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BSCH

Guggenheim BulletShares 2017 Corporate Bond ETF

Delisted

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

73 hedge funds and large institutions have $242M invested in Guggenheim BulletShares 2017 Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

15% more capital invested

Capital invested by funds: $209M → $242M (+$32.3M)

14% more funds holding

Funds holding: 6473 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
33
Reduced
13
Closed
4
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
$33.6M +$8.28M +361,867 +33%
CA
2
Capital Advantage
California
$27.4M +$1.07M +46,938 +4%
U
3
UBS
Switzerland
$22.8M -$2.25M -98,268 -9%
Morgan Stanley
4
Morgan Stanley
New York
$19.3M +$3.1M +135,522 +19%
DC
5
Davenport & Co
Virginia
$17.2M +$3.65M +159,469 +27%
EA
6
Evanston Advisors
Illinois
$14.1M +$224K +9,775 +2%
Wells Fargo
7
Wells Fargo
California
$13.5M +$1.14M +49,805 +9%
SEIA
8
Signature Estate & Investment Advisors
California
$9.31M +$1.59M +69,345 +21%
EB
9
Eastern Bank
Massachusetts
$7.06M +$270K +11,782 +4%
LW
10
Linscomb Wealth
Texas
$6.56M -$401K -17,524 -6%
HCM
11
Hengehold Capital Management
Ohio
$5.29M +$346K +15,107 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.42M -$3.77K -165 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.8M +$123K +5,358 +3%
CC
14
Courier Capital
New York
$3.48M +$138K +6,037 +4%
RBCM
15
Raub Brock Capital Management
California
$3.46M +$157K +6,846 +5%
GI
16
Gradient Investments
Minnesota
$3.29M +$623K +27,215 +23%
UCFA
17
United Capital Financial Advisors
Texas
$3.24M +$2.48M +108,536 +331%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.07M +$2.1M +91,781 +217%
Ameriprise
19
Ameriprise
Minnesota
$2.8M +$178K +7,781 +7%
EWM
20
Empirical Wealth Management
Washington
$2.44M +$179K +7,825 +8%
AP
21
Atwood & Palmer
Missouri
$2.42M +$2.41M +105,490 New
LPT
22
Legacy Private Trust
Wisconsin
$2.42M +$642K +28,065 +36%
LPL Financial
23
LPL Financial
California
$2.32M +$237K +10,366 +11%
CIM
24
Confluence Investment Management
Missouri
$2.22M +$46.8K +2,047 +2%
PFM
25
PacWest Financial Management
Arizona
$1.73M +$155K +6,777 +10%

BSCH Hedge Fund Activity: Q2 2014 in Review

73 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) for Q2 2014, worth a combined $242M — up 15% from $209M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCH positions and 4 closed out — a net gain of 10 holders — while 33 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $8.28M. The largest seller was UBS, cutting an estimated $2.25M.

  • 73 institutional investors held Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) as of Q2 2014, up from 64 in Q1 2014.
  • Funds reported $242M of Guggenheim BulletShares 2017 Corporate Bond ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 14 funds opened new Guggenheim BulletShares 2017 Corporate Bond ETF positions in Q2 2014 and 4 closed out, a net change of +10 holders.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF buyer in Q2 2014 was Bank of America, an estimated $8.28M added.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF seller in Q2 2014 was UBS, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2014.