POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
1% more funds holding
Funds holding: 72 → 73 (+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: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $349M → $324M (-$25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.79M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.38M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.24M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$36M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.54M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.95M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| – | -$2K | -27 | 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.