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XLVS

POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO
XLVS

Delisted

XLVS was delisted on the 22nd of March, 2011.

45 hedge funds and large institutions have $107M invested in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less funds holding

Funds holding: 5745 (-12)

32% less capital invested

Capital invested by funds: $158M → $107M (-$51.3M)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

75% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 16

Holders
45
Holders Change
-12
Holders Change %
-21.05%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
22
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$64.6M -$9.81M -148,161 -13%
Morgan Stanley
2
Morgan Stanley
New York
$6M -$12.5M -188,109 -68%
RJA
3
Raymond James & Associates
Florida
$5.17M +$287K +4,338 +6%
Citadel Advisors
4
Citadel Advisors
Florida
$3.27M +$2.13M +32,241 +188%
LPL Financial
5
LPL Financial
California
$2.5M -$469K -7,130 -16%
Bank of America
6
Bank of America
North Carolina
$2.33M -$262K -3,950 -10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.21M +$525K +7,924 +31%
UBS Group
8
UBS Group
Switzerland
$2.09M -$1.46M -22,091 -41%
Ameriprise
9
Ameriprise
Minnesota
$1.72M -$146K -2,230 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.54M +$1.54M +23,325 New
X
11
Xponance
Pennsylvania
$1.36M -$1.35M -20,432 -50%
Jane Street
12
Jane Street
New York
$1.36M +$455K +6,871 +50%
VKH
13
Virtu KCG Holdings
New York
$1.25M +$1.25M +18,902 New
RFC
14
Russell Frank Company
Washington
$1.24M -$490K -7,406 -28%
HH
15
Hilltop Holdings
Texas
$1.1M
Goldman Sachs
16
Goldman Sachs
New York
$916K -$13.2K -200 -1%
BRWA
17
B. Riley Wealth Advisors
Florida
$893K -$57K -861 -6%
GWM
18
Gupta Wealth Management
California
$877K -$146K -2,210 -14%
ST
19
Somerset Trust
Pennsylvania
$849K -$8.68K -131 -1%
CPC
20
Cookson Peirce & Co
Pennsylvania
$847K -$16.6K -250 -2%
FPC
21
Falcon Point Capital
California
$806K -$406K -6,124 -33%
MBT
22
Montecito Bank & Trust
California
$691K -$65.7K -992 -9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$590K -$2.12M -32,069 -78%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$584K -$1.9M -28,723 -77%
PCMM
25
Private Capital Management (Minnesota)
Minnesota
$397K +$397K +6,000 New

XLVS Hedge Fund Activity: Q1 2016 in Review

45 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) for Q1 2016, worth a combined $107M — down 32% from $158M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of XLVS and 4 opened new positions — a net loss of 12 holders — while 22 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $2.13M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.

  • 45 institutional investors held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) as of Q1 2016, down from 57 in Q4 2015.
  • Funds reported $107M of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO stock for Q1 2016, down 32% quarter-over-quarter.
  • 4 funds opened new POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO positions in Q1 2016 and 16 closed out, a net change of -12 holders.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO buyer in Q1 2016 was Citadel Advisors, an estimated $2.13M added.
  • The largest POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO seller in Q1 2016 was Morgan Stanley, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2016.