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PXLC

POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO

Delisted

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

23 hedge funds and large institutions have $13.6M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

47% more capital invested

Capital invested by funds: $9.24M → $13.6M (+$4.33M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

15% more funds holding

Funds holding: 2023 (+3)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1
Good Life Advisors
Pennsylvania
$2.33M +$984K +20,488 +73%
Morgan Stanley
2
Morgan Stanley
New York
$2.07M +$1.71M +35,733 +481%
Ameriprise
3
Ameriprise
Minnesota
$1.65M +$283K +5,906 +21%
LPL Financial
4
LPL Financial
California
$1.45M +$184K +3,850 +15%
Jane Street
5
Jane Street
New York
$1.1M +$1.1M +22,889 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.02M -$296K -6,180 -22%
Wells Fargo
7
Wells Fargo
California
$903K -$17.4K -363 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$793K -$569K -11,885 -42%
CFA
9
Cahill Financial Advisors
Minnesota
$420K +$420K +8,761 New
Bank of America
10
Bank of America
North Carolina
$404K +$35.9K +751 +10%
TH
11
Timber Hill
Connecticut
$336K -$14.4K -300 -4%
UWPG
12
Ullmann Wealth Partners Group
Florida
$262K +$25K +523 +11%
RJA
13
Raymond James & Associates
Florida
$250K +$250K +5,224 New
DAS
14
Dynamic Advisor Solutions
Arizona
$225K +$225K +4,700 New
EA
15
Edge Advisors
Georgia
$103K
PSUF
16
People's United Financial
Connecticut
$96K
UBS Group
17
UBS Group
Switzerland
$77K -$23.9K -496 -24%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$57K
GRP
19
Global Retirement Partners
California
$14K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$13K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.7K
AG
22
Advisor Group
Arizona
$5K
SG Americas Securities
23
SG Americas Securities
New York
-$323K -7,001 Closed

PXLC Hedge Fund Activity: Q2 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q2 2017, worth a combined $13.6M — up 47% from $9.24M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PXLC positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Commonwealth Equity Services, cutting an estimated $569K.

  • 23 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q2 2017, up from 20 in Q1 2017.
  • Funds reported $13.6M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q2 2017, up 47% quarter-over-quarter.
  • 4 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q2 2017 and 1 closed out, a net change of +3 holders.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q2 2017 was Morgan Stanley, an estimated $1.71M added.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q2 2017 was Commonwealth Equity Services, an estimated $569K sold.

Based on aggregated 13F filings for Q2 2017.