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VanEck Fallen Angel High Yield Bond ETF

116 hedge funds and large institutions have $633M invested in VanEck Fallen Angel High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

26% more funds holding

Funds holding: 92116 (+24)

25% more capital invested

Capital invested by funds: $505M → $633M (+$128M)

4.17% more ownership

Funds ownership: 48.36%52.53% (+4.2%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
116
Holders Change
+24
Holders Change %
+26.09%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
35
Increased
48
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$80.7M +$13.1M +434,662 +19%
SS
2
Simplicity Solutions
Minnesota
$74.7M +$75M +2,495,287 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.3M +$4.66M +154,879 +14%
LPL Financial
4
LPL Financial
California
$32.7M +$7.55M +251,077 +30%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$31.2M +$5.08M +168,758 +19%
CPO
6
Cerity Partners OCIO
New York
$29.4M -$441K -14,678 -1%
JCM
7
Janney Capital Management
Pennsylvania
$26.4M +$135K +4,477 +0.5%
MG
8
Mather Group
Illinois
$25.5M +$1.76M +58,463 +7%
DF
9
Donoghue Forlines
Massachusetts
$23.1M +$23.2M +772,327 New
Morgan Stanley
10
Morgan Stanley
New York
$21.6M +$6.93M +230,488 +47%
CS
11
Credit Suisse
Switzerland
$14.8M
Bank of America
12
Bank of America
North Carolina
$14.6M +$282K +9,363 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.1M +$858K +28,526 +6%
UBS Group
14
UBS Group
Switzerland
$13.9M +$1.48M +49,286 +12%
Wells Fargo
15
Wells Fargo
California
$13.3M +$5.61M +186,578 +73%
OFG
16
Oxford Financial Group
Indiana
$12.1M +$9.1M +302,508 +302%
MP
17
Manifold Partners
California
$10.5M +$885K +29,413 +9%
Jane Street
18
Jane Street
New York
$8.72M +$8.76M +291,110 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$8.7M +$189K +6,289 +2%
TC
20
Trilogy Capital
California
$8.66M +$8.7M +289,284 New
QA
21
Quantitative Advantage
Minnesota
$8M -$88.5K -2,944 -1%
AI
22
Atria Investments
North Carolina
$6.99M -$269K -8,952 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$6.67M +$1.46M +48,536 +28%
GI
24
Gradient Investments
Minnesota
$5.9M -$3.19M -106,167 -35%
CCP
25
Cardan Capital Partners
Colorado
$5.59M +$211K +7,016 +4%

ANGL Hedge Fund Activity: Q4 2017 in Review

116 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2017, worth a combined $633M — up 25% from $505M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ANGL positions and 9 closed out — a net gain of 26 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $75M. The largest seller was AssetMark Inc, cutting an estimated $15.9M.

  • 116 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2017, up from 92 in Q3 2017.
  • Funds reported $633M of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 35 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $75M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.