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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 $28.9M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $19.2M → $28.9M (+$9.69M)

0% more funds holding

Funds holding: 30 → 30 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
+$8.23M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$1.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$875K
4
Morgan Stanley
Morgan Stanley
New York
+$517K
5
HighTower Advisors
HighTower Advisors
Illinois
+$222K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$1.06M
2
TH
Timber Hill
Connecticut
-$282K
3
Jane Street
Jane Street
New York
-$251K
4
Wells Fargo
Wells Fargo
California
-$193K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$8.23M +$8.23M +213,785 New
UWPG
2
Ullmann Wealth Partners Group
Florida
$4.12M +$1.34M +42,474 +48%
Morgan Stanley
3
Morgan Stanley
New York
$4.02M +$517K +13,434 +15%
IFWM
4
Institute for Wealth Management
Colorado
$2.69M -$18K -466 -0.7%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.88M +$54.7K +1,421 +3%
Wells Fargo
6
Wells Fargo
California
$1.6M -$193K -5,009 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$875K +$875K +22,740 New
LPL Financial
8
LPL Financial
California
$752K -$12.2K -318 -2%
Bank of America
9
Bank of America
North Carolina
$664K -$13.7K -356 -2%
IH
10
IFC Holdings
Florida
$660K -$120K -3,120 -15%
TH
11
Timber Hill
Connecticut
$610K -$282K -7,330 -32%
AG
12
Advisor Group
Arizona
$560K +$215K +5,573 +62%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$410K -$13.8K -358 -3%
Ameriprise
14
Ameriprise
Minnesota
$369K +$144K +3,733 +64%
UBS Group
15
UBS Group
Switzerland
$306K -$17.4K -452 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$227K – – –
HighTower Advisors
17
HighTower Advisors
Illinois
$222K +$222K +5,760 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$183K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$102K -$126K -3,287 -55%
GT
20
Glenmede Trust
Pennsylvania
$88K +$13.2K +346 +18%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$85K – – –
BCMIO
22
Beacon Capital Management Inc (Ohio)
Ohio
$79K -$230 -6 -0.3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K – – –
IA
24
IFP Advisors
Florida
$28K -$81.1K -2,100 -74%
YWP
25
YorkBridge Wealth Partners
New York
$16K – – –
1
2

PWJ Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $28.9M — up 51% from $19.2M a quarter earlier.

Fund positioning in PWJ was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 11 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $8.23M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.06M sold.

  • 30 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $28.9M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q3 2017, up 51% quarter-over-quarter.
  • 4 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q3 2017 and 4 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q3 2017 was BB&T Securities, an estimated $8.23M added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q3 2017 was SG Americas Securities, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2017.