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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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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$1.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M
3
Jane Street
Jane Street
New York
+$594K
4
SG Americas Securities
SG Americas Securities
New York
+$574K
5
Morgan Stanley
Morgan Stanley
New York
+$133K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.4M
2
LPL Financial
LPL Financial
California
-$1.29M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$846K
5
AIG
American International Group
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1
Concert Wealth Management
California
$2.14M -$8.99K -305 -0.4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.83M +$1.04M +35,403 +133%
Morgan Stanley
3
Morgan Stanley
New York
$1.48M +$133K +4,529 +10%
Wells Fargo
4
Wells Fargo
California
$1.44M -$5.4M -183,506 -79%
IA
5
IFP Advisors
Florida
$1.27M +$1.27M +42,978 New
LPL Financial
6
LPL Financial
California
$790K -$1.29M -43,386 -62%
Bank of America
7
Bank of America
North Carolina
$762K -$14.3K -487 -2%
TH
8
Timber Hill
Connecticut
$712K – – –
Jane Street
9
Jane Street
New York
$594K +$594K +20,175 New
SG Americas Securities
10
SG Americas Securities
New York
$574K +$574K +19,502 New
SG
11
Societe Generale
$574K +$574K +19,502 New
UBS Group
12
UBS Group
Switzerland
$288K -$46.2K -1,569 -14%
AG
13
Advisor Group
Arizona
$249K +$249K +8,528 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$184K -$23.8K -809 -11%
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$139K -$11.5K -390 -8%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$135K – – –
TAIM
17
TD Ameritrade Investment Management
Nebraska
$131K +$11.1K +376 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$98K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$77K -$11.7K -400 -13%
GT
20
Glenmede Trust
Pennsylvania
$57K – – –
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K +$59 +2 +0.1%
MFS
22
MSI Financial Services
Massachusetts
$39K +$2.39K +81 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$34K – – –
Creative Planning
24
Creative Planning
Kansas
$29K – – –
WA
25
WFG Advisors
Texas
$15K – – –
1
2

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.