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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

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

94% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 32

10% more funds holding

Funds holding: 123135 (+12)

9% more capital invested

Capital invested by funds: $590M → $644M (+$54.5M)

3.38% more ownership

Funds ownership: 52.36%55.74% (+3.4%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
135
Holders Change
+12
Holders Change %
+9.76%
% of All Funds
2.96%
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
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$68M +$10.8M +369,318 +19%
MG
2
Mather Group
Illinois
$57.3M +$57.1M +1,953,410 New
CCP
3
Cardan Capital Partners
Colorado
$41.7M +$826K +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 -$46.1K -1,576 -0.2%
Wells Fargo
7
Wells Fargo
California
$24.1M +$6.11M +209,095 +34%
LPL Financial
8
LPL Financial
California
$19.9M +$3.48M +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 +$698K +23,885 +4%
OFG
11
Oxford Financial Group
Indiana
$17.3M -$221K -7,571 -1%
Morgan Stanley
12
Morgan Stanley
New York
$16.7M +$545K +18,643 +3%
GFPC
13
Global Financial Private Capital
Florida
$15.7M +$205K +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 -$391K -13,389 -3%
Bank of America
17
Bank of America
North Carolina
$14.7M -$1.18M -40,444 -7%
LFA
18
Legend Financial Advisors
Pennsylvania
$12.8M +$83.4K +2,852 +0.7%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M +$4.4M +150,367 +55%
RJA
20
Raymond James & Associates
Florida
$12.4M +$8.33M +285,049 +205%
TC
21
Trilogy Capital
California
$11.9M +$341K +11,653 +3%
RWP
22
RWA Wealth Partners
Massachusetts
$10.8M -$48.6K -1,661 -0.4%
TIA
23
Traphagen Investment Advisors
New Jersey
$8.96M +$1.89M +64,818 +27%
AI
24
Atria Investments
North Carolina
$7.28M +$6.74M +230,707 +1,323%
UBS Group
25
UBS Group
Switzerland
$7.22M +$117 +4 +0%

ANGL Hedge Fund Activity: Q3 2019 in Review

135 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q3 2019, worth a combined $644M — up 9.2% from $590M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ANGL positions and 11 closed out — a net gain of 14 holders — while 62 added to existing stakes and 32 trimmed.

The largest buyer was Mather Group, opening a new position worth an estimated $57.1M. The largest seller was Hanlon Investment Management, exiting entirely with an estimated $34.4M sold.

  • 135 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q3 2019, up from 123 in Q2 2019.
  • Funds reported $644M of VanEck Fallen Angel High Yield Bond ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
  • 25 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q3 2019 and 11 closed out, a net change of +14 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q3 2019 was Mather Group, an estimated $57.1M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q3 2019 was Hanlon Investment Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2019.