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VanEck Fallen Angel High Yield Bond ETF

68 hedge funds and large institutions have $394M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

45% more capital invested

Capital invested by funds: $271M → $394M (+$123M)

31% more funds holding

Funds holding: 5268 (+16)

1.35% less ownership

Funds ownership: 55.17%53.82% (-1.3%)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
22
Increased
31
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.1M +$2.38M +81,450 +7%
FTUS
2
Flow Traders U.S.
New York
$30.2M +$29.9M +1,022,548 New
HIM
3
Hanlon Investment Management
New Jersey
$25.8M +$13.5M +460,588 +112%
CPO
4
Cerity Partners OCIO
New York
$25.2M +$2.07M +70,680 +9%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.9M -$1.12M -38,436 -5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$21.1M +$1.22M +41,578 +6%
MG
7
Mather Group
Illinois
$19.6M +$2.14M +73,155 +12%
VM
8
Value Monitoring
California
$16.5M +$8.43M +288,000 +107%
CS
9
Credit Suisse
Switzerland
$14.6M +$14.5M +494,200 New
Bank of America
10
Bank of America
North Carolina
$13.5M +$2.81M +95,872 +27%
LPL Financial
11
LPL Financial
California
$12.6M +$3.78M +129,044 +43%
AssetMark Inc
12
AssetMark Inc
California
$12.2M -$4.17M -142,483 -26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.2M +$3.79M +129,498 +52%
AWM
14
AE Wealth Management
Kansas
$10.8M +$10.7M +364,190 New
SS
15
Simplicity Solutions
Minnesota
$10.5M +$10.4M +354,729 New
AI
16
Atria Investments
North Carolina
$9.48M +$2.59M +88,506 +38%
Morgan Stanley
17
Morgan Stanley
New York
$8.56M +$2.38M +81,177 +39%
MP
18
Manifold Partners
California
$8.38M -$253K -8,636 -3%
GI
19
Gradient Investments
Minnesota
$8.13M +$533K +18,227 +7%
UBS Group
20
UBS Group
Switzerland
$7.92M -$278K -9,489 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.91M +$6.84M +233,683 New
JCM
22
Janney Capital Management
Pennsylvania
$5.83M -$218K -7,461 -4%
GWM
23
Geneos Wealth Management
Colorado
$5.26M +$1.54M +52,728 +43%
CCP
24
Cardan Capital Partners
Colorado
$5.1M -$2.69M -91,796 -35%
BAM
25
BTS Asset Management
Massachusetts
$5M +$4.95M +169,319 New

ANGL Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2017, worth a combined $394M — up 45% from $271M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ANGL positions and 5 closed out — a net gain of 17 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $29.9M. The largest seller was Weatherstone Capital Management, cutting an estimated $9.02M.

  • 68 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2017, up from 52 in Q4 2016.
  • Funds reported $394M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2017, up 45% quarter-over-quarter.
  • 22 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2017 and 5 closed out, a net change of +17 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2017 was Flow Traders U.S., an estimated $29.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2017 was Weatherstone Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q1 2017.