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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17 hedge funds and large institutions have $94.2M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$83.6M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$438K
3
PI
3
Placemark Investments
Illinois
$213K
4
U
4
UBS
Switzerland
$706K
5
Bank of America
5
Bank of America
North Carolina
$1.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$304K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$449K
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$83.6M 2,106,139 +19,634 +0.9%
CCG
2
Chatham Capital Group
Georgia
$2.3M 58,050 – –
Morgan Stanley
3
Morgan Stanley
New York
$2.21M 55,813 +943 +2%
Bank of America
4
Bank of America
North Carolina
$1.7M 42,962 +1,300 +3%
VF
5
Virtu Financial
New York
$933K 23,572 +1,289 +6%
U
6
UBS
Switzerland
$706K 17,809 +1,628 +10%
X
7
Xponance
Pennsylvania
$672K 16,960 – –
RIG
8
RiverFront Investment Group
Virginia
$632K 15,925 +100 +0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$449K 11,350 -3,644 -24%
BRWA
10
B. Riley Wealth Advisors
Florida
$438K 22,060 +12,615 +134%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$304K 7,690 -5,100 -40%
PI
12
Placemark Investments
Illinois
$213K 5,369 +5,369 New
PAS
13
Partnervest Advisory Services
California
$29K 729 – –
AIG
14
American International Group
New York
$15.7K 397 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10K 260 +260 New
TWA
16
TCI Wealth Advisors
Arizona
$8K 202 – –
TRCT
17
Tower Research Capital (TRC)
New York
$5K 125 +103 +468%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– – -8,010 Closed
AP
19
Advisors Preferred
Maryland
– – -1,626 Closed
Ameriprise
20
Ameriprise
Minnesota
– – -250 Closed
Brown Advisory
21
Brown Advisory
Maryland
– – -231 Closed
BRWM
22
B. Riley Wealth Management
Tennessee
– – -100 Closed