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PWJ

POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ

Delisted

PWJ was delisted on the 15th of June, 2011.

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38 hedge funds and large institutions have $34.9M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

52% more capital invested

Capital invested by funds: $23M → $34.9M (+$11.9M)

12% more funds holding

Funds holding: 34 → 38 (+4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.41M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Wells Fargo
Wells Fargo
California
+$1.3M
4
ACP
Arcus Capital Partners
Georgia
+$1.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M

Top Sellers

1
UWPG
Ullmann Wealth Partners Group
Florida
-$324K
2
FAIM
Financial Advocates Investment Management
Washington
-$277K
3
Jane Street
Jane Street
New York
-$163K
4
IFWM
Institute for Wealth Management
Colorado
-$75.5K
5
UBS Group
UBS Group
Switzerland
-$45.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$92K -$544 -12 -0.6%
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$85K -$7.8K -171 -8%
AF
28
Advisornet Financial
Minnesota
$64K – – –
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K -$18.1K -400 -26%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$47K – – –
William Blair & Company
31
William Blair & Company
Illinois
$41K +$41K +900 New
SPIA
32
Steward Partners Investment Advisory
New York
$18K – – –
YWP
33
YorkBridge Wealth Partners
New York
$15K -$705 -15 -4%
IA
34
IFP Advisors
Florida
$15K – – –
PG
35
Patten Group
Tennessee
$15K +$15K +325 New
Citigroup
36
Citigroup
New York
$13K – – –
WEC
37
Winslow Evans & Crocker
Massachusetts
$4.56K – – –
IH
38
IFC Holdings
Florida
– -$973K -22,925 Closed
FAIM
39
Financial Advocates Investment Management
Washington
– -$277K -6,523 Closed
FAAS
40
First Allied Advisory Services
California
– -$12K -285 Closed
SEI Investments
41
SEI Investments
Pennsylvania
– -$7K -159 Closed
1
2

PWJ Hedge Fund Activity: Q1 2018 in Review

38 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2018, worth a combined $34.9M — up 52% from $23M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PWJ positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.41M. The largest seller was Ullmann Wealth Partners Group, cutting an estimated $324K.

  • 38 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $34.9M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2018, up 52% quarter-over-quarter.
  • 8 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2018 and 4 closed out, a net change of +4 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2018 was LPL Financial, an estimated $4.41M added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2018 was Ullmann Wealth Partners Group, an estimated $324K sold.

Based on aggregated 13F filings for Q1 2018.