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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44 hedge funds and large institutions have $176M invested in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCMW
1
Northern Capital Management (Wisconsin)
Wisconsin
$3.4M
2
UBS Group
2
UBS Group
Switzerland
$2.71M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$372K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$280K
5
CCG
5
Chatham Capital Group
Georgia
$203K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$154M
2
Jane Street
2
Jane Street
New York
$0
3
VF
3
Virtu Financial
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.64M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$154M 2,821,971 -694,643 -20%
Bank of America
2
Bank of America
North Carolina
$4.95M 90,831 +1,649 +2%
NCMW
3
Northern Capital Management (Wisconsin)
Wisconsin
$3.4M 62,298 +62,298 New
SOMRS
4
State of Michigan Retirement System
Michigan
$2.71M 49,600 – –
UBS Group
5
UBS Group
Switzerland
$2.71M 49,631 +10,297 +26%
Morgan Stanley
6
Morgan Stanley
New York
$2.64M 48,491 -6,755 -12%
KCM
7
Karp Capital Management
California
$1.8M 33,104 -1,584 -5%
WI
8
WrapManager Inc
California
$531K 9,749 -83 -0.8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$372K 6,827 +6,827 New
HighTower Advisors
10
HighTower Advisors
Illinois
$333K 6,100 +1,521 +33%
LWM
11
Lyons Wealth Management
Florida
$309K 5,682 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$301K 5,523 +2,780 +101%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$280K 5,134 +5,134 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$239K 4,387 +23 +0.5%
M&T Bank
15
M&T Bank
New York
$220K 4,035 -431 -10%
SAM
16
Solaris Asset Management
New York
$219K 4,018 -205 -5%
Ameriprise
17
Ameriprise
Minnesota
$203K 3,719 -3,561 -49%
CCG
18
Chatham Capital Group
Georgia
$203K 3,720 +3,720 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$128K 2,345 – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$120K 2,194 – –
IA
21
IFP Advisors
Florida
$119K 2,189 – –
GRP
22
Global Retirement Partners
California
$68K 1,242 – –
SFG
23
SevenBridge Financial Group
Pennsylvania
$66K 1,220 – –
WWM
24
Wagner Wealth Management
South Carolina
$47K 845 +845 New
AG
25
Advisor Group
Arizona
$41K 755 +655 +655%
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