
102
Private Capital Group
Connecticut
$58K +$58.8K +2,037 New
CFGS
103
Concourse Financial Group Securities
Alabama
$56K -$33.6K -1,164 -38%
Citigroup
104
Citigroup
New York
$38K -$72.7K -2,518 -66%
CIAS
105
Capital Investment Advisory Services
North Carolina
$36K -$48.7K -1,689 -58%
FGAM
106
Financial Gravity Asset Management
Texas
$30K +$21.4K +743 +256%
TF
107
TimeScale Financial
Massachusetts
$27K +$26.8K +929 New
DWM
108
Destination Wealth Management
California
$16K +$202 +7 +1%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$15K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$15K +$14.8K +514 New
BHWM
111
Bay Harbor Wealth Management
Maryland
$12K
BWL
112
Bogart Wealth LLC
Virginia
$12K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$12K
APC
114
Aspire Private Capital
North Carolina
$8K +$2.31K +80 +38%
CICI
115
Capital Investment Counsel Inc
North Carolina
$8K +$7.79K +270 New
BlackRock
116
BlackRock
New York
$7K
William Blair & Company
117
William Blair & Company
Illinois
$7K
GRP
118
Global Retirement Partners
California
$7K +$87 +3 +1%
TRCT
119
Tower Research Capital (TRC)
New York
$6K
HS
120
Horan Securities
United States
$4K
WPA
121
West Paces Advisors
Georgia
$3.97K +$3.92K +136 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$3K +$29 +1 +1%
WP
123
WealthShield Partners
North Carolina
$2K
MG
124
Mather Group
Illinois
-$50.5M -1,755,297 Closed
AIC
125
Ameritas Investment Company
Nebraska
-$3.35M -116,426 Closed

ANGL Hedge Fund Activity: Q2 2019 in Review

123 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2019, worth a combined $590M — up 11% from $531M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ANGL positions and 13 closed out — a net gain of 6 holders — while 60 added to existing stakes and 29 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $52.5M. The largest seller was Mather Group, exiting entirely with an estimated $50.5M sold.

  • 123 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2019, up from 120 in Q1 2019.
  • Funds reported $590M of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 19 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2019 and 13 closed out, a net change of +6 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2019 was AssetMark Inc, an estimated $52.5M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2019 was Mather Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2019.