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XLBS

POWERSHARES S&P SMALLCAP MATERIALS PORT
XLBS

Delisted

XLBS was delisted on the 22nd of March, 2011.

27 hedge funds and large institutions have $34.3M invested in POWERSHARES S&P SMALLCAP MATERIALS PORT in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

42% more funds holding

Funds holding: 1927 (+8)

23% more capital invested

Capital invested by funds: $27.9M → $34.3M (+$6.4M)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$1K +$1K +33 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
-$677K -13,634 Closed

XLBS Hedge Fund Activity: Q4 2017 in Review

27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) for Q4 2017, worth a combined $34.3M — up 23% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XLBS positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $677K sold.

  • 27 institutional investors held POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $34.3M of POWERSHARES S&P SMALLCAP MATERIALS PORT stock for Q4 2017, up 23% quarter-over-quarter.
  • 9 funds opened new POWERSHARES S&P SMALLCAP MATERIALS PORT positions in Q4 2017 and 1 closed out, a net change of +8 holders.
  • The largest POWERSHARES S&P SMALLCAP MATERIALS PORT buyer in Q4 2017 was Morgan Stanley, an estimated $1.96M added.
  • The largest POWERSHARES S&P SMALLCAP MATERIALS PORT seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $677K sold.

Based on aggregated 13F filings for Q4 2017.