XLFS

POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS

Overview Fund Activity
Delisted

XLFS was delisted on the 22nd of March, 2011.

Back to rankings

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.

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$2.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.93M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.44M
4
UBS Group
4
UBS Group
Switzerland
$1.73M
5
Bank of America
5
Bank of America
North Carolina
$1.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$171M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$1.19M
3
Jane Street
3
Jane Street
New York
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$171M 3,268,632 -428,169 -12%
Morgan Stanley
2
Morgan Stanley
New York
$3.93M 75,203 +46,492 +162%
CCG
3
Chatham Capital Group
Georgia
$3.88M 74,235 +8,500 +13%
SOMRS
4
State of Michigan Retirement System
Michigan
$2.59M 49,600 +49,600 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2M 38,230 +9,060 +31%
KCM
6
Karp Capital Management
California
$1.86M 35,554 -210 -0.6%
UBS Group
7
UBS Group
Switzerland
$1.73M 33,036 +22,447 +212%
Bank of America
8
Bank of America
North Carolina
$1.56M 29,859 +18,097 +154%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.44M 27,616 +27,616 New
CCMG
10
Clark Capital Management Group
Pennsylvania
$1.19M 22,732 -29,873 -57%
RSA
11
Robertson Stephens Advisors
California
$937K 17,930 +17,930 New
SG Americas Securities
12
SG Americas Securities
New York
$933K 17,850 +8,510 +91%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$914K 17,498 +16,159 +1,207%
LPL Financial
14
LPL Financial
California
$733K 13,992 +13,992 New
Stifel Financial
15
Stifel Financial
Missouri
$580K 10,974 +10,974 New
WI
16
WrapManager Inc
California
$489K 9,364 +164 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$331K 6,321 -858 -12%
KP
18
Keel Point
Alabama
$308K 5,899 – –
Ameriprise
19
Ameriprise
Minnesota
$301K 5,758 +5,758 New
AP
20
Advisors Preferred
Maryland
$281K 5,384 +5,384 New
M&T Bank
21
M&T Bank
New York
$245K 4,697 -836 -15%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$142K 2,732 +2,732 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$141K 2,714 -2,581 -49%
IA
24
IFP Advisors
Florida
$76K 1,450 – –
SFG
25
SevenBridge Financial Group
Pennsylvania
$54K 1,220 – –
1
2