POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$6.29M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.88M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.79M |
| 5 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.67M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.92M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.39M |
| 5 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$864K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HH
76
Hilltop Holdings
Dallas,
Texas
| – | -$1.63M | -16,543 | Closed |
|
|
AFNAS
77
American Financial Network Advisory Services
Calabasas,
California
| – | -$864K | -8,773 | Closed |
|
|
SB
78
Suntrust Banks
Atlanta,
Georgia
| – | -$403K | -4,586 | Closed |
|
|
GWA
79
Guidant Wealth Advisors
Palatine,
Illinois
| – | -$79K | -1,327 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -84 | Closed |
|
|
CA
81
Calton & Associates
Tampa,
Florida
| – | -$8K | -75 | Closed |
|
82
SEI Investments
Oaks,
Pennsylvania
| – | -$6K | -65 | Closed |
|
|
WAP
83
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$5K | -53 | Closed |
|
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.