Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
BSCH was delisted on the 28th of December, 2017.
127 hedge funds and large institutions have $445M invested in Guggenheim BulletShares 2017 Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 47 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
6% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 47
1% more funds holding
Funds holding: 126 → 127 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less capital invested
Capital invested by funds: $447M → $445M (-$2.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$6.96M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
+$3.38M |
| 3 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
+$2.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.32M |
| 5 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$8.25M |
| 2 |
Jane Street
New York
|
-$6.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.82M |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.28M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
126
Vantage Investment Advisors
State College,
Pennsylvania
| $4K | – | – | – |
|
|
WP
127
WealthSource Partners
San Luis Obispo,
California
| – | -$861K | -37,832 | Closed |
|
|
SCM
128
Southport Capital Management
Chattanooga,
Tennessee
| – | -$627K | -27,558 | Closed |
|
|
SBL
129
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$514K | -22,588 | Closed |
|
|
I2I
130
Insight 2811 Inc
Chicago,
Illinois
| – | -$299K | -13,113 | Closed |
|
|
WI
131
Wintrust Investments
Chicago,
Illinois
| – | -$41K | -9,518 | Closed |
|
|
PMG
132
ProVise Management Group
Clearwater,
Florida
| – | -$213K | -9,340 | Closed |
|
133
First Manhattan
New York
| – | -$198K | -8,700 | Closed |
|
|
EK
134
Evensky & Katz
Coral Gables,
Florida
| – | -$32K | -1,424 | Closed |
|
|
JFA
135
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$14K | -600 | Closed |
|
BSCH Hedge Fund Activity: Q3 2016 in Review
127 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) for Q3 2016, worth a combined $445M — down 0.52% from $447M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BSCH positions and 9 closed out — a net gain of 1 holder — while 50 added to existing stakes and 47 trimmed.
The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $6.96M. The largest seller was Apriem Advisors, cutting an estimated $8.25M.
- 127 institutional investors held Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) as of Q3 2016, up from 126 in Q2 2016.
- Funds reported $445M of Guggenheim BulletShares 2017 Corporate Bond ETF stock for Q3 2016, down 0.52% quarter-over-quarter.
- 10 funds opened new Guggenheim BulletShares 2017 Corporate Bond ETF positions in Q3 2016 and 9 closed out, a net change of +1 holder.
- The largest Guggenheim BulletShares 2017 Corporate Bond ETF buyer in Q3 2016 was Financial & Investment Management Group, an estimated $6.96M added.
- The largest Guggenheim BulletShares 2017 Corporate Bond ETF seller in Q3 2016 was Apriem Advisors, an estimated $8.25M sold.
Based on aggregated 13F filings for Q3 2016.