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ULQ

CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF

Delisted

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

61 hedge funds and large institutions have $245M invested in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

13% more funds holding

Funds holding: 5461 (+7)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

72% less capital invested

Capital invested by funds: $875M → $245M (-$630M)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
13
Increased
15
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$33M
UBS Group
2
UBS Group
Switzerland
$24.1M -$8.86M -176,968 -27%
BCMO
3
Buckingham Capital Management (Ohio)
Ohio
$22.4M +$4.13M +82,502 +23%
Wells Fargo
4
Wells Fargo
California
$20.1M -$283K -5,644 -1%
AP
5
Advisors Preferred
Maryland
$17.5M +$761K +1,520 +5%
PAG
6
Pinnacle Advisory Group
Maryland
$16.4M -$51.6M -1,029,950 -76%
TCM
7
TD Capital Management
Tennessee
$16.2M -$6.08M -121,538 -27%
Morgan Stanley
8
Morgan Stanley
New York
$15.4M -$1.43M -28,541 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.9M +$8.3M +165,794 +180%
CFC
10
Coyle Financial Counsel
Illinois
$8.29M -$2.38M -47,501 -22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.51M +$7.51M +149,945 New
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$5.51M -$75.4K -1,507 -1%
GC
13
Guggenheim Capital
Illinois
$5.43M
MBT
14
Monroe Bank & Trust
Michigan
$4.89M -$456K -9,112 -9%
SGCA
15
Steel Grove Capital Advisors
Tennessee
$4.51M +$4.51M +90,038 New
Bank of America
16
Bank of America
North Carolina
$3.74M -$1.28M -25,661 -26%
CWM
17
Cabot Wealth Management
Massachusetts
$3.63M -$561K -11,215 -13%
MM
18
Main Management
California
$2.24M
VFS
19
VSR Financial Services
Kansas
$1.83M +$201K +4,020 +12%
LPL Financial
20
LPL Financial
California
$1.39M -$120K -2,402 -8%
FAAS
21
First Allied Advisory Services
California
$1.36M +$92.1K +1,839 +7%
DADC
22
D.A. Davidson & Co
Montana
$1.34M -$133K -2,664 -9%
FIM
23
Freedom Investment Management
Connecticut
$1.29M +$529K +10,577 +69%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.27M +$373K +7,452 +42%
VKH
25
Virtu KCG Holdings
New York
$1.21M +$919K +18,358 +319%

ULQ Hedge Fund Activity: Q1 2015 in Review

61 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) for Q1 2015, worth a combined $245M — down 72% from $875M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ULQ positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.3M. The largest seller was Pinnacle Advisory Group, cutting an estimated $51.6M.

  • 61 institutional investors held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) as of Q1 2015, up from 54 in Q4 2014.
  • Funds reported $245M of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF stock for Q1 2015, down 72% quarter-over-quarter.
  • 13 funds opened new CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF positions in Q1 2015 and 4 closed out, a net change of +9 holders.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $8.3M added.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF seller in Q1 2015 was Pinnacle Advisory Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2015.