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VanEck Fallen Angel High Yield Bond ETF

317 hedge funds and large institutions have $2.28B invested in VanEck Fallen Angel High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 89 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $1.18M

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

14% more funds holding

Funds holding: 278317 (+39)

13% more capital invested

Capital invested by funds: $2.01B → $2.28B (+$265M)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1.39% less ownership

Funds ownership: 70.03%68.64% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 122

Holders
317
Holders Change
+39
Holders Change %
+14.03%
% of All Funds
5.1%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
75
Increased
89
Reduced
122
Closed
31
Calls
$3.39M
Puts
$1.18M
Net Calls
+$2.21M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$479M -$55.9M -2,080,441 -11%
AWA
2
Arete Wealth Advisors
Illinois
$256M -$2.85K -106 -1%
CIA
3
Capital Investment Advisors
Georgia
$97.1M +$5.52M +205,754 +6%
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$78.7M -$10M -374,300 -11%
SFSG
5
Sound Financial Strategies Group
Mississippi
$75.3M +$74.8M +2,786,178 New
Morgan Stanley
6
Morgan Stanley
New York
$63.8M -$7.16M -266,737 -10%
LPL Financial
7
LPL Financial
California
$59.1M +$524K +19,511 +0.9%
ECM
8
Evergreen Capital Management
Washington
$53.4M -$9.15M -340,772 -15%
CPO
9
Cerity Partners OCIO
New York
$49.6M +$744K +27,704 +2%
Charles Schwab
10
Charles Schwab
California
$49.5M -$11.4M -424,175 -19%
DMBA
11
Deseret Mutual Benefit Administrators
Utah
$48.8M +$786K +29,268 +2%
GI
12
Gradient Investments
Minnesota
$37.9M -$1.6M -59,717 -4%
SFBLI
13
Southern Farm Bureau Life Insurance
Mississippi
$33.3M
MG
14
Mather Group
Illinois
$28.2M -$9.48M -353,019 -25%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$27.1M +$47.9K +1,785 +0.2%
HI
16
Horizon Investments
North Carolina
$26.6M +$26.5M +988,984 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.9M +$14.2M +527,373 +122%
Wells Fargo
18
Wells Fargo
California
$25.1M +$899K +33,494 +4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$24.5M -$1.23M -45,805 -5%
Ameriprise
20
Ameriprise
Minnesota
$21.9M -$5.49M -204,410 -20%
SBL
21
Sargent Bickham Lagudis
Colorado
$20M -$2.97M -110,548 -13%
AllianceBernstein
22
AllianceBernstein
Tennessee
$19.8M -$813K -30,285 -4%
Jane Street
23
Jane Street
New York
$18.9M -$97.5M -3,630,386 -84%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$18.4M -$6.56M -244,419 -26%
Osaic Holdings
25
Osaic Holdings
Arizona
$18.1M +$1.3M +48,596 +8%

ANGL Hedge Fund Activity: Q4 2022 in Review

317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2022, worth a combined $2.28B — up 13% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ANGL positions and 31 closed out — a net gain of 44 holders — while 89 added to existing stakes and 122 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $74.8M. The largest seller was Jane Street, cutting an estimated $97.5M.

  • 317 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2022, up from 278 in Q3 2022.
  • Funds reported $2.28B of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 75 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2022 was Sound Financial Strategies Group, an estimated $74.8M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2022 was Jane Street, an estimated $97.5M sold.

Based on aggregated 13F filings for Q4 2022.