We are live on ! Find out more
XLIS

POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO
XLIS

Delisted

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

27 hedge funds and large institutions have $38.1M invested in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2927 (-2)

29% less capital invested

Capital invested by funds: $53.4M → $38.1M (-$15.3M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.8M -$9.77M -214,688 -30%
Bank of America
2
Bank of America
North Carolina
$4.69M -$26.2K -576 -0.6%
KCM
3
Karp Capital Management
California
$3.07M -$65.9K -1,449 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.83M +$204K +4,506 +13%
SIC
5
Salem Investment Counselors
North Carolina
$1.71M -$9.06K -200 -0.5%
Jane Street
6
Jane Street
New York
$1.67M +$437K +9,611 +35%
VKH
7
Virtu KCG Holdings
New York
$582K +$256K +5,635 +79%
WI
8
WrapManager Inc
California
$480K -$182K -3,992 -27%
Morgan Stanley
9
Morgan Stanley
New York
$401K -$13.8K -304 -3%
GLA
10
Great Lakes Advisors
Illinois
$204K -$60.7K -1,337 -23%
BAAM
11
Baker Avenue Asset Management
California
$200K -$37.3K -820 -16%
UBS Group
12
UBS Group
Switzerland
$162K -$23.2K -511 -13%
US Bancorp
13
US Bancorp
Minnesota
$91K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$60K -$26.5K -577 -31%
NR
15
Newfound Research
Massachusetts
$27K -$5.48K -119 -17%
IA
16
IFP Advisors
Florida
$23K +$23K +497 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20K +$2.97K +64 +17%
SFG
18
SevenBridge Financial Group
Pennsylvania
$16K +$16K +342 New
ACM
19
Argentus Capital Management
Texas
$13K -$2.77K -61 -18%
TRCT
20
Tower Research Capital (TRC)
New York
$13K +$2.01K +43 +18%
Creative Planning
21
Creative Planning
Kansas
$7K -$1.5K -31 -18%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$7K
AG
23
Advisor Group
Arizona
$6K +$6K +149 New
Citigroup
24
Citigroup
New York
$2K -$8.1K -166 -80%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$2K +$2K +50 New

XLIS Hedge Fund Activity: Q2 2016 in Review

27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) for Q2 2016, worth a combined $38.1M — down 29% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XLIS and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, adding an estimated $437K. The largest seller was Wells Fargo, cutting an estimated $9.77M.

  • 27 institutional investors held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) as of Q2 2016, down from 29 in Q1 2016.
  • Funds reported $38.1M of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO stock for Q2 2016, down 29% quarter-over-quarter.
  • 4 funds opened new POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO positions in Q2 2016 and 6 closed out, a net change of -2 holders.
  • The largest POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO buyer in Q2 2016 was Jane Street, an estimated $437K added.
  • The largest POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO seller in Q2 2016 was Wells Fargo, an estimated $9.77M sold.

Based on aggregated 13F filings for Q2 2016.