Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
BSJH was delisted on the 28th of December, 2017.
52 hedge funds and large institutions have $167M invested in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
16% more funds holding
Funds holding: 45 → 52 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
24% less capital invested
Capital invested by funds: $219M → $167M (-$51.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.5M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$5.8M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$2.03M |
| 4 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$1.75M |
| 5 |
BDF
Balasa Dinverno & Foltz
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$80M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.98M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$638K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$625K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
51
Laffer Tengler Investments
Nashville,
Tennessee
| $1.1K | +$1.11K | +41 | New |
|
|
TFA
52
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
53
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$405K | -14,664 | Closed |
|
BSJH Hedge Fund Activity: Q3 2014 in Review
52 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) for Q3 2014, worth a combined $167M — down 24% from $219M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BSJH positions and 1 closed out — a net gain of 7 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.5M. The largest seller was Guggenheim Capital, cutting an estimated $80M.
- 52 institutional investors held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) as of Q3 2014, up from 45 in Q2 2014.
- Funds reported $167M of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF stock for Q3 2014, down 24% quarter-over-quarter.
- 8 funds opened new Guggenheim BulletShares 2017 High Yield Corporate Bond ETF positions in Q3 2014 and 1 closed out, a net change of +7 holders.
- The largest Guggenheim BulletShares 2017 High Yield Corporate Bond ETF buyer in Q3 2014 was Wells Fargo, an estimated $16.5M added.
- The largest Guggenheim BulletShares 2017 High Yield Corporate Bond ETF seller in Q3 2014 was Guggenheim Capital, an estimated $80M sold.
Based on aggregated 13F filings for Q3 2014.