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BSJE

GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE

Delisted

BSJE was delisted on the 30th of December, 2014.

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54 hedge funds and large institutions have $201M invested in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $167M → $201M (+$33.7M)

8% more funds holding

Funds holding: 50 → 54 (+4)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
25
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$26.3M
2
Bank of America
Bank of America
North Carolina
+$5.32M
3
U
UBS
Switzerland
+$3.62M
4
PFM
PacWest Financial Management
Arizona
+$1.7M
5
CC
Courier Capital
New York
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
-$2M
2
VKH
Virtu KCG Holdings
New York
-$1.78M
3
Jane Street
Jane Street
New York
-$1.76M
4
Morgan Stanley
Morgan Stanley
New York
-$1.56M
5
GI
Gradient Investments
Minnesota
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$602K +$100K +3,752 +20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$579K -$175K -6,533 -23%
CBN
28
Cadence Bank NA
Texas
$511K -$39.8K -1,488 -7%
FF
29
Friedenthal Financial
New Jersey
$460K +$461K +17,231 New
FAG
30
Financial Advisory Group
Texas
$405K +$407K +15,200 New
TC
31
Taylor Cottrill
New Hampshire
$392K +$393K +14,700 New
SWM
32
Segment Wealth Management
Texas
$343K – – –
RFS
33
Rockefeller Financial Services
New York
$329K +$330K +12,327 New
RT
34
Reliance Trust
Georgia
$326K -$4.95K -185 -1%
SFG
35
SNS Financial Group
Minnesota
$324K +$72.3K +2,700 +29%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$296K +$57.6K +2,152 +24%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$241K -$268 -10 -0.1%
SI
38
Stephens Inc
Arkansas
$215K – – –
BUB
39
BBVA USA Bancshares
Texas
$212K +$213K +7,950 New
OIA
40
Optimum Investment Advisors
Illinois
$178K +$4.42K +165 +3%
DBT
41
Dubuque Bank & Trust
Iowa
$144K -$27.2K -1,015 -16%
Deutsche Bank
42
Deutsche Bank
Germany
$106K -$106K -3,975 -50%
PTC
43
Private Trust Company
Ohio
$106K +$214 +8 +0.2%
PO
44
Private Ocean
California
$102K +$103K +3,832 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$73K – – –
LNB
46
Ledyard National Bank
$70K – – –
AC
47
Alexandria Capital
Virginia
$51K – – –
Citigroup
48
Citigroup
New York
$23K – – –
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$17K +$8.35K +312 +100%
WF
50
WealthTrust Fairport
Ohio
$11K – – –
1
2
3

BSJE Hedge Fund Activity: Q4 2013 in Review

54 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) for Q4 2013, worth a combined $201M — up 20% from $167M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSJE positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $26.3M. The largest seller was Linscomb Wealth, cutting an estimated $2M.

  • 54 institutional investors held GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF (BSJE) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $201M of GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF stock for Q4 2013, up 20% quarter-over-quarter.
  • 9 funds opened new GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF positions in Q4 2013 and 4 closed out, a net change of +5 holders.
  • The largest GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF buyer in Q4 2013 was Guggenheim Capital, an estimated $26.3M added.
  • The largest GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF seller in Q4 2013 was Linscomb Wealth, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2013.