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BSCH

Guggenheim BulletShares 2017 Corporate Bond ETF

Delisted

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

113 hedge funds and large institutions have $526M invested in Guggenheim BulletShares 2017 Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

15% more capital invested

Capital invested by funds: $457M → $526M (+$69.4M)

11% more funds holding

Funds holding: 102113 (+11)

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.22%
New
18
Increased
44
Reduced
38
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Apriem Advisors
California
$60.9M +$60.3M +2,656,146 +9,838%
RIG
2
RiverFront Investment Group
Virginia
$58.8M +$1.09M +48,118 +2%
CA
3
Capital Advantage
California
$28.4M +$910K +40,063 +3%
Bank of America
4
Bank of America
North Carolina
$27.4M +$1.67M +73,561 +6%
UBS Group
5
UBS Group
Switzerland
$25.7M +$5.46M +240,248 +27%
DC
6
Davenport & Co
Virginia
$25.3M +$1.71M +75,137 +7%
Wells Fargo
7
Wells Fargo
California
$24.3M +$6.19M +272,519 +34%
Morgan Stanley
8
Morgan Stanley
New York
$23.9M -$2.24M -98,668 -9%
VKH
9
Virtu KCG Holdings
New York
$23.8M +$23.3M +1,025,308 +4,755%
MFWM
10
Motley Fool Wealth Management
Virginia
$20.6M +$6.79M +299,091 +49%
UCFA
11
United Capital Financial Advisors
Texas
$15.5M +$600K +26,418 +4%
EA
12
Evanston Advisors
Illinois
$14.8M -$986K -43,389 -6%
RJA
13
Raymond James & Associates
Florida
$11.7M +$1.09M +48,135 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.9M +$1.15M +50,633 +12%
CWM
15
Concert Wealth Management
California
$10.4M -$1.76M -77,506 -14%
VCM
16
Vigilant Capital Management
Maine
$9.03M +$882K +38,816 +11%
EB
17
Eastern Bank
Massachusetts
$8.69M +$231K +10,164 +3%
LW
18
Linscomb Wealth
Texas
$6.58M -$239K -10,529 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.38M +$6.4M +281,804 New
IF
20
Ironwood Financial
Arizona
$6.16M -$26.2K -1,154 -0.4%
CC
21
Courier Capital
New York
$6.14M +$100K +4,401 +2%
BTS
22
BB&T Securities
Virginia
$5.57M +$664K +29,238 +14%
AP
23
Atwood & Palmer
Missouri
$5.36M +$304K +13,375 +6%
HCM
24
Hengehold Capital Management
Ohio
$5.27M -$107K -4,695 -2%
RBCM
25
Raub Brock Capital Management
California
$3.79M -$2.82K -124 -0.1%

BSCH Hedge Fund Activity: Q3 2015 in Review

113 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) for Q3 2015, worth a combined $526M — up 15% from $457M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSCH positions and 5 closed out — a net gain of 13 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Apriem Advisors, adding an estimated $60.3M. The largest seller was WBI Investments, exiting entirely with an estimated $24.2M sold.

  • 113 institutional investors held Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) as of Q3 2015, up from 102 in Q2 2015.
  • Funds reported $526M of Guggenheim BulletShares 2017 Corporate Bond ETF stock for Q3 2015, up 15% quarter-over-quarter.
  • 18 funds opened new Guggenheim BulletShares 2017 Corporate Bond ETF positions in Q3 2015 and 5 closed out, a net change of +13 holders.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF buyer in Q3 2015 was Apriem Advisors, an estimated $60.3M added.
  • The largest Guggenheim BulletShares 2017 Corporate Bond ETF seller in Q3 2015 was WBI Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2015.