We are live on ! Find out more
PWO

POWER SHARES ETF DYNAMIC OTC
PWO

Delisted

PWO was delisted on the 18th of February, 2014.

Back to rankings

21 hedge funds and large institutions have $10.3M invested in POWER SHARES ETF DYNAMIC OTC in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

36% more capital invested

Capital invested by funds: $7.55M → $10.3M (+$2.72M)

11% more funds holding

Funds holding: 19 → 21 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$890K
2
Bank of America
Bank of America
North Carolina
+$798K
3
Morgan Stanley
Morgan Stanley
New York
+$705K
4
CS
Credit Suisse
Switzerland
+$605K
5
LPL Financial
LPL Financial
California
+$337K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
2
CWM
Concert Wealth Management
California
-$125K
3
Citigroup
Citigroup
New York
-$5.68K
4
Wells Fargo
Wells Fargo
California
-$2.35K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.79M +$798K +9,947 +40%
CWM
2
Concert Wealth Management
California
$1.93M -$125K -1,559 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.57M +$705K +8,784 +82%
UBS Group
4
UBS Group
Switzerland
$1.12M +$75.3K +939 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$890K +$890K +11,086 New
CS
6
Credit Suisse
Switzerland
$605K +$605K +7,534 New
LPL Financial
7
LPL Financial
California
$602K +$337K +4,207 +127%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$557K -$1.12M -13,916 -67%
WA
9
WFG Advisors
Texas
$80K +$48K +601 +150%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$40K – – –
JFA
11
JNBA Financial Advisors
Minnesota
$26K – – –
Wells Fargo
12
Wells Fargo
California
$18K -$2.35K -30 -12%
ASN
13
Advisory Services Network
Georgia
$16K – – –
MFS
14
MSI Financial Services
Massachusetts
$13K +$1.61K +20 +14%
NFG
15
Next Financial Group
Texas
$10K – – –
IWMPD
16
Integrated Wealth Management (Palm Desert)
California
$7K – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$6K – – –
Citigroup
18
Citigroup
New York
$3K -$5.68K -72 -65%
RIA
19
Regal Investment Advisors
Michigan
$3K – – –

PWO Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in POWER SHARES ETF DYNAMIC OTC (PWO) for Q2 2015, worth a combined $10.3M — up 36% from $7.55M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PWO positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $890K. The largest seller was Royal Bank of Canada, cutting an estimated $1.12M.

  • 21 institutional investors held POWER SHARES ETF DYNAMIC OTC (PWO) as of Q2 2015, up from 19 in Q1 2015.
  • Funds reported $10.3M of POWER SHARES ETF DYNAMIC OTC stock for Q2 2015, up 36% quarter-over-quarter.
  • 2 funds opened new POWER SHARES ETF DYNAMIC OTC positions in Q2 2015 and 0 closed out, a net change of +2 holders.
  • The largest POWER SHARES ETF DYNAMIC OTC buyer in Q2 2015 was Raymond James Financial Services Advisors, an estimated $890K added.
  • The largest POWER SHARES ETF DYNAMIC OTC seller in Q2 2015 was Royal Bank of Canada, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2015.