We are live on ! Find out more
ANGL icon

VanEck Fallen Angel High Yield Bond ETF

52 hedge funds and large institutions have $271M invested in VanEck Fallen Angel High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

75% more capital invested

Capital invested by funds: $155M → $271M (+$116M)

41% more funds holding

Funds holding: 3752 (+15)

12.53% more ownership

Funds ownership: 42.64%55.17% (+13%)

Holders
52
Holders Change
+15
Holders Change %
+40.54%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
22
Increased
20
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.8M +$21.2M +737,882 +183%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$23.3M +$15.1M +523,331 +181%
CPO
3
Cerity Partners OCIO
New York
$22.5M +$317K +11,006 +1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$19.4M +$447K +15,532 +2%
MG
5
Mather Group
Illinois
$17M +$17M +589,421 New
AssetMark Inc
6
AssetMark Inc
California
$16M +$16M +554,415 New
HIM
7
Hanlon Investment Management
New Jersey
$11.9M -$1.54M -53,377 -11%
Bank of America
8
Bank of America
North Carolina
$10.4M +$2.14M +74,272 +26%
WCM
9
Weatherstone Capital Management
Colorado
$10.3M +$4.37M +151,895 +74%
LPL Financial
10
LPL Financial
California
$8.62M +$2.57M +89,287 +43%
MP
11
Manifold Partners
California
$8.41M +$8.41M +292,160 New
UBS Group
12
UBS Group
Switzerland
$7.98M +$4.04M +140,193 +102%
VM
13
Value Monitoring
California
$7.77M +$7.77M +270,000 New
CCP
14
Cardan Capital Partners
Colorado
$7.61M -$950 -33 -0%
GI
15
Gradient Investments
Minnesota
$7.39M +$692K +24,029 +10%
Ameriprise
16
Ameriprise
Minnesota
$7.22M +$7.23M +251,046 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.17M +$7.18M +249,314 New
AI
18
Atria Investments
North Carolina
$6.68M +$6.68M +232,107 New
Morgan Stanley
19
Morgan Stanley
New York
$6M -$416K -14,458 -6%
JCM
20
Janney Capital Management
Pennsylvania
$5.9M +$5.9M +204,869 New
SMM
21
Stadion Money Management
Georgia
$4.21M +$237K +8,225 +6%
Lazard Asset Management
22
Lazard Asset Management
New York
$3.65M
GWM
23
Geneos Wealth Management
Colorado
$3.54M +$1.43M +49,535 +67%
BCM
24
Bluefin Capital Management
New York
$3.32M +$3.32M +115,498 New
AIA
25
Arrow Investment Advisors
Maryland
$2.69M +$2.69M +93,364 New

ANGL Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2016, worth a combined $271M — up 75% from $155M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ANGL positions and 7 closed out — a net gain of 15 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $12.6M sold.

  • 52 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2016, up from 37 in Q3 2016.
  • Funds reported $271M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2016, up 75% quarter-over-quarter.
  • 22 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2016 and 7 closed out, a net change of +15 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2016 was Flow Traders U.S., an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2016.