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BSJF

GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF

Delisted

BSJF was delisted on the 30th of December, 2015.

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84 hedge funds and large institutions have $640M invested in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

14% more capital invested

Capital invested by funds: $563M → $640M (+$76.8M)

12% more funds holding

Funds holding: 75 → 84 (+9)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
18
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$38.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.1M
3
FAG
Financial Advisory Group
Texas
+$12.7M
4
VKH
Virtu KCG Holdings
New York
+$8.67M
5
GHA
GW Henssler & Associates
Georgia
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
SIAS
Shine Investment Advisory Services
Colorado
-$12.9M
2
BCM
Bluefin Capital Management
New York
-$10.2M
3
Stifel Financial
Stifel Financial
Missouri
-$7.6M
4
GC
Guggenheim Capital
Illinois
-$3.54M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
26
Pring Turner Capital Group
California
$3.73M -$56.7K -2,153 -1%
CIC
27
Carnegie Investment Counsel
Ohio
$3.56M -$378K -14,363 -9%
LPL Financial
28
LPL Financial
California
$3.41M -$679K -25,798 -16%
PFS
29
Prospera Financial Services
Texas
$3.1M -$135K -5,139 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.45M +$31.8K +1,208 +1%
DBT
31
Dubuque Bank & Trust
Iowa
$2.37M +$126K +4,790 +6%
Verition Fund Management
32
Verition Fund Management
Connecticut
$2.35M +$2.39M +90,717 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.2M -$375K -14,245 -14%
Ameriprise
34
Ameriprise
Minnesota
$1.99M -$153K -5,824 -7%
CAL
35
Capital Advisors Ltd
Ohio
$1.5M +$6.53K +248 +0.4%
CWM
36
Confluence Wealth Management
Oregon
$1.47M +$223K +8,480 +18%
DC
37
Davenport & Co
Virginia
$1.32M -$413K -15,685 -24%
TC
38
Taylor Cottrill
New Hampshire
$1.32M +$78.3K +2,973 +6%
PIM
39
Parasol Investment Management
Illinois
$1.19M +$11.7K +445 +1%
AIG
40
American International Group
New York
$1.12M +$63.8K +2,423 +6%
HighTower Advisors
41
HighTower Advisors
Illinois
$824K -$51.8K -1,966 -6%
EWM
42
Empirical Wealth Management
Washington
$773K -$9.27K -352 -1%
WP
43
WMS Partners
Maryland
$698K – – –
SCM
44
Saba Capital Management
New York
$681K +$239K +9,063 +52%
SPC
45
Sigma Planning Corp
Michigan
$623K +$634K +24,086 New
LNC
46
Lincoln National Corp
Pennsylvania
$575K – – –
SB
47
Suntrust Banks
Georgia
$568K +$71.7K +2,723 +14%
FWM
48
Frontier Wealth Management
Missouri
$551K +$561K +21,313 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$529K -$471K -17,879 -47%
CBN
50
Cadence Bank NA
Texas
$508K -$10.5K -400 -2%
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BSJF Hedge Fund Activity: Q4 2014 in Review

84 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) for Q4 2014, worth a combined $640M — up 14% from $563M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSJF positions and 8 closed out — a net gain of 10 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $38.6M. The largest seller was Shine Investment Advisory Services, cutting an estimated $12.9M.

  • 84 institutional investors held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) as of Q4 2014, up from 75 in Q3 2014.
  • Funds reported $640M of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF stock for Q4 2014, up 14% quarter-over-quarter.
  • 18 funds opened new GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF positions in Q4 2014 and 8 closed out, a net change of +10 holders.
  • The largest GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $38.6M added.
  • The largest GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF seller in Q4 2014 was Shine Investment Advisory Services, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2014.