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VanEck Fallen Angel High Yield Bond ETF
ANGL

112 hedge funds and large institutions have $617M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

1.82% more ownership

Funds ownership: 52.53% → 54.35% (+1.8%)

3% less capital invested

Capital invested by funds: $633M → $617M (-$16M)

3% less funds holding

Funds holding: 116 → 112 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
18
Increased
59
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
Cerity Partners OCIO
New York
+$15M
2
SS
Simplicity Solutions
Minnesota
+$13M
3
AWM
AE Wealth Management
Kansas
+$12.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M

Top Sellers

1
LPL Financial
LPL Financial
California
-$16.7M
2
Wells Fargo
Wells Fargo
California
-$10.8M
3
DF
Donoghue Forlines
Massachusetts
-$10M
4
MP
Manifold Partners
California
-$8.17M
5
GI
Gradient Investments
Minnesota
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$90.7M +$12.7M +427,707 +16%
SS
2
Simplicity Solutions
Minnesota
$85.3M +$13M +438,972 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$46.8M +$11M +372,999 +30%
CPO
4
Cerity Partners OCIO
New York
$43.2M +$15M +507,197 +52%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$31.3M +$1.03M +34,762 +3%
JCM
6
Janney Capital Management
Pennsylvania
$28.7M +$3.14M +106,012 +12%
MG
7
Mather Group
Illinois
$27.1M +$2.35M +79,216 +9%
Morgan Stanley
8
Morgan Stanley
New York
$25.7M +$4.78M +161,373 +22%
LPL Financial
9
LPL Financial
California
$15.3M -$16.7M -565,073 -52%
Bank of America
10
Bank of America
North Carolina
$14.7M +$506K +17,084 +4%
CS
11
Credit Suisse
Switzerland
$14.4M – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$13.8M +$144K +4,860 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.8M +$12.5M +422,681 +817%
TC
14
Trilogy Capital
California
$13.7M +$5.43M +183,313 +63%
OFG
15
Oxford Financial Group
Indiana
$12.9M +$1.23M +41,546 +10%
DF
16
Donoghue Forlines
Massachusetts
$12.6M -$10M -337,665 -44%
UBS Group
17
UBS Group
Switzerland
$11.2M -$2.4M -80,992 -17%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$8.84M +$405K +13,679 +5%
QA
19
Quantitative Advantage
Minnesota
$7.95M +$184K +6,218 +2%
GWM
20
Geneos Wealth Management
Colorado
$7.79M +$2.64M +89,274 +50%
SMM
21
Stadion Money Management
Georgia
$5.46M +$382K +12,913 +7%
CCP
22
Cardan Capital Partners
Colorado
$4.89M -$543K -18,345 -10%
Jane Street
23
Jane Street
New York
$4.27M -$4.27M -144,121 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.94M +$1.59M +53,620 +65%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.79M +$878K +29,662 +29%
1
2 3 4 5

ANGL Hedge Fund Activity: Q1 2018 in Review

112 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2018, worth a combined $617M — down 2.5% from $633M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ANGL and 18 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 59 added.

The largest buyer was Cerity Partners OCIO, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $16.7M.

  • 112 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2018, down from 116 in Q4 2017.
  • Funds reported $617M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2018, down 2.5% quarter-over-quarter.
  • 18 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2018 and 21 closed out, a net change of -3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2018 was Cerity Partners OCIO, an estimated $15M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2018 was LPL Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2018.