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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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75 hedge funds and large institutions have $162M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $133M → $162M (+$29.4M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

17% more funds holding

Funds holding: 64 → 75 (+11)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
20
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
+$6.29M
2
UCFA
United Capital Financial Advisors
Texas
+$3.82M
3
Bank of America
Bank of America
North Carolina
+$1.88M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.79M
5
PSF
Pacific Sun Financial
California
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.67M
2
Wells Fargo
Wells Fargo
California
-$1.92M
3
HH
Hilltop Holdings
Texas
-$1.63M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
5
AFNAS
American Financial Network Advisory Services
California
-$864K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$598K +$318K +2,854 +114%
WI
27
WrapManager Inc
California
$566K -$68.9K -619 -11%
SG
28
StoneX Group
New York
$531K +$89.2K +801 +20%
ASN
29
Advisory Services Network
Georgia
$502K +$502K +4,510 New
HighTower Advisors
30
HighTower Advisors
Illinois
$474K +$106K +954 +29%
NFG
31
Next Financial Group
Texas
$453K +$453K +4,068 New
HFS
32
HL Financial Services
Kentucky
$426K -$104K -934 -20%
CPC
33
Cookson Peirce & Co
Pennsylvania
$424K +$424K +3,810 New
NCM
34
Niemann Capital Management
Nevada
$419K +$419K +3,762 New
AG
35
Advisor Group
Arizona
$371K +$219K +1,965 +144%
SAM
36
Seelaus Asset Management
New Jersey
$365K – – –
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$345K +$345K +3,100 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$332K +$332K +2,977 New
FAAS
39
First Allied Advisory Services
California
$304K +$287K +2,567 +1,723%
IC
40
Inverness Counsel
New York
$252K – – –
NA
41
NewEdge Advisors
Louisiana
$225K +$225K +2,073 New
SAM
42
Solaris Asset Management
New York
$188K -$488K -4,377 -72%
SG Americas Securities
43
SG Americas Securities
New York
$173K +$173K +1,550 New
SWM
44
SeaCrest Wealth Management
New York
$118K -$27.4K -245 -19%
SIM
45
Sonora Investment Management
Arizona
$87K +$87K +781 New
DBT
46
Dubuque Bank & Trust
Iowa
$80K – – –
IA
47
IFP Advisors
Florida
$69K – – –
GRP
48
Global Retirement Partners
California
$59K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$58K +$22.4K +200 +63%
SFM
50
Signet Financial Management
New Jersey
$46K +$46K +413 New
1
2
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XLVS Hedge Fund Activity: Q1 2018 in Review

75 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q1 2018, worth a combined $162M — up 22% from $133M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XLVS positions and 9 closed out — a net gain of 11 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $6.29M. The largest seller was Raymond James & Associates, cutting an estimated $2.67M.

  • 75 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q1 2018, up from 64 in Q4 2017.
  • Funds reported $162M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q1 2018, up 22% quarter-over-quarter.
  • 20 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q1 2018 and 9 closed out, a net change of +11 holders.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q1 2018 was Barometer Capital Management, an estimated $6.29M added.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q1 2018 was Raymond James & Associates, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2018.