POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
XLKS was delisted on the 22nd of March, 2011.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.62M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.08M |
| 3 |
Morgan Stanley
New York
|
+$1.23M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$763K |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$655K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$436K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$763K | -15,725 | Closed |
|
|
RIG
52
RiverFront Investment Group
Richmond,
Virginia
| – | -$655K | -13,493 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$510K | -10,506 | Closed |
|
|
VKH
54
Virtu KCG Holdings
New York
| – | -$216K | -4,461 | Closed |
|
|
BRWA
55
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$208K | -4,270 | Closed |
|
|
LWA
56
Lenox Wealth Advisors
New York
| – | -$8K | -175 | Closed |
|
|
MA
57
MUFG Americas
New York
| – | -$5K | -110 | Closed |
|
|
M
58
MOTCO
San Antonio,
Texas
| – | -$5K | -104 | Closed |
|
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.