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BSCG

Guggenheim BulletShares 2016 Corporate Bond ETF

Delisted

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

103 hedge funds and large institutions have $221M invested in Guggenheim BulletShares 2016 Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 106103 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

19% less capital invested

Capital invested by funds: $274M → $221M (-$52.3M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 51

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
9
Increased
28
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$22.3M +$59.4K +2,693 +0.3%
DC
2
Davenport & Co
Virginia
$19.4M -$1.27M -57,584 -6%
Wolverine Trading
3
Wolverine Trading
Illinois
$15.6M +$6.81M +308,583 +78%
Wells Fargo
4
Wells Fargo
California
$14.8M -$8.56M -388,154 -37%
EA
5
Evanston Advisors
Illinois
$13.3M -$11.3K -512 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$10.1M -$2.42M -109,568 -19%
Bank of America
7
Bank of America
North Carolina
$8.64M -$643K -29,165 -7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$8.37M -$5.31M -240,676 -39%
BCM
9
Bluefin Capital Management
New York
$8.17M +$113K +5,125 +1%
CC
10
Courier Capital
New York
$7.94M -$285K -12,917 -3%
Jane Street
11
Jane Street
New York
$6.84M -$3.15M -142,785 -32%
HCM
12
Hengehold Capital Management
Ohio
$6.19M +$96K +4,355 +2%
SAMC
13
Spectrum Asset Management (California)
California
$5.52M -$2.12M -96,264 -28%
UBS Group
14
UBS Group
Switzerland
$5.47M -$7.53M -341,256 -58%
DADC
15
D.A. Davidson & Co
Montana
$4.2M -$42K -1,903 -1%
FIMG
16
Financial & Investment Management Group
Michigan
$3.55M +$3.55M +161,022 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.53M +$151K +6,858 +4%
FIM
18
Freedom Investment Management
Connecticut
$2.64M -$17.7K -801 -0.7%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$2.55M -$65.8K -2,983 -3%
ADL
20
Asset Dedication LLC
California
$2.53M -$47.2K -2,142 -2%
AP
21
Advisors Preferred
Maryland
$2.43M +$878K +39,790 +56%
BMM
22
Buffington Mohr McNeal
Idaho
$2.35M -$75.8K -3,435 -3%
UCFA
23
United Capital Financial Advisors
Texas
$2.32M +$75.6K +3,427 +3%
VCM
24
Vigilant Capital Management
Maine
$2.15M -$1.99M -90,228 -48%
CCM
25
Cribstone Capital Management
Maine
$2.13M -$142K -6,447 -6%

BSCG Hedge Fund Activity: Q3 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) for Q3 2016, worth a combined $221M — down 19% from $274M 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 28 added.

The largest buyer was Wolverine Trading, adding an estimated $6.81M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $12.2M sold.

  • 103 institutional investors held Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) as of Q3 2016, down from 106 in Q2 2016.
  • Funds reported $221M of Guggenheim BulletShares 2016 Corporate Bond ETF stock for Q3 2016, down 19% quarter-over-quarter.
  • 9 funds opened new Guggenheim BulletShares 2016 Corporate Bond ETF positions in Q3 2016 and 11 closed out, a net change of -2 holders.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF buyer in Q3 2016 was Wolverine Trading, an estimated $6.81M added.
  • The largest Guggenheim BulletShares 2016 Corporate Bond ETF seller in Q3 2016 was BerganKDV Wealth Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2016.