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VanEck Fallen Angel High Yield Bond ETF
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Overview Fund Activity

119 hedge funds and large institutions have $750M invested in VanEck Fallen Angel High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.21%
New
25
Increased
50
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$36.9M
2
PCM
Peak Capital Management
Colorado
+$14.5M
3
RWP
RWA Wealth Partners
Massachusetts
+$14.4M
4
MG
Mather Group
Illinois
+$11.7M
5
AWM
AE Wealth Management
Kansas
+$9.22M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.6M
2
MP
Manifold Partners
California
-$2.22M
3
Stifel Financial
Stifel Financial
Missouri
-$1.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.25M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$811K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$98.7M +$9.22M +321,441 +10%
SS
2
Simplicity Solutions
Minnesota
$92.9M +$8.7M +303,313 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.3M +$3.89M +135,733 +8%
CPO
4
Cerity Partners OCIO
New York
$44M +$1.31M +45,794 +3%
CWM
5
Cornerstone Wealth Management
Missouri
$38.8M +$36.9M +1,053,947 +1,904%
MG
6
Mather Group
Illinois
$38.4M +$11.7M +406,494 +44%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$31.3M – – –
JCM
8
Janney Capital Management
Pennsylvania
$27.8M -$469K -16,348 -2%
Morgan Stanley
9
Morgan Stanley
New York
$26M +$634K +22,106 +3%
DF
10
Donoghue Forlines
Massachusetts
$20.6M +$8.17M +285,040 +66%
LPL Financial
11
LPL Financial
California
$14.9M -$143K -4,999 -1%
TC
12
Trilogy Capital
California
$14.9M +$1.36M +47,383 +10%
PCM
13
Peak Capital Management
Colorado
$14.5M +$14.5M +505,262 New
RWP
14
RWA Wealth Partners
Massachusetts
$14.4M +$14.4M +501,667 New
CS
15
Credit Suisse
Switzerland
$14.2M – – –
Bank of America
16
Bank of America
North Carolina
$14.2M -$320K -11,144 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.9M +$305K +10,642 +2%
OFG
18
Oxford Financial Group
Indiana
$13.3M +$528K +18,394 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$11.2M +$2.51M +87,431 +29%
UBS Group
20
UBS Group
Switzerland
$10.9M -$112K -3,913 -1%
GWM
21
Geneos Wealth Management
Colorado
$8.33M +$641K +22,364 +8%
TC
22
Toews Corporation
New Jersey
$8.03M +$8.03M +280,000 New
QA
23
Quantitative Advantage
Minnesota
$7.76M -$81.8K -2,852 -1%
BAM
24
BTS Asset Management
Massachusetts
$7.36M +$7.36M +255,734 New
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$6.3M +$6.3M +219,512 New
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