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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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28 hedge funds and large institutions have $16.5M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

27% more capital invested

Capital invested by funds: $13M → $16.5M (+$3.49M)

0% more funds holding

Funds holding: 28 → 28 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$472K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$247K
3
Bank of America
Bank of America
North Carolina
+$58K
4
SG Americas Securities
SG Americas Securities
New York
+$37.2K
5
Citadel Advisors
Citadel Advisors
Florida
+$27.8K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$105K
2
LPL Financial
LPL Financial
California
-$78.5K
3
UBS Group
UBS Group
Switzerland
-$76.2K
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$41K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1
Ullmann Wealth Partners Group
Florida
$3.09M +$3.09M +94,763 New
Morgan Stanley
2
Morgan Stanley
New York
$2.31M +$472K +15,202 +26%
CWM
3
Concert Wealth Management
California
$2.26M +$11.3K +365 +0.5%
Wells Fargo
4
Wells Fargo
California
$1.39M -$105K -3,375 -7%
IA
5
IFP Advisors
Florida
$1.34M +$14.6K +471 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.1M +$247K +7,945 +29%
LPL Financial
7
LPL Financial
California
$769K -$78.5K -2,505 -9%
TH
8
Timber Hill
Connecticut
$750K – – –
SG Americas Securities
9
SG Americas Securities
New York
$727K +$37.2K +1,200 +5%
Bank of America
10
Bank of America
North Carolina
$703K +$58K +1,869 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$432K +$27.8K +895 +7%
UBS Group
12
UBS Group
Switzerland
$292K -$76.2K -2,458 -21%
AG
13
Advisor Group
Arizona
$251K -$11.4K -366 -4%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$194K +$62 +2 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$190K +$841 +27 +0.4%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$153K +$25.8K +830 +20%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$142K – – –
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$86K -$41K -1,324 -32%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$82K – – –
GT
20
Glenmede Trust
Pennsylvania
$60K – – –
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$31 +1 +0.1%
MFS
22
MSI Financial Services
Massachusetts
$41K – – –
Creative Planning
23
Creative Planning
Kansas
$30K – – –
WA
24
WFG Advisors
Texas
$16K – – –
YWP
25
YorkBridge Wealth Partners
New York
$16K +$16K +500 New
1
2

PWJ Hedge Fund Activity: Q4 2016 in Review

28 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2016, worth a combined $16.5M — up 27% from $13M a quarter earlier.

Fund positioning in PWJ was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472K. The largest seller was Wells Fargo, cutting an estimated $105K.

  • 28 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $16.5M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2016, up 27% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2016 and 3 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2016 was Morgan Stanley, an estimated $472K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2016 was Wells Fargo, an estimated $105K sold.

Based on aggregated 13F filings for Q4 2016.