POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
30 hedge funds and large institutions have $19.2M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $16.8M → $19.2M (+$2.37M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
3% less funds holding
Funds holding: 31 → 30 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.49M |
| 2 |
IH
IFC Holdings
Tampa,
Florida
|
+$743K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$403K |
| 4 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$233K |
| 5 |
Morgan Stanley
New York
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Concert Wealth Management
San Jose,
California
|
-$2.26M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$209K |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$139K |
| 5 |
LPL Financial
San Diego,
California
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $14K | – | – | – |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $11.2K | +$11.2K | +308 | New |
|
28
Citigroup
New York
| $10K | – | – | – |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.66K | – | – | – |
|
|
CWM
30
Concert Wealth Management
San Jose,
California
| – | -$2.26M | -72,979 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$209K | -6,122 | Closed |
|
|
TAIM
32
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$139K | -4,065 | Closed |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| – | -$17K | -500 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$15K | -450 | Closed |
|
PWJ Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q2 2017, worth a combined $19.2M — up 14% from $16.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PWJ and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.49M. The largest seller was Concert Wealth Management, exiting entirely with an estimated $2.26M sold.
- 30 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q2 2017, down from 31 in Q1 2017.
- Funds reported $19.2M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q2 2017, up 14% quarter-over-quarter.
- 4 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q2 2017 and 5 closed out, a net change of -1 holder.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $1.49M added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q2 2017 was Concert Wealth Management, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2017.