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VanEck Fallen Angel High Yield Bond ETF

135 hedge funds and large institutions have $644M invested in VanEck Fallen Angel High Yield Bond ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+12
Holders Change %
+9.76%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
25
Increased
62
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$68M +$10.8M +369,318 +19%
MG
2
Mather Group
Illinois
$57.3M +$57.3M +1,953,410 New
CCP
3
Cardan Capital Partners
Colorado
$41.7M +$828K +28,257 +2%
CPO
4
Cerity Partners OCIO
New York
$36.2M +$1.63M +55,756 +5%
AWM
5
AE Wealth Management
Kansas
$31.6M +$171K +5,835 +0.5%
SS
6
Simplicity Solutions
Minnesota
$27.8M -$46.2K -1,576 -0.2%
Wells Fargo
7
Wells Fargo
California
$24.1M +$6.13M +209,095 +34%
LPL Financial
8
LPL Financial
California
$19.9M +$3.49M +119,077 +21%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$18.4M +$1.74M +59,473 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.3M +$700K +23,885 +4%
OFG
11
Oxford Financial Group
Indiana
$17.3M -$222K -7,571 -1%
Morgan Stanley
12
Morgan Stanley
New York
$16.7M +$547K +18,643 +3%
GFPC
13
Global Financial Private Capital
Florida
$15.7M +$206K +7,024 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Ameriprise
15
Ameriprise
Minnesota
$15.4M +$2.12M +72,393 +16%
PCM
16
Peak Capital Management
Colorado
$15M -$392K -13,389 -3%
Bank of America
17
Bank of America
North Carolina
$14.7M -$1.19M -40,444 -7%
LFA
18
Legend Financial Advisors
Pennsylvania
$12.8M +$83.6K +2,852 +0.7%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M +$4.41M +150,367 +55%
RJA
20
Raymond James & Associates
Florida
$12.4M +$8.36M +285,049 +205%
TC
21
Trilogy Capital
California
$11.9M +$338K +11,653 +3%
RWP
22
RWA Wealth Partners
Massachusetts
$10.8M -$48.7K -1,661 -0.4%
TIA
23
Traphagen Investment Advisors
New Jersey
$8.96M +$1.9M +64,818 +27%
AI
24
Atria Investments
North Carolina
$7.28M +$6.76M +230,707 +1,323%
UBS Group
25
UBS Group
Switzerland
$7.22M +$117 +4 +0%