POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
55 hedge funds and large institutions have $116M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
11% more capital invested
Capital invested by funds: $105M → $116M (+$11.1M)
6% more funds holding
Funds holding: 52 → 55 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.68M |
| 2 |
Millennium Management
New York
|
+$1.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$832K |
| 4 |
Morgan Stanley
New York
|
+$769K |
| 5 |
SG
StoneX Group
New York
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.35M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$840K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$489K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
51
First Horizon Advisors
Memphis,
Tennessee
| $12K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $5K | – | – | – |
|
53
Barclays
London,
United Kingdom
| $1K | – | – | – |
|
|
AIM
54
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | +$1K | +16 | New |
|
|
MIAN
55
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$1.35M | -16,864 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$1.19M | -14,912 | Closed |
|
|
VKH
57
Virtu KCG Holdings
New York
| – | -$272K | -3,401 | Closed |
|
|
CAG
58
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$49K | -600 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$40K | -500 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$1K | -13 | Closed |
|
XLVS Hedge Fund Activity: Q2 2017 in Review
55 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q2 2017, worth a combined $116M — up 11% from $105M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XLVS positions and 6 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $1.68M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $1.35M sold.
- 55 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q2 2017, up from 52 in Q1 2017.
- Funds reported $116M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q2 2017, up 11% quarter-over-quarter.
- 9 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q2 2017 and 6 closed out, a net change of +3 holders.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q2 2017 was Clark Capital Management Group, an estimated $1.68M added.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2017.