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BSCG

Guggenheim BulletShares 2016 Corporate Bond ETF

Delisted

BSCG was delisted on the 29th of December, 2016.

101 hedge funds and large institutions have $271M invested in Guggenheim BulletShares 2016 Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

19% more funds holding

Funds holding: 85101 (+16)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $272M → $271M (-$1.36M)

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
24
Increased
40
Reduced
22
Closed
5
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
$27.7M -$3.94M -177,396 -12%
DC
2
Davenport & Co
Virginia
$17.9M +$519K +23,376 +3%
CA
3
Capital Advantage
California
$17.3M -$4.1M -184,366 -19%
Morgan Stanley
4
Morgan Stanley
New York
$16.7M +$1.36M +61,400 +9%
UBS Group
5
UBS Group
Switzerland
$15.8M +$15.9M +716,274 New
EA
6
Evanston Advisors
Illinois
$13.6M -$94.1K -4,237 -0.7%
Wells Fargo
7
Wells Fargo
California
$9.02M -$3.24M -145,709 -26%
UCFA
8
United Capital Financial Advisors
Texas
$8.29M +$2.13M +95,941 +34%
WI
9
WBI Investments
New Jersey
$7.57M +$308K +13,866 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.53M +$1.57M +70,896 +26%
CC
11
Courier Capital
New York
$7.51M +$247K +11,108 +3%
LW
12
Linscomb Wealth
Texas
$7.42M +$404K +18,204 +6%
SAMC
13
Spectrum Asset Management (California)
California
$6.6M +$6.64M +298,740 New
LPL Financial
14
LPL Financial
California
$6.02M -$138K -6,209 -2%
HCM
15
Hengehold Capital Management
Ohio
$5.33M -$11.9K -534 -0.2%
AP
16
Atwood & Palmer
Missouri
$5.12M -$297K -13,355 -5%
BCM
17
Bluefin Capital Management
New York
$4.88M +$4.9M +220,694 New
IF
18
Ironwood Financial
Arizona
$4.52M +$4.54M +204,289 New
Ameriprise
19
Ameriprise
Minnesota
$3.9M -$27.7K -1,248 -0.7%
DADC
20
D.A. Davidson & Co
Montana
$3.6M +$18.3K +823 +0.5%
RP
21
Reinhart Partners
Wisconsin
$3.54M +$1.53M +68,950 +76%
LPT
22
Legacy Private Trust
Wisconsin
$3.51M +$19.3K +867 +0.5%
RBCM
23
Raub Brock Capital Management
California
$3.44M +$147K +6,610 +4%
PNC
24
Park National Corp
Ohio
$3.12M +$96.1K +4,328 +3%
BMM
25
Buffington Mohr McNeal
Idaho
$2.94M -$37.9K -1,706 -1%

BSCG Hedge Fund Activity: Q4 2014 in Review

101 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) for Q4 2014, worth a combined $271M — down 0.5% from $272M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCG positions and 5 closed out — a net gain of 19 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Bluefin Capital Management, opening a new position worth an estimated $4.9M. The largest seller was Argentus Capital Management, exiting entirely with an estimated $12.8M sold.

  • 101 institutional investors held Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) as of Q4 2014, up from 85 in Q3 2014.
  • Funds reported $271M of Guggenheim BulletShares 2016 Corporate Bond ETF stock for Q4 2014, down 0.5% quarter-over-quarter.
  • 24 funds opened new Guggenheim BulletShares 2016 Corporate Bond ETF positions in Q4 2014 and 5 closed out, a net change of +19 holders.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF buyer in Q4 2014 was Bluefin Capital Management, an estimated $4.9M added.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF seller in Q4 2014 was Argentus Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2014.