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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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2 hedge funds and large institutions have $2.45M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% less capital invested

Capital invested by funds: $34.9M → $2.45M (-$32.5M)

95% less funds holding

Funds holding: 38 → 2 (-36)

97% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 37

Holders
2
Holders Change
-36
Holders Change %
-94.74%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$225K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.24M
2
LPL Financial
LPL Financial
California
-$5.33M
3
Wells Fargo
Wells Fargo
California
-$4.69M
4
IFWM
Institute for Wealth Management
Colorado
-$3.1M
5
UWPG
Ullmann Wealth Partners Group
Florida
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.23M – – –
FIM
2
Freedom Investment Management
Connecticut
$225K +$225K +4,594 New
Morgan Stanley
3
Morgan Stanley
New York
– -$7.24M -158,937 Closed
LPL Financial
4
LPL Financial
California
– -$5.33M -116,975 Closed
Wells Fargo
5
Wells Fargo
California
– -$4.69M -102,904 Closed
IFWM
6
Institute for Wealth Management
Colorado
– -$3.1M -67,960 Closed
UWPG
7
Ullmann Wealth Partners Group
Florida
– -$2.61M -58,807 Closed
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
– -$1.23M -27,049 Closed
ACP
9
Arcus Capital Partners
Georgia
– -$1.18M -25,943 Closed
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
– -$929K -20,394 Closed
UBS Group
11
UBS Group
Switzerland
– -$854K -18,732 Closed
AG
12
Advisor Group
Arizona
– -$776K -17,037 Closed
RJA
13
Raymond James & Associates
Florida
– -$539K -11,828 Closed
Bank of America
14
Bank of America
North Carolina
– -$494K -10,836 Closed
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
– -$444K -9,749 Closed
Ameriprise
16
Ameriprise
Minnesota
– -$422K -9,255 Closed
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
– -$395K -8,666 Closed
Jane Street
18
Jane Street
New York
– -$355K -7,784 Closed
RJFSA
19
Raymond James Financial Services Advisors
Florida
– -$307K -6,745 Closed
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
– -$246K -5,397 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
– -$243K -5,330 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
– -$216K -4,744 Closed
SG Americas Securities
23
SG Americas Securities
New York
– -$210K -4,600 Closed
OC
24
Oppenheimer & Co
New York
– -$205K -4,493 Closed
CCA
25
Clearwater Capital Advisors
Illinois
– -$135K -2,973 Closed
1
2

PWJ Hedge Fund Activity: Q2 2018 in Review

2 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q2 2018, worth a combined $2.45M — down 93% from $34.9M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PWJ and 1 opened new positions — a net loss of 36 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $225K. The largest seller was Morgan Stanley, exiting entirely with an estimated $7.24M sold.

  • 2 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q2 2018, down from 38 in Q1 2018.
  • Funds reported $2.45M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q2 2018, down 93% quarter-over-quarter.
  • 1 fund opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q2 2018 and 37 closed out, a net change of -36 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q2 2018 was Freedom Investment Management, an estimated $225K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q2 2018 was Morgan Stanley, an estimated $7.24M sold.

Based on aggregated 13F filings for Q2 2018.