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XLYS

POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT
XLYS

Delisted

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

30 hedge funds and large institutions have $72.9M invested in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 2830 (+2)

13% less capital invested

Capital invested by funds: $83.4M → $72.9M (-$10.5M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$57.4M -$10.9M -222,997 -16%
VF
2
Virtu Financial
New York
$2.49M +$2.49M +51,024 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.73M +$1.73M +35,289 New
Morgan Stanley
4
Morgan Stanley
New York
$1.61M -$5.57M -113,936 -78%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.58M +$1.18M +24,165 +295%
Jane Street
6
Jane Street
New York
$1.51M +$1.51M +30,989 New
LPL Financial
7
LPL Financial
California
$1.41M -$153K -3,230 -10%
X
8
Xponance
Pennsylvania
$1.27M +$184K +3,766 +17%
UBS Group
9
UBS Group
Switzerland
$935K +$368K +7,533 +65%
HH
10
Hilltop Holdings
Texas
$810K
WI
11
WrapManager Inc
California
$449K +$449K +9,190 New
Bank of America
12
Bank of America
North Carolina
$446K -$416K -8,509 -48%
Goldman Sachs
13
Goldman Sachs
New York
$432K -$60.8K -1,243 -12%
Citigroup
14
Citigroup
New York
$349K +$190K +3,889 +119%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$221K -$19.5K -400 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$81K +$81K +1,665 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$31K +$27.5K +569 +779%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24K -$1.04M -21,736 -98%
Creative Planning
19
Creative Planning
Kansas
$24K
NR
20
Newfound Research
Massachusetts
$22K +$22K +448 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$19K -$1.84K -38 -9%
TRCT
22
Tower Research Capital (TRC)
New York
$19K +$16.4K +334 +630%
AIG
23
American International Group
New York
$14K -$295K -6,074 -95%
ACM
24
Argentus Capital Management
Texas
$11K +$11K +219 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5K -$20.9K -418 -81%

XLYS Hedge Fund Activity: Q1 2016 in Review

30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) for Q1 2016, worth a combined $72.9M — down 13% from $83.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XLYS positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $2.49M. The largest seller was Wells Fargo, cutting an estimated $10.9M.

  • 30 institutional investors held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) as of Q1 2016, up from 28 in Q4 2015.
  • Funds reported $72.9M of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT stock for Q1 2016, down 13% quarter-over-quarter.
  • 7 funds opened new POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT positions in Q1 2016 and 5 closed out, a net change of +2 holders.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT buyer in Q1 2016 was Virtu Financial, an estimated $2.49M added.
  • The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT seller in Q1 2016 was Wells Fargo, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2016.