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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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87 hedge funds and large institutions have $206M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

6% more funds holding

Funds holding: 82 → 87 (+5)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

34% less capital invested

Capital invested by funds: $311M → $206M (-$105M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
+$1.43M
2
UBS Group
UBS Group
Switzerland
+$1.05M
3
RJA
Raymond James & Associates
Florida
+$583K
4
ASN
Advisory Services Network
Georgia
+$522K
5
Jane Street
Jane Street
New York
+$456K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$72.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.77M
3
UCFA
United Capital Financial Advisors
Texas
-$1.81M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.13M
5
TSS
Two Sigma Securities
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$196K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$188K +$2.52K +33 +1%
SFG
53
SevenBridge Financial Group
Pennsylvania
$114K – – –
HR
54
Howe & Rusling
New York
$102K +$102K +1,340 New
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$101K +$101K +1,323 New
US Bancorp
56
US Bancorp
Minnesota
$99K +$6.59K +86 +7%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$75K +$1.44K +19 +2%
GRP
58
Global Retirement Partners
California
$63K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$60K +$8.16K +106 +16%
IA
60
IFP Advisors
Florida
$59K +$2.85K +37 +5%
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$44K – – –
APA
63
American Portfolios Advisors
New York
$22.1K +$22.1K +289 New
AF
64
Allworth Financial
California
$18K – – –
FHA
65
First Horizon Advisors
Tennessee
$18K – – –
NR
66
Newfound Research
Massachusetts
$16K -$9.1K -116 -36%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$15K – – –
FA
68
Fortis Advisors
Pennsylvania
$15K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$15K +$9.48K +122 +172%
SFSIG
70
San Francisco Sentry Investment Group
California
$13K +$7K +91 +117%
LNB
71
Ledyard National Bank
$13K +$13K +168 New
MFBTD
72
MB Financial Bank - Trust Department
Illinois
$11K – – –
WT
73
Whittier Trust
California
$11K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$9K – – –
CFA
75
Carroll Financial Associates
North Carolina
$9K +$9K +121 New
1 2
3
4

XLKS Hedge Fund Activity: Q4 2017 in Review

87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q4 2017, worth a combined $206M — down 34% from $311M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XLKS positions and 10 closed out — a net gain of 7 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.43M. The largest seller was Wells Fargo, cutting an estimated $72.5M.

  • 87 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q4 2017, up from 82 in Q3 2017.
  • Funds reported $206M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q4 2017, down 34% quarter-over-quarter.
  • 17 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q4 2017 and 10 closed out, a net change of +7 holders.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q4 2017 was Hilltop Holdings, an estimated $1.43M added.
  • The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q4 2017 was Wells Fargo, an estimated $72.5M sold.

Based on aggregated 13F filings for Q4 2017.