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VanEck Fallen Angel High Yield Bond ETF

312 hedge funds and large institutions have $1.88B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

8% more capital invested

Capital invested by funds: $1.74B → $1.88B (+$135M)

6.82% more ownership

Funds ownership: 64.44%71.26% (+6.8%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% less funds holding

Funds holding: 314312 (-2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

23% less call options, than puts

Call options by funds: $775K | Put options by funds: $1.01M

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.28%
New
40
Increased
135
Reduced
100
Closed
37
Calls
$775K
Puts
$1.01M
Net Calls
-$233K
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M -$2.47M -89,857 -1%
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$90.8M +$25M +909,584 +39%
CIA
3
Capital Investment Advisors
Georgia
$69.5M +$2.89M +104,883 +4%
Morgan Stanley
4
Morgan Stanley
New York
$65.7M -$9.56M -347,196 -13%
LPL Financial
5
LPL Financial
California
$64.7M +$5.86M +212,945 +10%
Jane Street
6
Jane Street
New York
$63.3M +$51.1M +1,857,313 +440%
Cerity Partners
7
Cerity Partners
New York
$53.4M +$52.9M +1,922,614 New
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$53M +$31.5M +1,144,925 +150%
DMBA
9
Deseret Mutual Benefit Administrators
Utah
$51.3M +$673K +24,454 +1%
Charles Schwab
10
Charles Schwab
California
$41.8M -$251K -9,117 -0.6%
ECM
11
Evergreen Capital Management
Washington
$39.4M -$18.4M -666,727 -32%
Ameriprise
12
Ameriprise
Minnesota
$37.1M -$77.1M -2,799,641 -68%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$36.6M +$6.26M +227,428 +21%
HI
14
Horizon Investments
North Carolina
$34.9M -$9.92M -360,253 -22%
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$34.2M
Wells Fargo
16
Wells Fargo
California
$31.2M +$5.56M +202,039 +22%
KAM
17
Kensington Asset Management
Texas
$28.3M +$28.1M +1,020,000 New
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$27.8M -$125K -4,545 -0.5%
PI
19
PFS Investments
Georgia
$26.8M +$1.79M +65,128 +7%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$25.7M +$150K +5,449 +0.6%
MIS
21
Morningstar Investment Services
Illinois
$24M +$14.4M +523,554 +152%
Osaic Holdings
22
Osaic Holdings
Arizona
$23M +$2.29M +83,169 +11%
Lido Advisors
23
Lido Advisors
California
$21.5M +$292K +10,626 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$21.2M +$4.24M +153,973 +25%
AllianceBernstein
25
AllianceBernstein
Tennessee
$20.4M

ANGL Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q2 2023, worth a combined $1.88B — up 7.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ANGL positions and 37 closed out — a net gain of 3 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $52.9M. The largest seller was Ameriprise, cutting an estimated $77.1M.

  • 312 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q2 2023, down from 314 in Q1 2023.
  • Funds reported $1.88B of VanEck Fallen Angel High Yield Bond ETF stock for Q2 2023, up 7.7% quarter-over-quarter.
  • 40 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q2 2023 and 37 closed out, a net change of +3 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q2 2023 was Cerity Partners, an estimated $52.9M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q2 2023 was Ameriprise, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2023.