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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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32 hedge funds and large institutions have $18.1M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 28 → 32 (+4)

25% less capital invested

Capital invested by funds: $24.2M → $18.1M (-$6.14M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$846K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$770K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$48K
4
AIG
American International Group
New York
+$31.4K
5
CWM
Concert Wealth Management
California
+$22.8K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.01M
2
IA
IFP Advisors
Florida
-$1.3M
3
LPL Financial
LPL Financial
California
-$391K
4
Creative Planning
Creative Planning
Kansas
-$176K
5
Morgan Stanley
Morgan Stanley
New York
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.7M -$5.01M -173,691 -43%
CWM
2
Concert Wealth Management
California
$2.1M +$22.8K +791 +1%
LPL Financial
3
LPL Financial
California
$2M -$391K -13,667 -16%
Morgan Stanley
4
Morgan Stanley
New York
$1.32M -$106K -3,660 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.12M +$22.8K +805 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$846K +$846K +29,327 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$770K +$770K +26,713 New
Bank of America
8
Bank of America
North Carolina
$761K -$20K -692 -3%
TH
9
Timber Hill
Connecticut
$697K – – –
UBS Group
10
UBS Group
Switzerland
$328K -$14K -486 -4%
AIG
11
American International Group
New York
$248K +$31.4K +1,092 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$203K +$13.6K +472 +7%
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$147K -$54.9K -1,908 -27%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$132K -$11K -381 -8%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$117K +$604 +21 +0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$96K -$16K -555 -14%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$89K – – –
SBL
18
Sargent Bickham Lagudis
Colorado
$79K +$79K +2,748 New
GT
19
Glenmede Trust
Pennsylvania
$56K – – –
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$29 +1 +0.1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48K +1,650 New
MFS
22
MSI Financial Services
Massachusetts
$36K -$1.77K -61 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$34K – – –
Creative Planning
24
Creative Planning
Kansas
$28K -$176K -6,104 -86%
ACM
25
Armbruster Capital Management
New York
$19K +$19K +645 New
1
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PWJ Hedge Fund Activity: Q1 2016 in Review

32 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2016, worth a combined $18.1M — down 25% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PWJ positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $846K. The largest seller was Wells Fargo, cutting an estimated $5.01M.

  • 32 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2016, up from 28 in Q4 2015.
  • Funds reported $18.1M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2016, down 25% quarter-over-quarter.
  • 7 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2016 and 3 closed out, a net change of +4 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2016 was Citadel Advisors, an estimated $846K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2016 was Wells Fargo, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2016.