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BSCG

Guggenheim BulletShares 2016 Corporate Bond ETF

Delisted

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

106 hedge funds and large institutions have $274M invested in Guggenheim BulletShares 2016 Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 109106 (-3)

18% less capital invested

Capital invested by funds: $333M → $274M (-$59.6M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

43% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 51

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
9
Increased
29
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$23.3M -$222K -10,056 -0.9%
MFWM
2
Motley Fool Wealth Management
Virginia
$22.2M +$855K +38,763 +4%
DC
3
Davenport & Co
Virginia
$20.7M -$696K -31,551 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13.7M -$8.89M -403,155 -39%
EA
5
Evanston Advisors
Illinois
$13.3M -$113K -5,128 -0.8%
UBS Group
6
UBS Group
Switzerland
$13M +$628K +28,500 +5%
Morgan Stanley
7
Morgan Stanley
New York
$12.5M -$3.13M -142,170 -20%
BWM
8
BerganKDV Wealth Management
Minnesota
$12.2M +$7.75M +351,525 +173%
Jane Street
9
Jane Street
New York
$9.98M +$6.74M +305,664 +208%
Bank of America
10
Bank of America
North Carolina
$9.28M -$4.36M -197,591 -32%
Wolverine Trading
11
Wolverine Trading
Illinois
$8.74M +$8.75M +396,899 New
CC
12
Courier Capital
New York
$8.22M -$103K -4,678 -1%
BCM
13
Bluefin Capital Management
New York
$8.05M +$564K +25,559 +8%
SAMC
14
Spectrum Asset Management (California)
California
$7.63M -$808K -36,640 -10%
HCM
15
Hengehold Capital Management
Ohio
$6.09M -$104K -4,719 -2%
AP
16
Atwood & Palmer
Missouri
$4.97M -$960K -43,525 -16%
DADC
17
D.A. Davidson & Co
Montana
$4.24M +$78.5K +3,562 +2%
VCM
18
Vigilant Capital Management
Maine
$4.13M -$1.45M -65,899 -26%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.37M -$79.9K -3,626 -2%
PNC
20
Park National Corp
Ohio
$3.07M -$82.4K -3,737 -3%
VKH
21
Virtu KCG Holdings
New York
$2.92M -$1M -45,544 -26%
FIM
22
Freedom Investment Management
Connecticut
$2.66M +$46.3K +2,099 +2%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$2.61M +$284K +12,863 +12%
ADL
24
Asset Dedication LLC
California
$2.57M +$394K +17,888 +18%
AA
25
Apriem Advisors
California
$2.46M -$3.68M -166,868 -60%

BSCG Hedge Fund Activity: Q2 2016 in Review

106 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) for Q2 2016, worth a combined $274M — down 18% from $333M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BSCG and 9 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 29 added.

The largest buyer was BerganKDV Wealth Management, adding an estimated $7.75M. The largest seller was Capital Advantage, cutting an estimated $31.2M.

  • 106 institutional investors held Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) as of Q2 2016, down from 109 in Q1 2016.
  • Funds reported $274M of Guggenheim BulletShares 2016 Corporate Bond ETF stock for Q2 2016, down 18% quarter-over-quarter.
  • 9 funds opened new Guggenheim BulletShares 2016 Corporate Bond ETF positions in Q2 2016 and 11 closed out, a net change of -2 holders.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF buyer in Q2 2016 was BerganKDV Wealth Management, an estimated $7.75M added.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF seller in Q2 2016 was Capital Advantage, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2016.