POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
XLFS was delisted on the 22nd of March, 2011.
21 hedge funds and large institutions have $89.3M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
24% more funds holding
Funds holding: 17 → 21 (+4)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
5% less capital invested
Capital invested by funds: $94.2M → $89.3M (-$4.91M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$482K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$345K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$247K |
| 4 |
Citigroup
New York
|
+$161K |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$672K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$373K |
| 3 |
VF
Virtu Financial
New York
|
-$308K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$106K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$52.3K |
XLFS Hedge Fund Activity: Q3 2014 in Review
21 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) for Q3 2014, worth a combined $89.3M — down 5.2% from $94.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XLFS positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $482K. The largest seller was Xponance, exiting entirely with an estimated $672K sold.
- 21 institutional investors held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) as of Q3 2014, up from 17 in Q2 2014.
- Funds reported $89.3M of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO stock for Q3 2014, down 5.2% quarter-over-quarter.
- 6 funds opened new POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO positions in Q3 2014 and 2 closed out, a net change of +4 holders.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO buyer in Q3 2014 was Morgan Stanley, an estimated $482K added.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO seller in Q3 2014 was Xponance, an estimated $672K sold.
Based on aggregated 13F filings for Q3 2014.