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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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38 hedge funds and large institutions have $34.9M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 12 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

52% more capital invested

Capital invested by funds: $23M → $34.9M (+$11.9M)

12% more funds holding

Funds holding: 34 → 38 (+4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.41M
2
Morgan Stanley
Morgan Stanley
New York
+$2.47M
3
Wells Fargo
Wells Fargo
California
+$1.3M
4
ACP
Arcus Capital Partners
Georgia
+$1.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M

Top Sellers

1
UWPG
Ullmann Wealth Partners Group
Florida
-$324K
2
FAIM
Financial Advocates Investment Management
Washington
-$277K
3
Jane Street
Jane Street
New York
-$163K
4
IFWM
Institute for Wealth Management
Colorado
-$75.5K
5
UBS Group
UBS Group
Switzerland
-$45.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.24M +$2.47M +54,260 +52%
LPL Financial
2
LPL Financial
California
$5.33M +$4.41M +96,855 +481%
Wells Fargo
3
Wells Fargo
California
$4.69M +$1.3M +28,604 +38%
IFWM
4
Institute for Wealth Management
Colorado
$3.1M -$75.5K -1,654 -2%
UWPG
5
Ullmann Wealth Partners Group
Florida
$2.61M -$324K -7,293 -11%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.23M -$9.62K -211 -0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.23M +$1.06M +23,158 +595%
ACP
8
Arcus Capital Partners
Georgia
$1.18M +$1.18M +25,943 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$929K +$298K +6,540 +47%
UBS Group
10
UBS Group
Switzerland
$854K -$45.1K -990 -5%
AG
11
Advisor Group
Arizona
$776K +$16.6K +365 +2%
RJA
12
Raymond James & Associates
Florida
$539K +$539K +11,828 New
Bank of America
13
Bank of America
North Carolina
$494K +$32.6K +715 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$444K -$4.55K -100 -1%
Ameriprise
15
Ameriprise
Minnesota
$422K -$18.2K -400 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$395K +$395K +8,666 New
Jane Street
17
Jane Street
New York
$355K -$163K -3,585 -32%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$307K +$16.6K +365 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$246K +$246K +5,397 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$243K – – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$216K – – –
SG Americas Securities
22
SG Americas Securities
New York
$210K +$210K +4,600 New
OC
23
Oppenheimer & Co
New York
$205K -$24.1K -528 -11%
CCA
24
Clearwater Capital Advisors
Illinois
$135K +$135K +2,973 New
GT
25
Glenmede Trust
Pennsylvania
$97K – – –
1
2

PWJ Hedge Fund Activity: Q1 2018 in Review

38 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2018, worth a combined $34.9M — up 52% from $23M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PWJ positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.41M. The largest seller was Ullmann Wealth Partners Group, cutting an estimated $324K.

  • 38 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $34.9M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2018, up 52% quarter-over-quarter.
  • 8 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2018 and 4 closed out, a net change of +4 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2018 was LPL Financial, an estimated $4.41M added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2018 was Ullmann Wealth Partners Group, an estimated $324K sold.

Based on aggregated 13F filings for Q1 2018.