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BSJG

Guggenheim BulletShares 2016 High Yield Corporate Bond ETF

Delisted

BSJG was delisted on the 29th of December, 2016.

81 hedge funds and large institutions have $155M invested in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 54 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 8781 (-6)

27% less capital invested

Capital invested by funds: $213M → $155M (-$57.6M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

76% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 54

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
13
Reduced
54
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$25.8M +$2.93M +113,670 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.7M +$2.08M +80,651 +11%
SG Americas Securities
3
SG Americas Securities
New York
$8.93M +$6.64M +257,323 +291%
Wells Fargo
4
Wells Fargo
California
$7.07M -$5.28M -204,501 -43%
Morgan Stanley
5
Morgan Stanley
New York
$6.56M -$3.05M -118,244 -32%
MFWM
6
Motley Fool Wealth Management
Virginia
$6.33M +$6.42K +249 +0.1%
SAM
7
Summit Asset Management
Tennessee
$5.53M -$371K -14,382 -6%
Bank of America
8
Bank of America
North Carolina
$5.42M -$442K -17,119 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.77M +$699K +27,074 +17%
TC
10
Telemus Capital
Michigan
$4.63M -$2.37M -91,697 -34%
BCM
11
Bluefin Capital Management
New York
$3.9M
Wolverine Trading
12
Wolverine Trading
Illinois
$3.46M -$3.15M -121,926 -48%
CC
13
Courier Capital
New York
$3.01M -$89.3K -3,461 -3%
LPL Financial
14
LPL Financial
California
$2.84M -$169K -6,539 -6%
UBS Group
15
UBS Group
Switzerland
$2.82M -$3.18M -123,117 -53%
PFS
16
Prospera Financial Services
Texas
$2.73M -$192K -7,431 -7%
DADC
17
D.A. Davidson & Co
Montana
$2.17M -$7.41K -287 -0.3%
GIA
18
GHP Investment Advisors
Colorado
$2.09M -$5.47K -212 -0.3%
FIM
19
Freedom Investment Management
Connecticut
$1.94M -$183K -7,077 -9%
Ameriprise
20
Ameriprise
Minnesota
$1.82M -$1.08M -41,760 -37%
CAL
21
Capital Advisors Ltd
Ohio
$1.59M -$17K -659 -1%
VKH
22
Virtu KCG Holdings
New York
$1.58M -$119K -4,619 -7%
WP
23
WealthSource Partners
California
$1.29M
IF
24
Ironwood Financial
Arizona
$1.27M -$416K -16,113 -25%
SPC
25
Sigma Planning Corp
Michigan
$1.25M -$52.9K -2,052 -4%

BSJG Hedge Fund Activity: Q3 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) for Q3 2016, worth a combined $155M — down 27% from $213M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BSJG and 4 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 13 added.

The largest buyer was SG Americas Securities, adding an estimated $6.64M. The largest seller was GM Advisory Group, cutting an estimated $12.4M.

  • 81 institutional investors held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) as of Q3 2016, down from 87 in Q2 2016.
  • Funds reported $155M of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF stock for Q3 2016, down 27% quarter-over-quarter.
  • 4 funds opened new Guggenheim BulletShares 2016 High Yield Corporate Bond ETF positions in Q3 2016 and 8 closed out, a net change of -4 holders.
  • The largest Guggenheim BulletShares 2016 High Yield Corporate Bond ETF buyer in Q3 2016 was SG Americas Securities, an estimated $6.64M added.
  • The largest Guggenheim BulletShares 2016 High Yield Corporate Bond ETF seller in Q3 2016 was GM Advisory Group, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2016.