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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24 hedge funds and large institutions have $155M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$143M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.89M
3
KCM
3
Karp Capital Management
California
$1.52M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$26K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$26K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$16K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.54M
5
RIG
5
RiverFront Investment Group
Virginia
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$143M 3,547,087 +1,473,412 +71%
Morgan Stanley
2
Morgan Stanley
New York
$2.89M 71,471 +11,484 +19%
CCG
3
Chatham Capital Group
Georgia
$2.12M 52,500 -2,100 -4%
Bank of America
4
Bank of America
North Carolina
$1.54M 38,188 -6,326 -14%
KCM
5
Karp Capital Management
California
$1.52M 37,511 +1,277 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$947K 23,449 -46 -0.2%
RIG
7
RiverFront Investment Group
Virginia
$562K 13,907 -3,105 -18%
BRWA
8
B. Riley Wealth Advisors
Florida
$509K 12,580 +100 +0.8%
VF
9
Virtu Financial
New York
$411K 10,180 -920 -8%
Goldman Sachs
10
Goldman Sachs
New York
$408K 10,100 +100 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$311K 7,690 – –
UBS Group
12
UBS Group
Switzerland
$234K 5,800 +57 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$163K 4,025 -1,431 -26%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$26K 652 +536 +462%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$26K 640 +640 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16K 408 -27,408 -99%
AIG
17
American International Group
New York
$16K 397 – –
ACM
18
Argentus Capital Management
Texas
$13K 319 +319 New
TWA
19
TCI Wealth Advisors
Arizona
$8K 202 – –
LWA
20
Lenox Wealth Advisors
New York
$7K 177 +177 New
TRCT
21
Tower Research Capital (TRC)
New York
$6K 150 +18 +14%
Creative Planning
22
Creative Planning
Kansas
$5K 124 +124 New
M
23
MOTCO
Texas
$5K 124 +124 New
Citadel Advisors
24
Citadel Advisors
Florida
– – -16,965 Closed
Jane Street
25
Jane Street
New York
– – -12,183 Closed
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