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VanEck Fallen Angel High Yield Bond ETF

75 hedge funds and large institutions have $417M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

10% more funds holding

Funds holding: 6875 (+7)

6% more capital invested

Capital invested by funds: $394M → $417M (+$23M)

4.34% less ownership

Funds ownership: 53.82%49.49% (-4.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
17
Increased
33
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.7M +$3.42M +115,466 +9%
AWM
2
AE Wealth Management
Kansas
$35.8M +$24.9M +842,741 +231%
SS
3
Simplicity Solutions
Minnesota
$32.8M +$22.2M +751,214 +212%
CPO
4
Cerity Partners OCIO
New York
$27.7M +$2.45M +82,704 +10%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$23.6M +$2.31M +78,018 +11%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$22.4M -$549K -18,569 -2%
MG
7
Mather Group
Illinois
$22.1M +$2.43M +82,009 +12%
VM
8
Value Monitoring
California
$16.1M -$414K -14,000 -3%
Bank of America
9
Bank of America
North Carolina
$16.1M +$2.6M +87,864 +19%
CS
10
Credit Suisse
Switzerland
$14.6M
FTUS
11
Flow Traders U.S.
New York
$13.9M -$16.4M -554,309 -54%
Morgan Stanley
12
Morgan Stanley
New York
$13.2M +$4.58M +154,780 +53%
LPL Financial
13
LPL Financial
California
$12.4M -$241K -8,135 -2%
JCM
14
Janney Capital Management
Pennsylvania
$12.2M +$6.37M +215,514 +109%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$12M +$809K +27,357 +7%
UBS Group
16
UBS Group
Switzerland
$9.27M +$1.33M +44,794 +17%
GI
17
Gradient Investments
Minnesota
$8.69M +$532K +18,001 +7%
MP
18
Manifold Partners
California
$8.6M +$196K +6,610 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$6.93M
CCM
20
CWH Capital Management
Washington
$5.59M +$600K +20,272 +12%
CCP
21
Cardan Capital Partners
Colorado
$5.23M +$114K +3,837 +2%
GWM
22
Geneos Wealth Management
Colorado
$5.19M -$16.2K -546 -0.3%
SMM
23
Stadion Money Management
Georgia
$5M
AIA
24
Arrow Investment Advisors
Maryland
$4.87M +$740K +25,000 +18%
VKH
25
Virtu KCG Holdings
New York
$4.67M +$4.67M +157,739 New

ANGL Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2017, worth a combined $417M — up 5.8% from $394M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ANGL positions and 9 closed out — a net gain of 8 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $24.9M. The largest seller was Hanlon Investment Management, exiting entirely with an estimated $25.8M sold.

  • 75 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2017, up from 68 in Q1 2017.
  • Funds reported $417M of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2017, up 5.8% quarter-over-quarter.
  • 17 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2017 and 9 closed out, a net change of +8 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2017 was AE Wealth Management, an estimated $24.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2017 was Hanlon Investment Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2017.