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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
Citigroup
51
Citigroup
New York
$181K -$2.66K -36 -1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$128K -$12.9M -173,868 -99%
HIIFS
53
Harel Insurance Investments & Financial Services
Israel
$111K
SFG
54
SevenBridge Financial Group
Pennsylvania
$110K
WA
55
WFG Advisors
Texas
$101K -$21.6K -292 -18%
GRP
56
Global Retirement Partners
California
$61K +$3.41K +46 +6%
IA
57
IFP Advisors
Florida
$54K -$79.2K -1,069 -59%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$50K -$18.6K -250 -27%
US Bancorp
59
US Bancorp
Minnesota
$46K
BFEC
60
Benjamin F. Edwards & Company
Missouri
$44K +$11.8K +160 +37%
SPIA
61
Steward Partners Investment Advisory
New York
$42K -$7.16K -99 -15%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$26.3K
WT
63
Whittier Trust
California
$26K
ASN
64
Advisory Services Network
Georgia
$23K +$3.62K +48 +19%
AF
65
Allworth Financial
California
$18K +$18K +241 New
FHA
66
First Horizon Advisors
Tennessee
$17K
NR
67
Newfound Research
Massachusetts
$14K -$145 -2 -1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$14K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$10K -$7.17K -99 -42%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$9K
FANJ
71
Financial Architects (New Jersey)
New Jersey
$7K
Barclays
72
Barclays
United Kingdom
$3K
AIM
73
Advantage Investment Management
Iowa
$2K
GT
74
Glenmede Trust
Pennsylvania
$2K
Citadel Advisors
75
Citadel Advisors
Florida
-$3M -41,156 Closed

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.