POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.31M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.35M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.09M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.07M |
| 5 |
CAS
Cue Advisory Services
Phoenix,
Arizona
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.66M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.72M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$643K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$528K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$486K |
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.