POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.14M |
| 2 |
Jane Street
New York
|
+$1.74M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$775K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$595K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$427K |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$330K |
| 4 |
Morgan Stanley
New York
|
-$287K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bessemer Group
Woodbridge,
New Jersey
| $13K | – | – | – |
|
|
SFSIG
52
San Francisco Sentry Investment Group
San Francisco,
California
| $13K | +$8.25K | +85 | +173% |
|
|
LNB
53
Ledyard National Bank
| $13K | +$13K | +137 | New |
|
|
CA
54
Calton & Associates
Tampa,
Florida
| $8K | +$8K | +75 | New |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$8K | +84 | New |
|
56
US Bancorp
Minneapolis,
Minnesota
| $7K | +$7K | +70 | New |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| $6K | – | – | – |
|
58
SEI Investments
Oaks,
Pennsylvania
| $6K | +$6K | +65 | New |
|
|
WAP
59
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5K | +$5K | +53 | New |
|
|
SWP
60
Stratos Wealth Partners
Beachwood,
Ohio
| $4K | +$4K | +45 | New |
|
61
Barclays
London,
United Kingdom
| $1K | – | – | – |
|
|
PCG
62
Private Capital Group
West Hartford,
Connecticut
| $24 | +$24 | +514 | New |
|
63
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$32K | -350 | Closed |
|
|
MPWT
64
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$20.6K | -222 | Closed |
|
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.