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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 $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.

New
Increased
Maintained
Reduced
Closed

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

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.49M
2
IH
IFC Holdings
Florida
+$743K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$403K
4
UWPG
Ullmann Wealth Partners Group
Florida
+$233K
5
Morgan Stanley
Morgan Stanley
New York
+$142K

Top Sellers

1
CWM
Concert Wealth Management
California
-$2.26M
2
IA
IFP Advisors
Florida
-$1.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$209K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$139K
5
LPL Financial
LPL Financial
California
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.33M +$142K +3,877 +4%
UWPG
2
Ullmann Wealth Partners Group
Florida
$3.23M +$233K +6,366 +8%
IFWM
3
Institute for Wealth Management
Colorado
$2.57M +$2.57M +70,250 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.73M +$1.49M +40,665 +611%
Wells Fargo
5
Wells Fargo
California
$1.71M +$79.3K +2,167 +5%
SG Americas Securities
6
SG Americas Securities
New York
$1.06M +$133K +3,620 +14%
TH
7
Timber Hill
Connecticut
$848K -$17.8K -485 -2%
IH
8
IFC Holdings
Florida
$743K +$743K +20,275 New
LPL Financial
9
LPL Financial
California
$727K -$118K -3,229 -14%
Bank of America
10
Bank of America
North Carolina
$644K -$73.1K -1,998 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$403K +$403K +11,007 New
AG
12
Advisor Group
Arizona
$328K +$20.8K +570 +7%
UBS Group
13
UBS Group
Switzerland
$307K -$104K -2,849 -25%
Jane Street
14
Jane Street
New York
$251K +$20K +547 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$217K +$19.2K +525 +10%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$216K – – –
Ameriprise
17
Ameriprise
Minnesota
$214K -$37.5K -1,026 -15%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$174K – – –
IA
19
IFP Advisors
Florida
$103K -$1.49M -40,899 -94%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$82K -$14.6K -399 -15%
BCMIO
21
Beacon Capital Management Inc (Ohio)
Ohio
$76K -$13.1K -356 -15%
GT
22
Glenmede Trust
Pennsylvania
$66K – – –
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56K +$73 +2 +0.1%
Creative Planning
24
Creative Planning
Kansas
$36K – – –
YWP
25
YorkBridge Wealth Partners
New York
$15K -$3.03K -84 -17%
1
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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.