POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
44 hedge funds and large institutions have $106M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 43 → 44 (+1)
7% less capital invested
Capital invested by funds: $114M → $106M (-$7.44M)
64% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$6.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$1.01M |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$784K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$10.8M |
| 2 |
Morgan Stanley
New York
|
-$3.1M |
| 3 |
AIG
American International Group
New York
|
-$1.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$923K |
XLVS Hedge Fund Activity: Q2 2014 in Review
44 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q2 2014, worth a combined $106M — down 6.5% from $114M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XLVS positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 25 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $6.17M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $10.8M sold.
- 44 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q2 2014, up from 43 in Q1 2014.
- Funds reported $106M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q2 2014, down 6.5% quarter-over-quarter.
- 4 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q2 2014 was SG Americas Securities, an estimated $6.17M added.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q2 2014 was Niemann Capital Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2014.