POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
30 hedge funds and large institutions have $13.7M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 8 closing their positions.
6% less funds holding
Funds holding: 32 → 30 (-2)
24% less capital invested
Capital invested by funds: $18.1M → $13.7M (-$4.37M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
| 3 |
Jane Street
New York
|
+$594K |
| 4 |
SG Americas Securities
New York
|
+$574K |
| 5 |
Morgan Stanley
New York
|
+$133K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.29M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$846K |
| 5 |
AIG
American International Group
New York
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
26
Financial Architects (New Jersey)
Marlton,
New Jersey
| $12K | – | – | – |
|
27
Citigroup
New York
| $8K | -$6.54K | -225 | -45% |
|
|
CCA
28
Checchi Capital Advisers
Beverly Hills,
California
| $6K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $6K | +$6K | +200 | New |
|
|
30
HighTower Advisors
Chicago,
Illinois
| – | -$1.12M | -39,682 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$846K | -29,327 | Closed |
|
|
AIG
32
American International Group
New York
| – | -$248K | -8,629 | Closed |
|
|
SBL
33
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$79K | -2,748 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$48K | -1,650 | Closed |
|
|
ACM
35
Armbruster Capital Management
Pittsford,
New York
| – | -$19K | -645 | Closed |
|
|
MFW
36
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$2K | -100 | Closed |
|
|
NFG
37
Next Financial Group
Houston,
Texas
| – | -$2K | -92 | Closed |
|
PWJ Hedge Fund Activity: Q2 2016 in Review
30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q2 2016, worth a combined $13.7M — down 24% from $18.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PWJ and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was IFP Advisors, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $5.4M.
- 30 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q2 2016, down from 32 in Q1 2016.
- Funds reported $13.7M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q2 2016, down 24% quarter-over-quarter.
- 6 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q2 2016 and 8 closed out, a net change of -2 holders.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q2 2016 was IFP Advisors, an estimated $1.27M added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q2 2016 was Wells Fargo, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2016.