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ULQ

CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ

Delisted

ULQ was delisted on the 31st of May, 2011.

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87 hedge funds and large institutions have $481M invested in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

9% more capital invested

Capital invested by funds: $442M → $481M (+$38.5M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
14
Increased
44
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$40.3M
2
PAG
Pinnacle Advisory Group
Maryland
+$13.7M
3
Morgan Stanley
Morgan Stanley
New York
+$5.94M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$5.56M
5
SWP
Stratos Wealth Partners
Ohio
+$4.25M

Top Sellers

Rank Fund Capital Flow
1
AIM
Astor Investment Management
Illinois
-$13.6M
2
Wells Fargo
Wells Fargo
California
-$8.51M
3
RJA
Raymond James & Associates
Florida
-$4.43M
4
CAL
Capital Analysts LLC
Pennsylvania
-$4.02M
5
Citadel Advisors
Citadel Advisors
Florida
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$90K +$90K +1,800 New
Citigroup
77
Citigroup
New York
$71K +$50K +1,000 +239%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$69K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
GI
80
Gradient Investments
Minnesota
$11K +$6.95K +144 +171%
ASN
81
Advisory Services Network
Georgia
$9K +$9K +180 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$5K – – –
NR
83
Newfound Research
Massachusetts
$3K +$591 +13 +25%
AP
84
Advisors Preferred
Maryland
$2.62K +$708 +14,090 +37%
HCA
85
Harbour Capital Advisors
Virginia
$1K +$1K +20 New
RA
86
Rational Advisors
New York
$1K +$1K +10 New
CAL
87
Capital Analysts LLC
Pennsylvania
– -$4.02M -80,253 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$4M -79,871 Closed
SS
89
Simplicity Solutions
Minnesota
– -$1.44M -28,818 Closed
AWM
90
AE Wealth Management
Kansas
– -$1.32M -26,338 Closed
VKH
91
Virtu KCG Holdings
New York
– -$1.29M -25,674 Closed
WCM
92
Weatherstone Capital Management
Colorado
– -$465K -9,282 Closed
AA
93
Ancora Advisors
Ohio
– -$363K -7,250 Closed
BWL
94
Bogart Wealth LLC
Virginia
– -$285K -5,683 Closed
ACM
95
Aviance Capital Management
Florida
– -$207K -4,131 Closed
PMG
96
ProVise Management Group
Florida
– -$200K -3,985 Closed
NFG
97
Next Financial Group
Texas
– -$63K -1,250 Closed
Creative Planning
98
Creative Planning
Kansas
– -$47K -931 Closed
US Bancorp
99
US Bancorp
Minnesota
– -$22K -445 Closed
BAM
100
Bruderman Asset Management
New York
– -$10K -200 Closed
1 2 3
4

ULQ Hedge Fund Activity: Q1 2017 in Review

87 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) for Q1 2017, worth a combined $481M — up 8.7% from $442M a quarter earlier.

Fund positioning in ULQ was balanced in Q1 2017: 14 funds opened new positions, 14 closed out, 44 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $40.3M. The largest seller was Astor Investment Management, cutting an estimated $13.6M.

  • 87 institutional investors held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) as of Q1 2017, down from 88 in Q4 2016.
  • Funds reported $481M of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF stock for Q1 2017, up 8.7% quarter-over-quarter.
  • 14 funds opened new CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF positions in Q1 2017 and 14 closed out, a net change of 0 holders.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF buyer in Q1 2017 was Guggenheim Capital, an estimated $40.3M added.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF seller in Q1 2017 was Astor Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2017.