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VanEck Fallen Angel High Yield Bond ETF

344 hedge funds and large institutions have $2.12B invested in VanEck Fallen Angel High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

1% more funds holding

Funds holding: 340344 (+4)

2% more capital invested

Capital invested by funds: $2.09B → $2.12B (+$34.5M)

2.16% less ownership

Funds ownership: 70.46%68.3% (-2.2%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

94% less call options, than puts

Call options by funds: $9K | Put options by funds: $157K

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
4.96%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.24%
New
44
Increased
145
Reduced
126
Closed
35
Calls
$9K
Puts
$157K
Net Calls
-$148K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$207M +$19.9M +690,612 +11%
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$147M +$32.8M +1,138,000 +29%
LPL Financial
3
LPL Financial
California
$98M +$17.6M +609,979 +22%
CIA
4
Capital Investment Advisors
Georgia
$83.8M +$4.99M +173,008 +6%
Cerity Partners
5
Cerity Partners
New York
$77.7M -$4.34M -150,602 -5%
Morgan Stanley
6
Morgan Stanley
New York
$70M -$62.7M -2,173,389 -47%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$62.7M -$219K -7,594 -0.4%
KAM
8
Kensington Asset Management
Texas
$56M +$2.88M +100,000 +5%
Ameriprise
9
Ameriprise
Minnesota
$47.2M -$10.8M -373,983 -19%
Charles Schwab
10
Charles Schwab
California
$39.8M -$1.46M -50,621 -4%
SFBLI
11
Southern Farm Bureau Life Insurance
Mississippi
$35.7M
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$35.4M -$69.4K -2,407 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$33.3M +$327K +11,351 +1%
Wells Fargo
14
Wells Fargo
California
$33M +$3.77M +130,736 +13%
MIFH
15
Migdal Insurance & Financial Holdings
Israel
$29M
ECM
16
Evergreen Capital Management
Washington
$28.4M +$162K +5,623 +0.6%
HI
17
Horizon Investments
North Carolina
$28.2M -$52.6K -1,824 -0.2%
OPAM
18
Ocean Park Asset Management
California
$26.5M
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$25.9M +$6.65M +230,779 +35%
MIS
20
Morningstar Investment Services
Illinois
$25.5M -$24.6M -854,585 -49%
AllianceBernstein
21
AllianceBernstein
Tennessee
$22.9M
ACP
22
Aveo Capital Partners
Colorado
$18.5M +$2.56M +88,839 +16%
SC
23
Scotia Capital
Ontario, Canada
$17M +$564K +19,574 +3%
OCM
24
One Capital Management
California
$16.5M +$9.52M +330,052 +139%
DMBA
25
Deseret Mutual Benefit Administrators
Utah
$16M +$155K +5,366 +1%

ANGL Hedge Fund Activity: Q1 2024 in Review

344 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Fallen Angel High Yield Bond ETF (ANGL) for Q1 2024, worth a combined $2.12B — up 1.7% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ANGL positions and 35 closed out — a net gain of 9 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $32.8M. The largest seller was Morgan Stanley, cutting an estimated $62.7M.

  • 344 institutional investors held VanEck Fallen Angel High Yield Bond ETF (ANGL) as of Q1 2024, up from 340 in Q4 2023.
  • Funds reported $2.12B of VanEck Fallen Angel High Yield Bond ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 44 funds opened new VanEck Fallen Angel High Yield Bond ETF positions in Q1 2024 and 35 closed out, a net change of +9 holders.
  • The largest VanEck Fallen Angel High Yield Bond ETF buyer in Q1 2024 was State of Tennessee, Department of Treasury, an estimated $32.8M added.
  • The largest VanEck Fallen Angel High Yield Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2024.