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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
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$471K -$234K -8,900 -33%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$446K +$182K +6,907 +67%
WCF
53
West Coast Financial
California
$431K – – –
SWM
54
Segment Wealth Management
Texas
$424K – – –
RJA
55
Raymond James & Associates
Florida
$418K +$12.5K +474 +3%
M&T Bank
56
M&T Bank
New York
$405K -$46.1K -1,749 -10%
CS
57
Credit Suisse
Switzerland
$391K – – –
CFA
58
Cahill Financial Advisors
Minnesota
$354K +$28K +1,065 +8%
RT
59
Reliance Trust
Georgia
$352K – – –
SIAS
60
Shine Investment Advisory Services
Colorado
$347K -$12.9M -491,692 -97%
SWP
61
Stratos Wealth Partners
Ohio
$331K +$337K +12,805 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$329K – – –
RFS
63
Rockefeller Financial Services
New York
$317K – – –
Deutsche Bank
64
Deutsche Bank
Germany
$309K +$53.8K +2,044 +21%
ICOA
65
Investment Centers of America
North Dakota
$263K +$265K +10,055 New
BCA
66
Benchmark Capital Advisors
New York
$207K – – –
PI
67
Placemark Investments
Illinois
$202K +$206K +7,806 New
Stifel Financial
68
Stifel Financial
Missouri
$200K -$7.6M -288,607 -97%
BRWM
69
B. Riley Wealth Management
Tennessee
$191K – – –
OIA
70
Optimum Investment Advisors
Illinois
$128K -$59.6K -2,265 -31%
GWS
71
Glassman Wealth Services
Virginia
$98K +$100K +3,803 New
AC
72
Alexandria Capital
Virginia
$77K – – –
LNB
73
Ledyard National Bank
$58K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$50K +$51.4K +1,950 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$44K – – –
1 2
3
4

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.