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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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34 hedge funds and large institutions have $23M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 30 → 34 (+4)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

20% less capital invested

Capital invested by funds: $28.9M → $23M (-$5.86M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.39M
2
UBS Group
UBS Group
Switzerland
+$500K
3
Jane Street
Jane Street
New York
+$483K
4
IH
IFC Holdings
Florida
+$245K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$226K

Top Sellers

1
BTS
BB&T Securities
Virginia
-$8.23M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$2.74M
3
TH
Timber Hill
Connecticut
-$610K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$377K
5
Bank of America
Bank of America
North Carolina
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.44M +$6.03K +142 +0.1%
Wells Fargo
2
Wells Fargo
California
$3.15M +$1.39M +32,645 +78%
IFWM
3
Institute for Wealth Management
Colorado
$2.95M -$7.2K -170 -0.2%
UWPG
4
Ullmann Wealth Partners Group
Florida
$2.81M -$2.74M -64,601 -49%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.08M +$11.9K +280 +0.6%
IH
6
IFC Holdings
Florida
$973K +$245K +5,770 +34%
LPL Financial
7
LPL Financial
California
$854K +$24.8K +584 +3%
UBS Group
8
UBS Group
Switzerland
$837K +$500K +11,774 +148%
AG
9
Advisor Group
Arizona
$708K +$90.2K +2,124 +15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$588K -$377K -8,886 -39%
Jane Street
11
Jane Street
New York
$483K +$483K +11,369 New
Bank of America
12
Bank of America
North Carolina
$430K -$303K -7,123 -41%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$418K -$34K -800 -8%
Ameriprise
14
Ameriprise
Minnesota
$410K +$3.06K +72 +0.8%
FAIM
15
Financial Advocates Investment Management
Washington
$277K +$277K +6,523 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$271K +$20.2K +475 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$226K +$226K +5,330 New
OC
18
Oppenheimer & Co
New York
$213K +$213K +5,021 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$201K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$166K +$52.8K +1,238 +47%
GT
21
Glenmede Trust
Pennsylvania
$97K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$87K -$8.52K -200 -9%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$86K -$1.01K -24 -1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K – – –
AF
25
Advisornet Financial
Minnesota
$60K +$60K +1,415 New
1
2

PWJ Hedge Fund Activity: Q4 2017 in Review

34 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2017, worth a combined $23M — down 20% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PWJ positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.39M. The largest seller was BB&T Securities, exiting entirely with an estimated $8.23M sold.

  • 34 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2017, up from 30 in Q3 2017.
  • Funds reported $23M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2017, down 20% quarter-over-quarter.
  • 8 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2017 and 4 closed out, a net change of +4 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2017 was Wells Fargo, an estimated $1.39M added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2017 was BB&T Securities, an estimated $8.23M sold.

Based on aggregated 13F filings for Q4 2017.