POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
XLFS was delisted on the 22nd of March, 2011.
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.
2% more capital invested
Capital invested by funds: $91.5M → $93.4M (+$1.91M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.25M |
| 2 |
Morgan Stanley
New York
|
+$970K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$441K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$589K |
| 2 |
VF
Virtu Financial
New York
|
-$474K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$383K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$253K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.2K |
XLFS Hedge Fund Activity: Q1 2014 in Review
20 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) for Q1 2014, worth a combined $93.4M — up 2.1% from $91.5M a quarter earlier.
Fund positioning in XLFS was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.25M. The largest seller was Bank of America, cutting an estimated $589K.
- 20 institutional investors held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $93.4M of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO stock for Q1 2014, up 2.1% quarter-over-quarter.
- 2 funds opened new POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO buyer in Q1 2014 was Wells Fargo, an estimated $2.25M added.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO seller in Q1 2014 was Bank of America, an estimated $589K sold.
Based on aggregated 13F filings for Q1 2014.