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VanEck Fallen Angel High Yield Bond ETF

148 hedge funds and large institutions have $981M invested in VanEck Fallen Angel High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $775M → $981M (+$207M)

9.69% more ownership

Funds ownership: 56.99%66.68% (+9.7%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

13% less funds holding

Funds holding: 170148 (-22)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
148
Holders Change
-22
Holders Change %
-12.94%
% of All Funds
3.26%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
26
Increased
53
Reduced
58
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$418M +$457M +15,974,097 +2,894%
AssetMark Inc
2
AssetMark Inc
California
$71.6M +$10M +349,557 +14%
MG
3
Mather Group
Illinois
$57M +$6.1M +213,388 +10%
CPO
4
Cerity Partners OCIO
New York
$34.7M +$1.23M +42,990 +3%
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$24.9M +$28.2M +985,800 New
ECM
6
Evergreen Capital Management
Washington
$24.2M +$27.3M +955,540 New
LPL Financial
7
LPL Financial
California
$21.8M -$76.2K -2,664 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$21.6M +$4.53M +158,502 +23%
AWM
9
AE Wealth Management
Kansas
$16.1M -$17.4M -608,024 -49%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$15.7M
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$15.1M -$4.48M -156,806 -21%
SS
12
Simplicity Solutions
Minnesota
$14.9M -$13.1M -459,111 -44%
Jane Street
13
Jane Street
New York
$14.8M +$2.23M +77,859 +15%
Wells Fargo
14
Wells Fargo
California
$14.6M -$5.35M -187,126 -24%
SBL
15
Sargent Bickham Lagudis
Colorado
$14.6M +$1.84M +64,317 +13%
OFG
16
Oxford Financial Group
Indiana
$12.3M +$1.11M +38,695 +9%
GFPC
17
Global Financial Private Capital
Florida
$11.7M -$1.53M -53,485 -10%
TC
18
Trilogy Capital
California
$10.9M -$241K -8,431 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.7M -$6.75M -236,010 -36%
TIA
20
Traphagen Investment Advisors
New Jersey
$8.09M -$76.1K -2,662 -0.8%
PCM
21
Peak Capital Management
Colorado
$7.39M -$3.04M -106,177 -27%
Ameriprise
22
Ameriprise
Minnesota
$7.38M -$6.68M -233,671 -45%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$6.96M +$7.77M +271,800 New
BFO
24
Biltmore Family Office
North Carolina
$6.68M +$691K +24,161 +10%
JIP
25
Jaffetilchin Investment Partners
Florida
$6.08M +$6.87M +240,110 New

ANGL Hedge Fund Activity: Q1 2020 in Review

148 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2020, worth a combined $981M — up 27% from $775M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ANGL and 26 opened new positions — a net loss of 15 holders — while 58 trimmed existing stakes and 53 added.

The largest buyer was Bank of America, adding an estimated $457M. The largest seller was Cardan Capital Partners, cutting an estimated $36.7M.

  • 148 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2020, down from 170 in Q4 2019.
  • Funds reported $981M of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 26 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2020 and 41 closed out, a net change of -15 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2020 was Bank of America, an estimated $457M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2020 was Cardan Capital Partners, an estimated $36.7M sold.

Based on aggregated 13F filings for Q1 2020.