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VanEck Fallen Angel High Yield Bond ETF

120 hedge funds and large institutions have $531M invested in VanEck Fallen Angel High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

52% more capital invested

Capital invested by funds: $349M → $531M (+$181M)

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

12.13% more ownership

Funds ownership: 44.77%56.91% (+12%)

9% more funds holding

Funds holding: 110120 (+10)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
23
Increased
51
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Mather Group
Illinois
$50.5M +$4.81M +170,482 +11%
CCP
2
Cardan Capital Partners
Colorado
$36.5M +$28.5M +1,011,604 +391%
HIM
3
Hanlon Investment Management
New Jersey
$36M +$35.3M +1,250,776 New
CPO
4
Cerity Partners OCIO
New York
$31.5M +$2.96M +104,988 +11%
Jane Street
5
Jane Street
New York
$21.5M +$15.9M +562,982 +306%
AWM
6
AE Wealth Management
Kansas
$19.4M +$12.5M +442,261 +189%
SS
7
Simplicity Solutions
Minnesota
$19.3M +$12.3M +436,368 +186%
Wells Fargo
8
Wells Fargo
California
$17.4M +$12.4M +438,396 +265%
Bank of America
9
Bank of America
North Carolina
$16.7M +$9.74M +345,272 +148%
LPL Financial
10
LPL Financial
California
$16.4M +$190K +6,733 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$12.8M +455,078 +2,197%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.6M -$2.99M -105,890 -16%
OFG
13
Oxford Financial Group
Indiana
$15.4M -$652K -23,111 -4%
Morgan Stanley
14
Morgan Stanley
New York
$15M -$3.31M -117,363 -18%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$13.3M +$2.04M +72,406 +18%
PCM
16
Peak Capital Management
Colorado
$12.2M -$3.39M -120,288 -22%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$11.6M +$11.4M +403,034 New
TC
18
Trilogy Capital
California
$11M -$3.63M -128,582 -25%
RWP
19
RWA Wealth Partners
Massachusetts
$11M -$139K -4,923 -1%
Ameriprise
20
Ameriprise
Minnesota
$10.7M +$6.65M +235,511 +171%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.7M +$896K +31,747 +10%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$6.93M -$50.3K -1,781 -0.7%
TIA
23
Traphagen Investment Advisors
New Jersey
$6.81M +$6.68M +236,825 New
UBS Group
24
UBS Group
Switzerland
$6.48M -$1.23M -43,761 -16%
CI
25
Conning Inc
Connecticut
$5.12M +$5.02M +177,900 New

ANGL Hedge Fund Activity: Q1 2019 in Review

120 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2019, worth a combined $531M — up 52% from $349M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ANGL positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 34 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $28.5M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $30.6M.

  • 120 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $531M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2019, up 52% quarter-over-quarter.
  • 23 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2019 and 12 closed out, a net change of +11 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2019 was Cardan Capital Partners, an estimated $28.5M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2019 was Ladenburg Thalmann Financial Services, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2019.