POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
57 hedge funds and large institutions have $158M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
8% more funds holding
Funds holding: 53 → 57 (+4)
1% less capital invested
Capital invested by funds: $161M → $158M (-$2.38M)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.06M |
| 2 |
Morgan Stanley
New York
|
+$3.36M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3.31M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.94M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$10.7M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.39M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.17M |
XLVS Hedge Fund Activity: Q4 2015 in Review
57 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q4 2015, worth a combined $158M — down 1.5% from $161M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XLVS positions and 9 closed out — a net gain of 4 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $4.06M. The largest seller was Envestnet Asset Management, cutting an estimated $11.2M.
- 57 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q4 2015, up from 53 in Q3 2015.
- Funds reported $158M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q4 2015, down 1.5% quarter-over-quarter.
- 13 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q4 2015 and 9 closed out, a net change of +4 holders.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q4 2015 was Raymond James & Associates, an estimated $4.06M added.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q4 2015 was Envestnet Asset Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2015.