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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
Citigroup
51
Citigroup
New York
$202K +$7.92K +100 +4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$192K +$55.4K +700 +41%
BF
53
BOK Financial
Oklahoma
$167K +$167K +2,111 New
SFG
54
SevenBridge Financial Group
Pennsylvania
$117K
US Bancorp
55
US Bancorp
Minnesota
$95K +$46.2K +586 +95%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$77K +$29.4K +370 +62%
GRP
57
Global Retirement Partners
California
$65K
AC
58
Alexandria Capital
Virginia
$62K +$62K +784 New
IA
59
IFP Advisors
Florida
$58K
KTC
60
Kistler-Tiffany Companies
Pennsylvania
$57K +$57K +720 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$53K
SPIA
62
Steward Partners Investment Advisory
New York
$45K
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$28.1K
NR
64
Newfound Research
Massachusetts
$25K +$9.92K +127 +66%
ASN
65
Advisory Services Network
Georgia
$24K +$78 +1 +0.3%
AF
66
Allworth Financial
California
$19K
FHA
67
First Horizon Advisors
Tennessee
$18K
GWA
68
Guidant Wealth Advisors
Illinois
$17K +$17K +213 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$15K
FA
70
Fortis Advisors
Pennsylvania
$15K +$15K +195 New
MFBTD
71
MB Financial Bank - Trust Department
Illinois
$12K +$12K +150 New
WT
72
Whittier Trust
California
$11K -$16.2K -206 -60%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$10K -$1.13K -14 -10%
FANJ
74
Financial Architects (New Jersey)
New Jersey
$8K
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$7K +$7K +93 New

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.