POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
XLFS was delisted on the 22nd of March, 2011.
45 hedge funds and large institutions have $199M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
7% more funds holding
Funds holding: 42 → 45 (+3)
1% more capital invested
Capital invested by funds: $198M → $199M (+$1.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$646K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$512K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
-$1.75M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.44M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.19M |
| 4 |
RSA
Robertson Stephens Advisors
San Francisco,
California
|
-$937K |
| 5 |
SG Americas Securities
New York
|
-$738K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| – | -$1K | -11 | Closed |
|
XLFS Hedge Fund Activity: Q1 2017 in Review
45 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) for Q1 2017, worth a combined $199M — up 0.65% from $198M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XLFS positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.25M. The largest seller was Chatham Capital Group, cutting an estimated $1.75M.
- 45 institutional investors held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) as of Q1 2017, up from 42 in Q4 2016.
- Funds reported $199M of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO stock for Q1 2017, up 0.65% quarter-over-quarter.
- 11 funds opened new POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO positions in Q1 2017 and 7 closed out, a net change of +4 holders.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO buyer in Q1 2017 was Wells Fargo, an estimated $5.25M added.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO seller in Q1 2017 was Chatham Capital Group, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2017.