XLFS

POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS

Overview Fund Activity
Delisted

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

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20 hedge funds and large institutions have $93.4M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$82.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.17M
3
U
3
UBS
Switzerland
$640K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$592K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$374K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.65M
2
VF
2
Virtu Financial
New York
$879K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$317K
4
CWM
4
Concert Wealth Management
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$82.5M 2,086,505 +56,972 +3%
CCG
2
Chatham Capital Group
Georgia
$2.3M 58,050 – –
Morgan Stanley
3
Morgan Stanley
New York
$2.17M 54,870 +24,525 +81%
Bank of America
4
Bank of America
North Carolina
$1.65M 41,662 -14,883 -26%
VF
5
Virtu Financial
New York
$879K 22,283 -12,026 -35%
X
6
Xponance
Pennsylvania
$670K 16,960 – –
U
7
UBS
Switzerland
$640K 16,181 +11,144 +221%
RIG
8
RiverFront Investment Group
Virginia
$626K 15,825 -110 -0.7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$592K 14,994 +5,427 +57%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$505K 12,790 – –
BRWA
11
B. Riley Wealth Advisors
Florida
$374K 9,445 +2,645 +39%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$317K 8,010 -9,687 -55%
AP
13
Advisors Preferred
Maryland
$64.1K 1,626 -207 -11%
PAS
14
Partnervest Advisory Services
California
$29K 729 – –
AIG
15
American International Group
New York
$15.7K 397 +397 New
Ameriprise
16
Ameriprise
Minnesota
$10K 250 -705 -74%
Brown Advisory
17
Brown Advisory
Maryland
$9K 231 – –
TWA
18
TCI Wealth Advisors
Arizona
$8K 202 – –
BRWM
19
B. Riley Wealth Management
Tennessee
$4K 100 +100 New
TRCT
20
Tower Research Capital (TRC)
New York
$1K 22 +9 +69%
CWM
21
Concert Wealth Management
California
– – -6,359 Closed
Citigroup
22
Citigroup
New York
– – -100 Closed