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PXLC

POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO

Delisted

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

24 hedge funds and large institutions have $16.3M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $13.8M → $16.3M (+$2.55M)

14% more funds holding

Funds holding: 2124 (+3)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1
Good Life Advisors
Pennsylvania
$4.02M +$857K +15,869 +27%
Morgan Stanley
2
Morgan Stanley
New York
$2.32M +$8.43K +159 +0.4%
LPL Financial
3
LPL Financial
California
$1.84M +$183K +3,458 +11%
Ameriprise
4
Ameriprise
Minnesota
$1.83M +$123K +2,327 +7%
Bank of America
5
Bank of America
North Carolina
$993K +$449K +8,473 +83%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$984K -$355K -6,704 -27%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$952K +$37.5K +707 +4%
Wells Fargo
8
Wells Fargo
California
$910K -$89K -1,680 -9%
CFA
9
Cahill Financial Advisors
Minnesota
$570K +$156K +2,937 +38%
DAS
10
Dynamic Advisor Solutions
Arizona
$381K +$87.9K +1,658 +30%
TH
11
Timber Hill
Connecticut
$351K -$5.31K -100 -1%
RJA
12
Raymond James & Associates
Florida
$277K
UWPG
13
Ullmann Wealth Partners Group
Florida
$256K -$46.7K -882 -15%
UBS Group
14
UBS Group
Switzerland
$217K -$23.1K -436 -10%
CAC
15
Certified Advisory Corp
Florida
$141K +$141K +2,671 New
EA
16
Edge Advisors
Georgia
$114K
AIP
17
Ameritas Investment Partners
Nebraska
$62K
CA
18
Calton & Associates
Florida
$31K +$31K +559 New
GRP
19
Global Retirement Partners
California
$16K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$14K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.42K
AG
22
Advisor Group
Arizona
$5K
MOS
23
MGO One Seven
Ohio
$4K +$4K +76 New

PXLC Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q4 2017, worth a combined $16.3M — up 18% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PXLC positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Good Life Advisors, adding an estimated $857K. The largest seller was Susquehanna International Group, cutting an estimated $355K.

  • 24 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q4 2017, up from 21 in Q3 2017.
  • Funds reported $16.3M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q4 2017, up 18% quarter-over-quarter.
  • 3 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q4 2017 and 0 closed out, a net change of +3 holders.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q4 2017 was Good Life Advisors, an estimated $857K added.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q4 2017 was Susquehanna International Group, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2017.