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XLYS

POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT
XLYS

Delisted

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

28 hedge funds and large institutions have $83.4M invested in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 3028 (-2)

8% less capital invested

Capital invested by funds: $90.8M → $83.4M (-$7.45M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$64.1M -$2.74M -59,598 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.75M -$903K -19,654 -12%
RJA
3
Raymond James & Associates
Florida
$3.92M +$3.92M +85,405 New
LPL Financial
4
LPL Financial
California
$1.48M +$614K +13,605 +71%
X
5
Xponance
Pennsylvania
$1.02M +$505K +11,006 +97%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.02M -$305K -6,647 -23%
Ameriprise
7
Ameriprise
Minnesota
$1.01M +$44.1K +960 +5%
Bank of America
8
Bank of America
North Carolina
$810K -$79.6K -1,733 -9%
HH
9
Hilltop Holdings
Texas
$762K
UBS Group
10
UBS Group
Switzerland
$532K -$981K -21,381 -65%
Goldman Sachs
11
Goldman Sachs
New York
$463K -$6.57K -143 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$376K -$1.69M -36,784 -82%
AIG
13
American International Group
New York
$293K -$93.2K -2,024 -24%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$226K -$3.21K -70 -1%
BTS
15
BB&T Securities
Virginia
$206K -$9.84K -215 -5%
Citigroup
16
Citigroup
New York
$150K -$214K -4,660 -59%
US Bancorp
17
US Bancorp
Minnesota
$71K +$20.7K +452 +41%
IA
18
IFP Advisors
Florida
$53K +$53K +1,155 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$24K -$3.66K -79 -13%
Creative Planning
20
Creative Planning
Kansas
$23K +$19.1K +407 +485%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$20K
MFS
22
MSI Financial Services
Massachusetts
$8K +$8K +177 New
TWA
23
TCI Wealth Advisors
Arizona
$5K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$5K +$50 +1 +1%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3K -$232K -5,656 -99%

XLYS Hedge Fund Activity: Q4 2015 in Review

28 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) for Q4 2015, worth a combined $83.4M — down 8.2% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XLYS and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $3.92M. The largest seller was Wells Fargo, cutting an estimated $2.74M.

  • 28 institutional investors held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) as of Q4 2015, down from 30 in Q3 2015.
  • Funds reported $83.4M of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT stock for Q4 2015, down 8.2% quarter-over-quarter.
  • 3 funds opened new POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT positions in Q4 2015 and 5 closed out, a net change of -2 holders.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT buyer in Q4 2015 was Raymond James & Associates, an estimated $3.92M added.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT seller in Q4 2015 was Wells Fargo, an estimated $2.74M sold.

Based on aggregated 13F filings for Q4 2015.