POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO
XLIS
XLIS was delisted on the 22nd of March, 2011.
37 hedge funds and large institutions have $73.9M invested in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
5% less capital invested
Capital invested by funds: $77.5M → $73.9M (-$3.58M)
8% less funds holding
Funds holding: 40 → 37 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 3 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$707K |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$419K |
| 5 |
Morgan Stanley
New York
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.52M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.54M |
| 3 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$820K |
| 4 |
Jane Street
New York
|
-$801K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$498K |
XLIS Hedge Fund Activity: Q1 2018 in Review
37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) for Q1 2018, worth a combined $73.9M — down 4.6% from $77.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XLIS and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.19M. The largest seller was Wells Fargo, cutting an estimated $2.52M.
- 37 institutional investors held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) as of Q1 2018, down from 40 in Q4 2017.
- Funds reported $73.9M of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO stock for Q1 2018, down 4.6% quarter-over-quarter.
- 5 funds opened new POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO positions in Q1 2018 and 8 closed out, a net change of -3 holders.
- The largest POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO buyer in Q1 2018 was Susquehanna International Group, an estimated $1.19M added.
- The largest POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO seller in Q1 2018 was Wells Fargo, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2018.