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XLKS

POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS

Delisted

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

82 hedge funds and large institutions have $311M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

9% more funds holding

Funds holding: 7582 (+7)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

2% less capital invested

Capital invested by funds: $318M → $311M (-$6.57M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
23
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.33M +$16.2K +205 +1%
WBG
27
Wharton Business Group
Pennsylvania
$1.19M -$45.8K -580 -4%
ST
28
Somerset Trust
Pennsylvania
$1.14M -$43.5K -551 -4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.13M -$265K -3,346 -19%
TSS
30
Two Sigma Securities
New York
$1.05M +$1.05M +13,229 New
Stifel Financial
31
Stifel Financial
Missouri
$971K +$139K +1,768 +17%
WI
32
WrapManager Inc
California
$844K +$335K +4,241 +66%
ST
33
Spinnaker Trust
Maine
$798K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$791K -$19.8K -250 -2%
JIP
35
Jaffetilchin Investment Partners
Florida
$742K +$314K +3,972 +73%
RJT
36
Raymond James Trust
Florida
$720K +$720K +9,111 New
CIA
37
Choate Investment Advisors
Massachusetts
$540K +$540K +6,835 New
NFP
38
Narus Financial Partners
Utah
$500K
MML Investors Services
39
MML Investors Services
Massachusetts
$405K -$148K -1,876 -27%
PVH
40
Psagot Value Holdings
Israel
$395K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$350K -$16.3K -206 -4%
APP
42
Avantax Planning Partners
Iowa
$343K
ONB
43
Old National Bancorp
Indiana
$337K
DWA
44
Dorsey Wright & Associates
California
$336K
BHB
45
Bank Hapoalim BM
Israel
$316K
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$238K -$154K -1,948 -39%
SC
47
Scotia Capital
Ontario, Canada
$234K -$9.1K -115 -4%
NA
48
NewEdge Advisors
Louisiana
$234K +$7.37K +91 +3%
SG Americas Securities
49
SG Americas Securities
New York
$231K +$231K +2,924 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$229K +$871 +11 +0.4%

XLKS Hedge Fund Activity: Q3 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q3 2017, worth a combined $311M — down 2.1% from $318M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XLKS positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Cedar Hill Associates, adding an estimated $6.93M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $27.3M sold.

  • 82 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $311M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q3 2017, down 2.1% quarter-over-quarter.
  • 13 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q3 2017 and 5 closed out, a net change of +8 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q3 2017 was Cedar Hill Associates, an estimated $6.93M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q3 2017 was Niemann Capital Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q3 2017.