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VanEck Fallen Angel High Yield Bond ETF

92 hedge funds and large institutions have $505M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more funds holding

Funds holding: 7592 (+17)

21% more capital invested

Capital invested by funds: $417M → $505M (+$87.8M)

1.12% less ownership

Funds ownership: 49.49%48.36% (-1.1%)

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
2.29%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
25
Increased
47
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$68.4M +$31.4M +1,051,368 +87%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33M -$7.42M -248,611 -19%
CPO
3
Cerity Partners OCIO
New York
$30.2M +$1.81M +60,636 +6%
JCM
4
Janney Capital Management
Pennsylvania
$26.6M +$13.8M +463,726 +112%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$26.5M +$2.34M +78,339 +10%
LPL Financial
6
LPL Financial
California
$25.5M +$12.6M +420,495 +100%
MG
7
Mather Group
Illinois
$24.1M +$1.48M +49,439 +7%
FIM
8
Freedom Investment Management
Connecticut
$16.8M +$16.6M +555,427 New
AssetMark Inc
9
AssetMark Inc
California
$16.1M +$15.7M +525,282 +10,937%
CS
10
Credit Suisse
Switzerland
$15M
Morgan Stanley
11
Morgan Stanley
New York
$14.9M +$1.4M +46,781 +11%
Bank of America
12
Bank of America
North Carolina
$14.5M -$1.95M -65,451 -12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.4M +$1.04M +34,939 +9%
UBS Group
14
UBS Group
Switzerland
$12.6M +$3.09M +103,435 +33%
MP
15
Manifold Partners
California
$9.79M +$976K +32,690 +11%
GI
16
Gradient Investments
Minnesota
$9.19M +$301K +10,087 +3%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$8.61M -$14.1M -472,028 -62%
QA
18
Quantitative Advantage
Minnesota
$8.19M +$8.07M +270,206 New
AIA
19
Arrow Investment Advisors
Maryland
$8.12M +$3.09M +103,537 +63%
Wells Fargo
20
Wells Fargo
California
$7.76M +$7.33M +245,414 +2,346%
AI
21
Atria Investments
North Carolina
$7.35M +$6.59M +220,789 +1,018%
CCM
22
CWH Capital Management
Washington
$7.28M +$1.54M +51,618 +27%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$7.08M
GWM
24
Geneos Wealth Management
Colorado
$5.52M +$212K +7,089 +4%
CCP
25
Cardan Capital Partners
Colorado
$5.44M +$93.4K +3,129 +2%

ANGL Hedge Fund Activity: Q3 2017 in Review

92 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2017, worth a combined $505M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ANGL positions and 7 closed out — a net gain of 18 holders — while 47 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $31.4M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $32.8M sold.

  • 92 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $505M of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 25 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2017 and 7 closed out, a net change of +18 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2017 was AE Wealth Management, an estimated $31.4M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2017 was Simplicity Solutions, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2017.