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BSCH

Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH

Delisted

BSCH was delisted on the 28th of December, 2017.

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128 hedge funds and large institutions have $300M invested in Guggenheim BulletShares 2017 Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 135 → 128 (-7)

19% less capital invested

Capital invested by funds: $368M → $300M (-$68.7M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

47% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 57

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
128
Holders Change
-7
Holders Change %
-5.19%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
9
Increased
30
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$5.7M
2
ADL
Asset Dedication LLC
California
+$975K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$799K
4
MFWM
Motley Fool Wealth Management
Virginia
+$798K
5
CG
Colony Group
Massachusetts
+$644K

Top Sellers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
-$20.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.24M
4
AP
Atwood & Palmer
Missouri
-$4.82M
5
BC
Barnett & Company
Tennessee
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
101
Legacy Capital Partners
Wisconsin
$214K – – –
HCM
102
Harvest Capital Management
New Hampshire
$207K -$61K -2,699 -23%
WI
103
Wintrust Investments
Illinois
$203K +$204K +9,000 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$198K +$23 +1 +0%
US Bancorp
105
US Bancorp
Minnesota
$147K – – –
NEAM
106
New England Asset Management
Connecticut
$140K – – –
PWM
107
Perigon Wealth Management
California
$112K -$70.5K -3,120 -39%
NFG
108
Next Financial Group
Texas
$93K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$76K – – –
PA
110
Parallel Advisors
California
$65K – – –
NIC
111
Northwest Investment Counselors
Oregon
$65K +$65.4K +2,894 New
ST
112
Smithfield Trust
Pennsylvania
$63K – – –
GI
113
Gradient Investments
Minnesota
$60K -$957K -42,338 -94%
NA
114
NewEdge Advisors
Louisiana
$58.1K +$58.1K +2,571 New
FPFS
115
First Personal Financial Services
North Carolina
$56K – – –
SF
116
Synovus Financial
Georgia
$42K -$45.2K -2,000 -52%
AWMS
117
Advocacy Wealth Management Services
Georgia
$34K – – –
VNA
118
Valley National Advisers
Pennsylvania
$29K -$1.97K -87 -6%
ASN
119
Advisory Services Network
Georgia
$23K +$22.6K +1,000 New
TIM
120
Tortoise Investment Management
New York
$19K +$19.2K +850 New
WA
121
Winfield Associates
Ohio
$16K – – –
CFA
122
Carroll Financial Associates
North Carolina
$10K – – –
FFW
123
Fusion Family Wealth
New York
$10K – – –
BFEC
124
Benjamin F. Edwards & Company
Missouri
$5K – – –
SIAS
125
Shine Investment Advisory Services
Colorado
$5K +$4.97K +220 New
2 3 4
5
6

BSCH Hedge Fund Activity: Q2 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) for Q2 2017, worth a combined $300M — down 19% from $368M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BSCH and 9 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 30 added.

The largest buyer was Financial & Investment Management Group, adding an estimated $5.7M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $20.7M sold.

  • 128 institutional investors held Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) as of Q2 2017, down from 135 in Q1 2017.
  • Funds reported $300M of Guggenheim BulletShares 2017 Corporate Bond ETF stock for Q2 2017, down 19% quarter-over-quarter.
  • 9 funds opened new Guggenheim BulletShares 2017 Corporate Bond ETF positions in Q2 2017 and 15 closed out, a net change of -6 holders.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF buyer in Q2 2017 was Financial & Investment Management Group, an estimated $5.7M added.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF seller in Q2 2017 was BerganKDV Wealth Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2017.