POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS
XLVS was delisted on the 22nd of March, 2011.
7 hedge funds and large institutions have $29.8M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 70 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
82% less capital invested
Capital invested by funds: $162M → $29.8M (-$132M)
91% less funds holding
Funds holding: 75 → 7 (-68)
97% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$23.8M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$242K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$50K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$95M |
| 2 |
Morgan Stanley
New York
|
-$8.26M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$6.29M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$6.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
76
MUFG Americas
New York
| – | -$4K | -32 | Closed |
|
77
Barclays
London,
United Kingdom
| – | -$2K | -15 | Closed |
|
XLVS Hedge Fund Activity: Q2 2018 in Review
7 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q2 2018, worth a combined $29.8M — down 82% from $162M a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of XLVS and 2 opened new positions — a net loss of 68 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Niemann Capital Management, adding an estimated $23.8M. The largest seller was Wells Fargo, exiting entirely with an estimated $95M sold.
- 7 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q2 2018, down from 75 in Q1 2018.
- Funds reported $29.8M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q2 2018, down 82% quarter-over-quarter.
- 2 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q2 2018 and 70 closed out, a net change of -68 holders.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q2 2018 was Niemann Capital Management, an estimated $23.8M added.
- The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q2 2018 was Wells Fargo, an estimated $95M sold.
Based on aggregated 13F filings for Q2 2018.