POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT
XLPS
XLPS was delisted on the 22nd of March, 2011.
32 hedge funds and large institutions have $22.6M invested in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
13% more capital invested
Capital invested by funds: $19.9M → $22.6M (+$2.67M)
10% more funds holding
Funds holding: 29 → 32 (+3)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.64M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$1.03M |
| 3 |
SG Americas Securities
New York
|
+$815K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$690K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.08M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$608K |
| 3 |
LPL Financial
San Diego,
California
|
-$594K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$196K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $38K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $28K | – | – | – |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| $16K | – | – | – |
|
|
NR
29
Newfound Research
Wellesley Hills,
Massachusetts
| $13K | +$143 | +2 | +1% |
|
|
CHC
30
City Holding Co
Charleston,
West Virginia
| $10K | – | – | – |
|
|
AIM
31
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | – | – | – |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| – | -$39K | -568 | Closed |
|
XLPS Hedge Fund Activity: Q1 2017 in Review
32 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) for Q1 2017, worth a combined $22.6M — up 13% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XLPS positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $1.64M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.08M.
- 32 institutional investors held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) as of Q1 2017, up from 29 in Q4 2016.
- Funds reported $22.6M of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT stock for Q1 2017, up 13% quarter-over-quarter.
- 5 funds opened new POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT positions in Q1 2017 and 1 closed out, a net change of +4 holders.
- The largest POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT buyer in Q1 2017 was D.A. Davidson & Co, an estimated $1.64M added.
- The largest POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT seller in Q1 2017 was United Capital Financial Advisors, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2017.