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VanEck Fallen Angel High Yield Bond ETF

198 hedge funds and large institutions have $1.5B invested in VanEck Fallen Angel High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 18

85% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 41

53% more capital invested

Capital invested by funds: $981M → $1.5B (+$519M)

34% more funds holding

Funds holding: 148198 (+50)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.37% more ownership

Funds ownership: 66.68%69.05% (+2.4%)

Holders
198
Holders Change
+50
Holders Change %
+33.78%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
69
Increased
76
Reduced
41
Closed
18
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
$460M -$13.5M -491,173 -3%
EVM
2
Eaton Vance Management
Massachusetts
$120M +$115M +4,176,000 New
MG
3
Mather Group
Illinois
$69.7M +$4.82M +175,097 +8%
Morgan Stanley
4
Morgan Stanley
New York
$61.2M +$35.1M +1,275,703 +149%
ECM
5
Evergreen Capital Management
Washington
$53.5M +$25M +909,608 +95%
CPO
6
Cerity Partners OCIO
New York
$39.1M -$296K -10,742 -0.8%
CIA
7
Capital Investment Advisors
Georgia
$33.6M +$31.7M +1,151,358 +5,718%
Charles Schwab
8
Charles Schwab
California
$33.4M +$32M +1,162,473 New
Jane Street
9
Jane Street
New York
$27.8M +$10.6M +385,989 +66%
LPL Financial
10
LPL Financial
California
$27.6M +$2.77M +100,685 +12%
RJA
11
Raymond James & Associates
Florida
$24.5M +$20.2M +734,245 +608%
Wells Fargo
12
Wells Fargo
California
$23.5M +$6.61M +240,240 +42%
AWM
13
AE Wealth Management
Kansas
$22.1M +$3.7M +134,369 +21%
SS
14
Simplicity Solutions
Minnesota
$20.3M +$3.26M +118,587 +20%
SBL
15
Sargent Bickham Lagudis
Colorado
$17M +$465K +16,916 +3%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$16.2M +$15.5M +564,036 New
UBS Group
17
UBS Group
Switzerland
$16M +$9.8M +356,390 +176%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$15.7M
JIP
19
Jaffetilchin Investment Partners
Florida
$15.4M +$8.18M +297,349 +124%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.3M +$3.08M +111,790 +26%
OFG
21
Oxford Financial Group
Indiana
$13.8M -$164K -5,975 -1%
APW
22
Aurora Private Wealth
New Jersey
$12.7M +$11.1M +403,288 +1,062%
WI
23
WBI Investments
New Jersey
$12.6M +$12.1M +438,477 New
TIA
24
Traphagen Investment Advisors
New Jersey
$12.3M +$3.02M +109,771 +34%
TC
25
Trilogy Capital
California
$12.2M +$17.1K +623 +0.2%

ANGL Hedge Fund Activity: Q2 2020 in Review

198 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2020, worth a combined $1.5B — up 53% from $981M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ANGL positions and 18 closed out — a net gain of 51 holders — while 76 added to existing stakes and 41 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $115M. The largest seller was AssetMark Inc, cutting an estimated $74.2M.

  • 198 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2020, up from 148 in Q1 2020.
  • Funds reported $1.5B of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 69 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2020 and 18 closed out, a net change of +51 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2020 was Eaton Vance Management, an estimated $115M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2020.