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VanEck Fallen Angel High Yield Bond ETF

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

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

22% more capital invested

Capital invested by funds: $617M → $750M (+$133M)

8.15% more ownership

Funds ownership: 54.35%62.5% (+8.1%)

6% more funds holding

Funds holding: 112119 (+7)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.72%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$98.7M +$9.33M +321,441 +10%
SS
2
Simplicity Solutions
Minnesota
$92.9M +$8.81M +303,313 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.3M +$3.94M +135,733 +8%
CPO
4
Cerity Partners OCIO
New York
$44M +$1.33M +45,794 +3%
CWM
5
Cornerstone Wealth Management
Missouri
$38.8M +$30.6M +1,053,947 +1,904%
MG
6
Mather Group
Illinois
$38.4M +$11.8M +406,494 +44%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$31.3M
JCM
8
Janney Capital Management
Pennsylvania
$27.8M -$475K -16,348 -2%
Morgan Stanley
9
Morgan Stanley
New York
$26M +$642K +22,106 +3%
DF
10
Donoghue Forlines
Massachusetts
$20.6M +$8.28M +285,040 +66%
LPL Financial
11
LPL Financial
California
$14.9M -$145K -4,999 -1%
TC
12
Trilogy Capital
California
$14.9M +$1.38M +47,383 +10%
PCM
13
Peak Capital Management
Colorado
$14.5M +$14.7M +505,262 New
RWP
14
RWA Wealth Partners
Massachusetts
$14.4M +$14.6M +501,667 New
CS
15
Credit Suisse
Switzerland
$14.2M
Bank of America
16
Bank of America
North Carolina
$14.2M -$324K -11,144 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.9M +$309K +10,642 +2%
OFG
18
Oxford Financial Group
Indiana
$13.3M +$534K +18,394 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$11.2M +$2.54M +87,431 +29%
UBS Group
20
UBS Group
Switzerland
$10.9M -$114K -3,913 -1%
GWM
21
Geneos Wealth Management
Colorado
$8.33M +$649K +22,364 +8%
TC
22
Toews Corporation
New Jersey
$8.03M +$8.13M +280,000 New
QA
23
Quantitative Advantage
Minnesota
$7.76M -$82.8K -2,852 -1%
BAM
24
BTS Asset Management
Massachusetts
$7.36M +$7.42M +255,734 New
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$6.3M +$6.37M +219,512 New

ANGL Hedge Fund Activity: Q2 2018 in Review

119 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2018, worth a combined $750M — up 22% from $617M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ANGL positions and 15 closed out — a net gain of 10 holders — while 50 added to existing stakes and 30 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $30.6M. The largest seller was Royal Bank of Canada, cutting an estimated $10.7M.

  • 119 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $750M of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 25 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2018 and 15 closed out, a net change of +10 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $30.6M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2018 was Royal Bank of Canada, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.