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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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64 hedge funds and large institutions have $133M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

31% more funds holding

Funds holding: 49 → 64 (+15)

12% more capital invested

Capital invested by funds: $118M → $133M (+$14.7M)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
64
Holders Change
+15
Holders Change %
+30.61%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
15
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.14M
2
Jane Street
Jane Street
New York
+$1.74M
3
HH
Hilltop Holdings
Texas
+$1.63M
4
Bank of America
Bank of America
North Carolina
+$775K
5
UBS Group
UBS Group
Switzerland
+$755K

Top Sellers

Rank Fund Capital Flow
1
X
Xponance
Pennsylvania
-$595K
2
RJA
Raymond James & Associates
Florida
-$427K
3
WI
WrapManager Inc
California
-$330K
4
Morgan Stanley
Morgan Stanley
New York
-$287K
5
UCFA
United Capital Financial Advisors
Texas
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
26
HL Financial Services
Kentucky
$469K – – –
SB
27
Suntrust Banks
Georgia
$403K +$12K +137 +3%
SG
28
StoneX Group
New York
$391K -$137K -1,386 -26%
HighTower Advisors
29
HighTower Advisors
Illinois
$325K +$886 +9 +0.3%
SAM
30
Seelaus Asset Management
New Jersey
$323K +$323K +3,280 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$305K -$1.68K -17 -0.5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$247K +$247K +2,512 New
AG
33
Advisor Group
Arizona
$136K +$36.1K +363 +36%
SWM
34
SeaCrest Wealth Management
New York
$128K +$128K +1,302 New
SFG
35
SevenBridge Financial Group
Pennsylvania
$79K – – –
GWA
36
Guidant Wealth Advisors
Illinois
$79K +$79K +1,327 New
DBT
37
Dubuque Bank & Trust
Iowa
$71K – – –
IA
38
IFP Advisors
Florida
$69K – – –
GRP
39
Global Retirement Partners
California
$52K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$38K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$31K -$5.05K -52 -14%
BlackRock
42
BlackRock
New York
$23K -$991 -10 -4%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$23K – – –
AF
44
Allworth Financial
California
$22K – – –
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$21K – – –
NR
46
Newfound Research
Massachusetts
$17K -$9.81K -101 -37%
FAAS
47
First Allied Advisory Services
California
$15K +$15K +149 New
CFA
48
Carroll Financial Associates
North Carolina
$15K +$15K +154 New
FHA
49
First Horizon Advisors
Tennessee
$14K – – –
TWA
50
TCI Wealth Advisors
Arizona
$14K – – –
1
2
3

XLVS Hedge Fund Activity: Q4 2017 in Review

64 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q4 2017, worth a combined $133M — up 12% from $118M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XLVS positions and 2 closed out — a net gain of 16 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.14M. The largest seller was Xponance, cutting an estimated $595K.

  • 64 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $133M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q4 2017, up 12% quarter-over-quarter.
  • 18 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q4 2017 and 2 closed out, a net change of +16 holders.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q4 2017 was Susquehanna International Group, an estimated $3.14M added.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q4 2017 was Xponance, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2017.