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BSCH

Guggenheim BulletShares 2017 Corporate Bond ETF

Delisted

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

104 hedge funds and large institutions have $327M invested in Guggenheim BulletShares 2017 Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

16% more funds holding

Funds holding: 90104 (+14)

10% more capital invested

Capital invested by funds: $297M → $327M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
47
Reduced
19
Closed
5
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
$29.5M -$4.15M -182,254 -12%
Morgan Stanley
2
Morgan Stanley
New York
$25.1M +$3.93M +172,629 +19%
DC
3
Davenport & Co
Virginia
$21.9M +$1.81M +79,250 +9%
UBS Group
4
UBS Group
Switzerland
$18.6M -$1.5M -65,979 -7%
Wells Fargo
5
Wells Fargo
California
$17.2M +$3.81M +167,394 +28%
CA
6
Capital Advantage
California
$17.2M -$9.96M -437,055 -35%
EA
7
Evanston Advisors
Illinois
$15.7M +$1.06M +46,468 +7%
SEIA
8
Signature Estate & Investment Advisors
California
$14.9M +$1.59M +69,694 +12%
UCFA
9
United Capital Financial Advisors
Texas
$10.6M +$2.76M +121,150 +35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.3M +$2.74M +120,439 +36%
MFWM
11
Motley Fool Wealth Management
Virginia
$9.65M +$9.63M +422,568 New
EB
12
Eastern Bank
Massachusetts
$8.22M +$657K +28,826 +9%
LW
13
Linscomb Wealth
Texas
$7.03M -$107K -4,708 -2%
VCM
14
Vigilant Capital Management
Maine
$6.57M +$3.16M +138,799 +93%
WI
15
WBI Investments
New Jersey
$6.07M -$49.7K -2,181 -0.8%
IF
16
Ironwood Financial
Arizona
$6M +$4.23M +185,525 +241%
CC
17
Courier Capital
New York
$5.91M +$1.09M +47,677 +23%
HCM
18
Hengehold Capital Management
Ohio
$5.33M +$208K +9,116 +4%
DADC
19
D.A. Davidson & Co
Montana
$4.99M +$4.98M +218,523 New
AP
20
Atwood & Palmer
Missouri
$4.56M +$228K +10,025 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.85M -$228K -10,009 -6%
SIA
22
Stancorp Investment Advisers
Oregon
$3.76M -$114K -4,993 -3%
RBCM
23
Raub Brock Capital Management
California
$3.6M -$198K -8,707 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.27M +$284K +12,452 +10%
GI
25
Gradient Investments
Minnesota
$3.08M -$487K -21,379 -14%

BSCH Hedge Fund Activity: Q1 2015 in Review

104 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) for Q1 2015, worth a combined $327M — up 10% from $297M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCH positions and 5 closed out — a net gain of 15 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $9.63M. The largest seller was Capital Advantage, cutting an estimated $9.96M.

  • 104 institutional investors held Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) as of Q1 2015, up from 90 in Q4 2014.
  • Funds reported $327M of Guggenheim BulletShares 2017 Corporate Bond ETF stock for Q1 2015, up 10% quarter-over-quarter.
  • 20 funds opened new Guggenheim BulletShares 2017 Corporate Bond ETF positions in Q1 2015 and 5 closed out, a net change of +15 holders.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF buyer in Q1 2015 was Motley Fool Wealth Management, an estimated $9.63M added.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF seller in Q1 2015 was Capital Advantage, an estimated $9.96M sold.

Based on aggregated 13F filings for Q1 2015.