POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
XLFS was delisted on the 22nd of March, 2011.
42 hedge funds and large institutions have $198M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
35% more funds holding
Funds holding: 31 → 42 (+11)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $181M → $198M (+$16.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$2.59M |
| 2 |
Morgan Stanley
New York
|
+$2.43M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$945K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$22.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.56M |
| 3 |
Jane Street
New York
|
-$1.41M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$563K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$134K |
XLFS Hedge Fund Activity: Q4 2016 in Review
42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) for Q4 2016, worth a combined $198M — up 9.1% from $181M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XLFS positions and 2 closed out — a net gain of 11 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was State of Michigan Retirement System, opening a new position worth an estimated $2.59M. The largest seller was Wells Fargo, cutting an estimated $22.4M.
- 42 institutional investors held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) as of Q4 2016, up from 31 in Q3 2016.
- Funds reported $198M of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO stock for Q4 2016, up 9.1% quarter-over-quarter.
- 13 funds opened new POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO positions in Q4 2016 and 2 closed out, a net change of +11 holders.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO buyer in Q4 2016 was State of Michigan Retirement System, an estimated $2.59M added.
- The largest POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO seller in Q4 2016 was Wells Fargo, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2016.