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XLKS

POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS

Delisted

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

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51 hedge funds and large institutions have $292M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $254M → $292M (+$37.5M)

13% more funds holding

Funds holding: 45 → 51 (+6)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$8.62M
2
RJA
Raymond James & Associates
Florida
+$6.08M
3
Morgan Stanley
Morgan Stanley
New York
+$1.23M
4
LPL Financial
LPL Financial
California
+$1.06M
5
UBS Group
UBS Group
Switzerland
+$827K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$763K
2
RIG
RiverFront Investment Group
Virginia
-$655K
3
Citadel Advisors
Citadel Advisors
Florida
-$510K
4
Wells Fargo
Wells Fargo
California
-$436K
5
Ameriprise
Ameriprise
Minnesota
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$473K -$68.7K -1,312 -13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$429K +$94.4K +1,804 +28%
BAAM
28
Baker Avenue Asset Management
California
$395K +$30.9K +590 +8%
TYCC
29
Texas Yale Capital Corp
Florida
$277K +$277K +5,300 New
ONB
30
Old National Bancorp
Indiana
$246K – – –
Citigroup
31
Citigroup
New York
$240K +$11.6K +222 +5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$232K +$10K +191 +5%
JIP
33
Jaffetilchin Investment Partners
Florida
$207K +$207K +3,965 New
MFS
34
MSI Financial Services
Massachusetts
$188K +$182K +3,476 +3,049%
US Bancorp
35
US Bancorp
Minnesota
$138K +$10.8K +207 +9%
HIIFS
36
Harel Insurance Investments & Financial Services
Israel
$115K +$115K +2,200 New
WT
37
Whittier Trust
California
$94K – – –
IA
38
IFP Advisors
Florida
$89K +$89K +1,693 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$77K +$77K +1,476 New
BC
40
Bartlett & Co
Ohio
$54K +$40.8K +786 +309%
NR
41
Newfound Research
Massachusetts
$36K +$36K +696 New
AIA
42
Allegis Investment Advisors
Idaho
$31K +$31K +600 New
Creative Planning
43
Creative Planning
Kansas
$25K +$20.7K +396 +483%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$23K – – –
ACM
45
Argentus Capital Management
Texas
$18K +$18K +342 New
TRCT
46
Tower Research Capital (TRC)
New York
$17K +$3.86K +72 +29%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$11K +$11K +214 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$10K +$10K +193 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$7K – – –
IWMPD
50
Integrated Wealth Management (Palm Desert)
California
$1K – – –
1
2
3

XLKS Hedge Fund Activity: Q4 2015 in Review

51 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q4 2015, worth a combined $292M — up 15% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XLKS positions and 8 closed out — a net gain of 7 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.62M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $763K sold.

  • 51 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q4 2015, up from 45 in Q3 2015.
  • Funds reported $292M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q4 2015, up 15% quarter-over-quarter.
  • 15 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q4 2015 and 8 closed out, a net change of +7 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.62M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q4 2015 was Susquehanna International Group, an estimated $763K sold.

Based on aggregated 13F filings for Q4 2015.