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XLVS

POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS

Delisted

XLVS was delisted on the 22nd of March, 2011.

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52 hedge funds and large institutions have $105M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

16% more funds holding

Funds holding: 45 → 52 (+7)

13% more capital invested

Capital invested by funds: $92.8M → $105M (+$11.9M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.31M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$1.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.09M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.07M
5
CAS
Cue Advisory Services
Arizona
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
2
WI
WBI Investments
New Jersey
-$1.72M
3
UCFA
United Capital Financial Advisors
Texas
-$643K
4
UBS Group
UBS Group
Switzerland
-$528K
5
Ameriprise
Ameriprise
Minnesota
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
26
HL Financial Services
Kentucky
$330K – – –
PCMM
27
Private Capital Management (Minnesota)
Minnesota
$320K -$56K -700 -15%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$283K -$10.6K -133 -4%
VKH
29
Virtu KCG Holdings
New York
$272K +$272K +3,401 New
SB
30
Suntrust Banks
Georgia
$248K +$248K +3,164 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$200K -$182K -2,270 -48%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$130K – – –
SFG
33
SevenBridge Financial Group
Pennsylvania
$63K – – –
AG
34
Advisor Group
Arizona
$52K -$47.2K -590 -48%
CAG
35
Crestwood Advisors Group
Massachusetts
$49K +$49K +600 New
GRP
36
Global Retirement Partners
California
$42K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$40K +$40K +500 New
WA
38
WFG Advisors
Texas
$36K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$30K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$30K +$18K +230 +150%
IA
41
IFP Advisors
Florida
$28K – – –
BlackRock
42
BlackRock
New York
$20K -$876 -11 -4%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$18K – – –
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$17.8K – – –
NR
45
Newfound Research
Massachusetts
$13K – – –
TWA
46
TCI Wealth Advisors
Arizona
$12K – – –
FHA
47
First Horizon Advisors
Tennessee
$11K +$11K +142 New
PA
48
Parallel Advisors
California
$5K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$1K +$1K +13 New
Barclays
50
Barclays
United Kingdom
$1K +$1K +15 New
1
2
3

XLVS Hedge Fund Activity: Q1 2017 in Review

52 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q1 2017, worth a combined $105M — up 13% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XLVS positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.31M. The largest seller was Citadel Advisors, cutting an estimated $2.66M.

  • 52 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q1 2017, up from 45 in Q4 2016.
  • Funds reported $105M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q1 2017, up 13% quarter-over-quarter.
  • 10 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q1 2017 and 2 closed out, a net change of +8 holders.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q1 2017 was Wells Fargo, an estimated $4.31M added.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q1 2017 was Citadel Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2017.