GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
BSJF was delisted on the 30th of December, 2015.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$38.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.1M |
| 3 |
FAG
Financial Advisory Group
Houston,
Texas
|
+$12.7M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$8.67M |
| 5 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
-$12.9M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$10.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$7.6M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.54M |
| 5 |
Morgan Stanley
New York
|
-$2.86M |
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.