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XLKS

POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS

Delisted

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

75 hedge funds and large institutions have $318M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7375 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $324M → $318M (-$5.87M)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
21
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$1.38M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.31M -$18.2K -246 -1%
LPL Financial
28
LPL Financial
California
$1.29M -$126K -1,701 -9%
Creative Planning
29
Creative Planning
Kansas
$1.23M -$77.1K -1,043 -6%
WBG
30
Wharton Business Group
Pennsylvania
$1.16M -$99.9K -1,350 -8%
ST
31
Somerset Trust
Pennsylvania
$1.11M +$4.88K +66 +0.4%
RJA
32
Raymond James & Associates
Florida
$1.1M -$405K -5,475 -27%
Stifel Financial
33
Stifel Financial
Missouri
$775K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$759K +$130K +1,755 +21%
ST
35
Spinnaker Trust
Maine
$748K -$10.7K -145 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$518K +$518K +7,005 New
WI
37
WrapManager Inc
California
$476K -$22.3K -302 -4%
NFP
38
Narus Financial Partners
Utah
$468K +$6.14K +83 +1%
JIP
39
Jaffetilchin Investment Partners
Florida
$401K -$257K -3,474 -39%
PVH
40
Psagot Value Holdings
Israel
$370K
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$367K -$1.02M -13,783 -74%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$342K +$88.4K +1,196 +35%
APP
43
Avantax Planning Partners
Iowa
$321K +$321K +4,345 New
ONB
44
Old National Bancorp
Indiana
$316K
DWA
45
Dorsey Wright & Associates
California
$314K -$23.7K -320 -7%
BHB
46
Bank Hapoalim BM
Israel
$296K
SC
47
Scotia Capital
Ontario, Canada
$227K +$1.63K +22 +0.7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$213K -$5.99K -81 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$212K +$212K +2,883 New
NA
50
NewEdge Advisors
Louisiana
$210K +$210K +2,800 New

XLKS Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q2 2017, worth a combined $318M — down 1.8% from $324M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XLKS positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Niemann Capital Management, adding an estimated $7.6M. The largest seller was Envestnet Asset Management, cutting an estimated $12.9M.

  • 75 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q2 2017, up from 73 in Q1 2017.
  • Funds reported $318M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 8 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q2 2017 and 6 closed out, a net change of +2 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q2 2017 was Niemann Capital Management, an estimated $7.6M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q2 2017 was Envestnet Asset Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2017.