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ULQ

CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF

Delisted

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

62 hedge funds and large institutions have $232M invested in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less capital invested

Capital invested by funds: $245M → $232M (-$13.1M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
11
Increased
20
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.1M +$19.1M +380,568 +95%
NYLIM
2
New York Life Investment Management
New York
$28.3M -$4.67M -93,308 -14%
BCMO
3
Buckingham Capital Management (Ohio)
Ohio
$25.7M +$3.28M +65,517 +15%
UBS Group
4
UBS Group
Switzerland
$24.7M +$616K +12,298 +3%
Bank of America
5
Bank of America
North Carolina
$14.6M +$10.8M +216,083 +290%
Morgan Stanley
6
Morgan Stanley
New York
$11.6M -$3.82M -76,312 -25%
TCM
7
TD Capital Management
Tennessee
$8.64M -$7.54M -150,537 -47%
CFC
8
Coyle Financial Counsel
Illinois
$8.2M -$91.9K -1,835 -1%
AssetMark Inc
9
AssetMark Inc
California
$6.95M +$6.95M +138,756 New
AP
10
Advisors Preferred
Maryland
$5.73M +$3.98M +79,582 +228%
GC
11
Guggenheim Capital
Illinois
$5.43M
WCM
12
Weatherstone Capital Management
Colorado
$5.26M +$5.26M +105,102 New
MBT
13
Monroe Bank & Trust
Michigan
$5.01M +$120K +2,405 +2%
SGCA
14
Steel Grove Capital Advisors
Tennessee
$4.13M -$379K -7,561 -8%
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$4.11M -$1.41M -28,094 -26%
CWM
16
Cabot Wealth Management
Massachusetts
$3.55M -$85.4K -1,705 -2%
FAAS
17
First Allied Advisory Services
California
$2.49M +$1.12M +22,444 +82%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.37M +$2.37M +47,348 New
MM
19
Main Management
California
$2.25M
CAL
20
Capital Analysts LLC
Pennsylvania
$2.18M +$2.18M +43,620 New
VFS
21
VSR Financial Services
Kansas
$1.83M +$3.31K +66 +0.2%
LPL Financial
22
LPL Financial
California
$1.58M +$191K +3,818 +14%
DADC
23
D.A. Davidson & Co
Montana
$1.46M +$125K +2,488 +9%
PAM
24
Peak Asset Management
Colorado
$1.34M +$922K +18,422 +219%
FIM
25
Freedom Investment Management
Connecticut
$1.24M -$53.2K -1,061 -4%

ULQ Hedge Fund Activity: Q2 2015 in Review

62 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) for Q2 2015, worth a combined $232M — down 5.3% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ULQ positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.1M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $16.4M sold.

  • 62 institutional investors held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) as of Q2 2015, up from 61 in Q1 2015.
  • Funds reported $232M of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF stock for Q2 2015, down 5.3% quarter-over-quarter.
  • 11 funds opened new CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF positions in Q2 2015 and 10 closed out, a net change of +1 holder.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF buyer in Q2 2015 was Wells Fargo, an estimated $19.1M added.
  • The largest CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF seller in Q2 2015 was Pinnacle Advisory Group, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2015.