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XLYS

POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT
XLYS

Delisted

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

23 hedge funds and large institutions have $89.2M invested in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $90M → $89.2M (-$851K)

4% less funds holding

Funds holding: 2423 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$69.8M +$926K +19,308 +1%
Morgan Stanley
2
Morgan Stanley
New York
$8.79M -$726K -15,132 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.94M +$903K +18,833 +44%
Ameriprise
4
Ameriprise
Minnesota
$1.53M +$560K +11,670 +57%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.36M +$226K +4,729 +20%
LPL Financial
6
LPL Financial
California
$1.06M -$27.4K -572 -3%
VF
7
Virtu Financial
New York
$948K +$601K +12,565 +174%
Bank of America
8
Bank of America
North Carolina
$710K +$4.41K +92 +0.6%
Jane Street
9
Jane Street
New York
$622K +$276K +5,745 +80%
U
10
UBS
Switzerland
$400K +$1.58K +33 +0.4%
FAAS
11
First Allied Advisory Services
California
$220K -$11.3K -236 -5%
PI
12
Placemark Investments
Illinois
$210K +$210K +4,382 New
X
13
Xponance
Pennsylvania
$161K -$265K -5,550 -62%
Deutsche Bank
14
Deutsche Bank
Germany
$158K -$55.1K -1,150 -26%
AIG
15
American International Group
New York
$141K -$1.16M -24,212 -89%
TRCT
16
Tower Research Capital (TRC)
New York
$38K -$14.3K -301 -27%
MFS
17
MSI Financial Services
Massachusetts
$26K
Citigroup
18
Citigroup
New York
$23K
PTC
19
Private Trust Company
Ohio
$9K
US Bancorp
20
US Bancorp
Minnesota
$6K +$6K +119 New
GSC
21
Ground Swell Capital
South Carolina
$6K +$6K +129 New
TWA
22
TCI Wealth Advisors
Arizona
$5K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$4K
GA
24
Gateway Advisory
New Jersey
-$1.61M -33,316 Closed
AP
25
Advisors Preferred
Maryland
-$80.6K -1,672 Closed

XLYS Hedge Fund Activity: Q2 2014 in Review

23 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) for Q2 2014, worth a combined $89.2M — down 0.94% from $90M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XLYS and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $926K. The largest seller was Gateway Advisory, exiting entirely with an estimated $1.61M sold.

  • 23 institutional investors held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) as of Q2 2014, down from 24 in Q1 2014.
  • Funds reported $89.2M of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT stock for Q2 2014, down 0.94% quarter-over-quarter.
  • 3 funds opened new POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT positions in Q2 2014 and 4 closed out, a net change of -1 holder.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT buyer in Q2 2014 was Wells Fargo, an estimated $926K added.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT seller in Q2 2014 was Gateway Advisory, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2014.