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PXLC

POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO

Delisted

PXLC was delisted on the 22nd of May, 2015.

20 hedge funds and large institutions have $9.24M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

9% more capital invested

Capital invested by funds: $8.45M → $9.24M (+$794K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.31M +$173K +3,742 +15%
Ameriprise
2
Ameriprise
Minnesota
$1.3M -$214K -4,677 -14%
GLA
3
Good Life Advisors
Pennsylvania
$1.29M +$1.29M +28,067 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.27M +$56.7K +1,229 +5%
LPL Financial
5
LPL Financial
California
$1.21M +$49.5K +1,076 +4%
Wells Fargo
6
Wells Fargo
California
$888K +$113K +2,445 +15%
Bank of America
7
Bank of America
North Carolina
$355K +$32.1K +696 +10%
Morgan Stanley
8
Morgan Stanley
New York
$343K +$3.92K +85 +1%
TH
9
Timber Hill
Connecticut
$338K -$4.67K -101 -1%
SG Americas Securities
10
SG Americas Securities
New York
$323K
UWPG
11
Ullmann Wealth Partners Group
Florida
$228K -$27.7K -601 -11%
EA
12
Edge Advisors
Georgia
$99K
UBS Group
13
UBS Group
Switzerland
$97K +$19K +411 +24%
PSUF
14
People's United Financial
Connecticut
$92K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$55K
GRP
16
Global Retirement Partners
California
$14K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$12K
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.46K +$6.46K +140 New
AG
19
Advisor Group
Arizona
$5K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$823K -19,055 Closed
Jane Street
21
Jane Street
New York
-$344K -7,966 Closed

PXLC Hedge Fund Activity: Q1 2017 in Review

20 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q1 2017, worth a combined $9.24M — up 9.4% from $8.45M a quarter earlier.

Fund positioning in PXLC was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $1.29M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $823K sold.

  • 20 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $9.24M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 2 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q1 2017 and 2 closed out, a net change of 0 holders.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q1 2017 was Good Life Advisors, an estimated $1.29M added.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q1 2017 was Royal Bank of Canada, an estimated $823K sold.

Based on aggregated 13F filings for Q1 2017.