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VanEck Fallen Angel High Yield Bond ETF
ANGL

312 hedge funds and large institutions have $1.88B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

8% more capital invested

Capital invested by funds: $1.74B → $1.88B (+$135M)

6.82% more ownership

Funds ownership: 64.44% → 71.26% (+6.8%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% less funds holding

Funds holding: 314 → 312 (-2)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

23% less call options, than puts

Call options by funds: $775K | Put options by funds: $1.01M

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.28%
New
40
Increased
135
Reduced
100
Closed
37
Calls
$775K
Puts
$1.01M
Net Calls
-$233K
Net Calls Change
+$415K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$52.9M
2
Jane Street
Jane Street
New York
+$51.1M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$31.5M
4
KAM
Kensington Asset Management
Texas
+$28.1M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$25M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$77.1M
2
ECM
Evergreen Capital Management
Washington
-$18.4M
3
SW
Signify Wealth
Missouri
-$14.7M
4
GI
Gradient Investments
Minnesota
-$12.1M
5
HI
Horizon Investments
North Carolina
-$9.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
101
Donoghue Forlines
Massachusetts
$2.47M -$94.5K -3,432 -4%
SMWM
102
Silvia McColl Wealth Management
California
$2.46M +$29.4K +1,067 +1%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$2.41M -$3.41M -123,786 -59%
AT
104
American Trust
Kentucky
$2.38M -$17.2K -625 -0.7%
NPP
105
New Potomac Partners
Maryland
$2.35M -$11K -400 -0.5%
MPW
106
Melone Private Wealth
Michigan
$2.35M +$348K +12,641 +18%
CAG
107
Csenge Advisory Group
Florida
$2.33M +$234K +8,507 +11%
CA
108
Cetera Advisors
Colorado
$2.32M +$1.43M +52,125 +166%
AM
109
AGF Management
Ontario, Canada
$2.3M -$688K -25,000 -23%
PCMM
110
Piedmont Capital Management (Montana)
Montana
$2.24M +$26.3K +954 +1%
OC
111
Oppenheimer & Co
New York
$2.22M +$99.5K +3,614 +5%
AWS
112
Atria Wealth Solutions
New York
$2.16M -$4.03M -146,432 -65%
Betterment LLC
113
Betterment LLC
New York
$2.08M +$181K +6,565 +10%
AI
114
AXS Investments
New York
$1.99M +$1.97M +71,500 New
VAG
115
VisionPoint Advisory Group
Texas
$1.97M +$1.95M +70,974 New
AAMC
116
Asset Allocation & Management Company
Illinois
$1.96M +$953K +34,604 +96%
RWPA
117
Richard W. Paul & Associates
Michigan
$1.94M -$5.15K -187 -0.3%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.93M -$213K -7,723 -10%
NC
119
NovaPoint Capital
Georgia
$1.93M -$32.4K -1,178 -2%
KAS
120
Kestra Advisory Services
Texas
$1.81M +$826K +30,020 +86%
RGF
121
Retirement Guys Formula
Ohio
$1.81M +$220K +7,991 +14%
CGFA
122
Colton Groome Financial Advisors
North Carolina
$1.79M -$704K -25,575 -28%
IWM
123
IHT Wealth Management
Illinois
$1.65M +$32.3K +1,175 +2%
BEAM
124
Baker Ellis Asset Management
Washington
$1.65M +$91.5K +3,325 +6%
OIA
125
OneDigital Investment Advisors
Kansas
$1.64M +$109K +3,962 +7%
3 4
5
6 7

ANGL Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2023, worth a combined $1.88B — up 7.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ANGL positions and 37 closed out — a net gain of 3 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $52.9M. The largest seller was Ameriprise, cutting an estimated $77.1M.

  • 312 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2023, down from 314 in Q1 2023.
  • Funds reported $1.88B of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2023, up 7.7% quarter-over-quarter.
  • 40 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2023 and 37 closed out, a net change of +3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2023 was Cerity Partners, an estimated $52.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2023 was Ameriprise, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2023.