POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
XLFS was delisted on the 22nd of March, 2011.
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.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
1% more capital invested
Capital invested by funds: $93.4M → $94.2M (+$786K)
15% less funds holding
Funds holding: 20 → 17 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$779K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$250K |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
+$213K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$64.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$51.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$317K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$202K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$144K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$64.1K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$10K |
XLFS Hedge Fund Activity: Q2 2014 in Review
17 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) for Q2 2014, worth a combined $94.2M — up 0.84% from $93.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of XLFS and 2 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 8 added.
The largest buyer was Wells Fargo, adding an estimated $779K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $317K sold.
- 17 institutional investors held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) as of Q2 2014, down from 20 in Q1 2014.
- Funds reported $94.2M of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO stock for Q2 2014, up 0.84% quarter-over-quarter.
- 2 funds opened new POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO positions in Q2 2014 and 5 closed out, a net change of -3 holders.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO buyer in Q2 2014 was Wells Fargo, an estimated $779K added.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO seller in Q2 2014 was Royal Bank of Canada, an estimated $317K sold.
Based on aggregated 13F filings for Q2 2014.