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VanEck Fallen Angel High Yield Bond ETF

340 hedge funds and large institutions have $2.09B invested in VanEck Fallen Angel High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 30

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

20% more capital invested

Capital invested by funds: $1.73B → $2.09B (+$354M)

11% more funds holding

Funds holding: 305340 (+35)

7.33% more ownership

Funds ownership: 63.13%70.46% (+7.3%)

9% more call options, than puts

Call options by funds: $374K | Put options by funds: $342K

1% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 122

Holders
340
Holders Change
+35
Holders Change %
+11.48%
% of All Funds
4.96%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
69
Increased
121
Reduced
122
Closed
30
Calls
$374K
Puts
$342K
Net Calls
+$32K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$186M -$25.9M -940,788 -13%
Morgan Stanley
2
Morgan Stanley
New York
$132M +$60M +2,176,372 +90%
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$113M +$41.5M +1,504,000 +62%
Cerity Partners
4
Cerity Partners
New York
$81.3M -$1.35M -48,872 -2%
LPL Financial
5
LPL Financial
California
$79.7M +$134K +4,847 +0.2%
CIA
6
Capital Investment Advisors
Georgia
$78.1M +$2.34M +84,710 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.4M +$5.82M +211,090 +11%
Ameriprise
8
Ameriprise
Minnesota
$57.5M -$1.71M -62,075 -3%
KAM
9
Kensington Asset Management
Texas
$52.6M +$50.4M +1,828,500 New
MIS
10
Morningstar Investment Services
Illinois
$50M +$23.7M +860,132 +99%
Charles Schwab
11
Charles Schwab
California
$40.9M -$1.19M -43,146 -3%
SFBLI
12
Southern Farm Bureau Life Insurance
Mississippi
$35.5M
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$35.2M +$8.48M +307,509 +34%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32.7M +$4.46M +161,718 +17%
Wells Fargo
15
Wells Fargo
California
$28.9M +$3.05M +110,475 +12%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$28.8M
HI
17
Horizon Investments
North Carolina
$28.2M -$550K -19,933 -2%
ECM
18
Evergreen Capital Management
Washington
$28M -$11.9M -430,394 -31%
OPAM
19
Ocean Park Asset Management
California
$26.3M -$2.88M -104,300 -10%
AWM
20
AE Wealth Management
Kansas
$24.8M -$8.78M -318,442 -27%
AllianceBernstein
21
AllianceBernstein
Tennessee
$22.7M +$1.53M +55,475 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.2M -$10.4M -377,325 -33%
WSTAM
23
Wilbanks Smith & Thomas Asset Management
Virginia
$19M +$15.5M +561,195 +562%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$17M -$210K -7,606 -1%
SC
25
Scotia Capital
Ontario, Canada
$16.3M +$174K +6,305 +1%

ANGL Hedge Fund Activity: Q4 2023 in Review

340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q4 2023, worth a combined $2.09B — up 20% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ANGL positions and 30 closed out — a net gain of 39 holders — while 121 added to existing stakes and 122 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60M. The largest seller was Bank of America, cutting an estimated $25.9M.

  • 340 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q4 2023, up from 305 in Q3 2023.
  • Funds reported $2.09B of VanEck Fallen Angel High Yield Bond ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 69 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q4 2023 and 30 closed out, a net change of +39 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $60M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q4 2023 was Bank of America, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2023.