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VanEck Fallen Angel High Yield Bond ETF

123 hedge funds and large institutions have $590M invested in VanEck Fallen Angel High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
19
Increased
60
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$57.1M +$53.3M +1,820,535 +1,419%
CCP
2
Cardan Capital Partners
Colorado
$40.8M +$3.61M +123,102 +10%
CPO
3
Cerity Partners OCIO
New York
$34.6M +$2.46M +84,089 +8%
HIM
4
Hanlon Investment Management
New Jersey
$34.4M -$2.29M -78,194 -6%
AWM
5
AE Wealth Management
Kansas
$31.4M +$11.6M +394,696 +58%
SS
6
Simplicity Solutions
Minnesota
$27.8M +$8.13M +277,613 +41%
Wells Fargo
7
Wells Fargo
California
$18M +$319K +10,892 +2%
OFG
8
Oxford Financial Group
Indiana
$17.5M +$1.82M +62,219 +12%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$16.7M +$3.08M +104,964 +23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.6M +$748K +25,530 +5%
LPL Financial
11
LPL Financial
California
$16.4M -$316K -10,797 -2%
Morgan Stanley
12
Morgan Stanley
New York
$16.1M +$832K +28,385 +5%
Jane Street
13
Jane Street
New York
$16M -$5.84M -199,418 -27%
Bank of America
14
Bank of America
North Carolina
$15.8M -$1.14M -39,028 -7%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$15.7M
GFPC
16
Global Financial Private Capital
Florida
$15.5M +$10.7M +366,784 +227%
PCM
17
Peak Capital Management
Colorado
$15.2M +$2.92M +101,258 +24%
Ameriprise
18
Ameriprise
Minnesota
$13.3M +$2.36M +80,676 +22%
LFA
19
Legend Financial Advisors
Pennsylvania
$12.7M +$12.7M +433,830 New
TC
20
Trilogy Capital
California
$11.6M +$430K +14,740 +4%
RWP
21
RWA Wealth Partners
Massachusetts
$10.8M -$358K -12,204 -3%
CI
22
Conning Inc
Connecticut
$10.8M +$5.56M +189,639 +107%
WSTAM
23
Wilbanks Smith & Thomas Asset Management
Virginia
$8.02M -$3.79M -129,234 -32%
UBS Group
24
UBS Group
Switzerland
$7.21M +$612K +20,880 +9%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$7.16M +$95.5K +3,260 +1%