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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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72 hedge funds and large institutions have $349M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 69 → 72 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $360M → $349M (-$11.4M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.54M
2
Morgan Stanley
Morgan Stanley
New York
+$4.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.56M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$50M
2
UCFA
United Capital Financial Advisors
Texas
-$8.39M
3
EVM
Eaton Vance Management
Massachusetts
-$4.79M
4
NCM
Niemann Capital Management
Nevada
-$3.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$211K +$211K +3,022 New
Citigroup
52
Citigroup
New York
$171K – – –
IA
53
IFP Advisors
Florida
$112K +$34.9K +500 +45%
HIIFS
54
Harel Insurance Investments & Financial Services
Israel
$104K – – –
WA
55
WFG Advisors
Texas
$93K +$93K +1,336 New
SFG
56
SevenBridge Financial Group
Pennsylvania
$91K – – –
GRP
57
Global Retirement Partners
California
$54K +$54K +777 New
US Bancorp
58
US Bancorp
Minnesota
$48K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$40K +$12.2K +177 +44%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$31K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$31K +$31K +452 New
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$24.7K +$24.7K +355 New
WT
63
Whittier Trust
California
$24K -$101K -1,454 -81%
NR
64
Newfound Research
Massachusetts
$14K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$13K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$10K – – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$7K +$7K +95 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +104 New
Barclays
69
Barclays
United Kingdom
$3K – – –
AIM
70
Advantage Investment Management
Iowa
$2K – – –
AssetMark Inc
71
AssetMark Inc
California
$2K +$741 +10 +59%
EVM
72
Eaton Vance Management
Massachusetts
– -$4.79M -75,493 Closed
SG Americas Securities
73
SG Americas Securities
New York
– -$918K -14,454 Closed
ACM
74
Argentus Capital Management
Texas
– -$429K -6,756 Closed
Millennium Management
75
Millennium Management
New York
– -$371K -5,843 Closed
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XLKS Hedge Fund Activity: Q4 2016 in Review

72 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q4 2016, worth a combined $349M — down 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XLKS positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.54M. The largest seller was Wells Fargo, cutting an estimated $50M.

  • 72 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q4 2016, up from 69 in Q3 2016.
  • Funds reported $349M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q4 2016, down 3.2% quarter-over-quarter.
  • 13 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q4 2016 and 9 closed out, a net change of +4 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q4 2016 was Raymond James Financial Services Advisors, an estimated $8.54M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q4 2016 was Wells Fargo, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2016.