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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21 hedge funds and large institutions have $98.6M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$1.52M
2
Bank of America
2
Bank of America
North Carolina
$2.74M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.37M
4
UBS Group
4
UBS Group
Switzerland
$462K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$552K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$85.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VF
3
Virtu Financial
New York
$387K
4
CCG
4
Chatham Capital Group
Georgia
$2.24M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$85.5M 2,049,967 -54,775 -3%
Morgan Stanley
2
Morgan Stanley
New York
$3.37M 80,761 +12,085 +18%
Bank of America
3
Bank of America
North Carolina
$2.74M 65,657 +25,533 +64%
CCG
4
Chatham Capital Group
Georgia
$2.24M 53,650 -5,000 -9%
KCM
5
Karp Capital Management
California
$1.52M 36,380 +36,380 New
RIG
6
RiverFront Investment Group
Virginia
$661K 15,843 +38 +0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$552K 13,227 +6,619 +100%
UBS Group
8
UBS Group
Switzerland
$462K 11,072 +11,072 New
PI
9
Placemark Investments
Illinois
$440K 10,545 +1,430 +16%
VF
10
Virtu Financial
New York
$387K 9,191 -6,170 -40%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$324K 7,690 – –
AP
12
Advisors Preferred
Maryland
$203K 4,812 +4,812 New
Citigroup
13
Citigroup
New York
$180K 4,280 – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17K 400 +48 +14%
AIG
15
American International Group
New York
$16.6K 397 – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$8K 200 -176 -47%
TWA
17
TCI Wealth Advisors
Arizona
$8K 202 – –
Creative Planning
18
Creative Planning
Kansas
$5K 124 – –
TRCT
19
Tower Research Capital (TRC)
New York
$3K 69 -7 -9%
BRWA
20
B. Riley Wealth Advisors
Florida
$523 12,530 +450 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -20,536 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
– – -418 Closed
CA
23
CapWealth Advisors
Tennessee
– – -284 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$0 1 +1 New