We are live on ! Find out more
XLKS

POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS

Delisted

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

73 hedge funds and large institutions have $324M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

1% more funds holding

Funds holding: 7273 (+1)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $349M → $324M (-$25M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
26
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$131K +$14.1K +193 +12%
WA
52
WFG Advisors
Texas
$121K +$23.3K +319 +24%
HIIFS
53
Harel Insurance Investments & Financial Services
Israel
$105K
SFG
54
SevenBridge Financial Group
Pennsylvania
$105K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$67K +$25K +344 +59%
GRP
56
Global Retirement Partners
California
$57K
SEI Investments
57
SEI Investments
Pennsylvania
$51K +$51K +700 New
SPIA
58
Steward Partners Investment Advisory
New York
$49K +$16.4K +228 +50%
US Bancorp
59
US Bancorp
Minnesota
$45K -$5.15K -71 -10%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$32K
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$25.9K
WT
62
Whittier Trust
California
$25K
ASN
63
Advisory Services Network
Georgia
$19K +$19K +257 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$17K +$7.1K +99 +72%
FHA
65
First Horizon Advisors
Tennessee
$17K +$17K +236 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$14K
NR
67
Newfound Research
Massachusetts
$14K +$72 +1 +0.5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.69K +24 +23%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$7K
Barclays
70
Barclays
United Kingdom
$3K
AIM
71
Advantage Investment Management
Iowa
$2K
GT
72
Glenmede Trust
Pennsylvania
$2K +$2K +37 New
CCMG
73
Clark Capital Management Group
Pennsylvania
-$3.54M -50,904 Closed
RSA
74
Robertson Stephens Advisors
California
-$612K -8,785 Closed
FA
75
FDx Advisors
Illinois
-$260K -3,732 Closed

XLKS Hedge Fund Activity: Q1 2017 in Review

73 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q1 2017, worth a combined $324M — down 7.2% from $349M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XLKS positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $3.79M. The largest seller was Wells Fargo, cutting an estimated $36M.

  • 73 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q1 2017, up from 72 in Q4 2016.
  • Funds reported $324M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q1 2017, down 7.2% quarter-over-quarter.
  • 7 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q1 2017 and 4 closed out, a net change of +3 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q1 2017 was UBS Group, an estimated $3.79M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q1 2017 was Wells Fargo, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2017.