POWER SHARES ETF DYNAMIC OTC
PWO was delisted on the 18th of February, 2014.
16 hedge funds and large institutions have $8.89M invested in POWER SHARES ETF DYNAMIC OTC in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
33% more funds holding
Funds holding: 12 → 16 (+4)
1% more capital invested
Capital invested by funds: $8.77M → $8.89M (+$122K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$649K |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
+$174K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$29K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.65M |
| 2 |
Morgan Stanley
New York
|
-$1.35M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.67M | +$2.61M | +36,536 | +4,161% |
|
|
CWM
2
Concert Wealth Management
San Jose,
California
| $1.83M | +$174K | +2,440 | +11% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.63M | +$649K | +9,078 | +66% |
|
4
UBS Group
Zurich,
Switzerland
| $936K | +$936K | +13,101 | New |
|
|
5
Morgan Stanley
New York
| $746K | -$1.35M | -18,890 | -64% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $695K | -$2.65M | -37,077 | -79% |
|
7
LPL Financial
San Diego,
California
| $235K | +$7.14K | +100 | +3% |
|
|
8
Wells Fargo
San Francisco,
California
| $49K | -$14.3K | -200 | -23% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $29K | +$29K | +400 | New |
|
|
JFA
10
JNBA Financial Advisors
Bloomington,
Minnesota
| $24K | – | – | – |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $14K | +$14K | +200 | New |
|
|
MFS
12
MSI Financial Services
Springfield,
Massachusetts
| $10K | – | – | – |
|
|
NFG
13
Next Financial Group
Houston,
Texas
| $10K | +$7.52K | +100 | +303% |
|
|
LTFS
14
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | – | – | – |
|
PWO Hedge Fund Activity: Q4 2014 in Review
16 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in POWER SHARES ETF DYNAMIC OTC (PWO) for Q4 2014, worth a combined $8.89M — up 1.4% from $8.77M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWO positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.61M. The largest seller was Susquehanna International Group, cutting an estimated $2.65M.
- 16 institutional investors held POWER SHARES ETF DYNAMIC OTC (PWO) as of Q4 2014, up from 12 in Q3 2014.
- Funds reported $8.89M of POWER SHARES ETF DYNAMIC OTC stock for Q4 2014, up 1.4% quarter-over-quarter.
- 5 funds opened new POWER SHARES ETF DYNAMIC OTC positions in Q4 2014 and 0 closed out, a net change of +5 holders.
- The largest POWER SHARES ETF DYNAMIC OTC buyer in Q4 2014 was Royal Bank of Canada, an estimated $2.61M added.
- The largest POWER SHARES ETF DYNAMIC OTC seller in Q4 2014 was Susquehanna International Group, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2014.