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PWO

POWER SHARES ETF DYNAMIC OTC

Delisted

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

22 hedge funds and large institutions have $11.2M invested in POWER SHARES ETF DYNAMIC OTC in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less funds holding

Funds holding: 2822 (-6)

61% less capital invested

Capital invested by funds: $28.6M → $11.2M (-$17.3M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
22
Holders Change
-6
Holders Change %
-21.43%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
11
Closed
7
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.82M -$632K -9,033 -26%
Jane Street
2
Jane Street
New York
$1.78M -$119K -1,696 -6%
CWM
3
Concert Wealth Management
California
$1.77M +$34.1K +486 +2%
VKH
4
Virtu KCG Holdings
New York
$1.06M +$836K +11,939 +373%
Bank of America
5
Bank of America
North Carolina
$917K -$3.34M -47,650 -78%
UBS Group
6
UBS Group
Switzerland
$830K +$331K +4,734 +66%
LPL Financial
7
LPL Financial
California
$714K -$412K -5,960 -37%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$709K -$2.02M -28,835 -74%
Morgan Stanley
9
Morgan Stanley
New York
$607K -$7.51M -107,232 -93%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$470K +$470K +6,719 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$362K +$14K +200 +4%
WA
12
WFG Advisors
Texas
$84K -$69.9K -1,000 -45%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$35K -$35K -500 -50%
JFA
14
JNBA Financial Advisors
Minnesota
$23K
Wells Fargo
15
Wells Fargo
California
$17K -$14.5K -199 -46%
ASN
16
Advisory Services Network
Georgia
$14K
NFG
17
Next Financial Group
Texas
$10K
AIG
18
American International Group
New York
$7K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$5K
Citigroup
20
Citigroup
New York
$1K -$23.3K -256 -96%
MFS
21
MSI Financial Services
Massachusetts
$1K -$7.05K -141 -88%
RJA
22
Raymond James & Associates
Florida
-$1.77M -23,797 Closed
TFA
23
Transamerica Financial Advisors
Florida
-$459K -6,154 Closed
CS
24
Credit Suisse
Switzerland
-$458K -6,140 Closed
SI
25
Stephens Inc
Arkansas
-$299K -4,015 Closed

PWO Hedge Fund Activity: Q1 2016 in Review

22 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWER SHARES ETF DYNAMIC OTC (PWO) for Q1 2016, worth a combined $11.2M — down 61% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PWO and 1 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $836K. The largest seller was Morgan Stanley, cutting an estimated $7.51M.

  • 22 institutional investors held POWER SHARES ETF DYNAMIC OTC (PWO) as of Q1 2016, down from 28 in Q4 2015.
  • Funds reported $11.2M of POWER SHARES ETF DYNAMIC OTC stock for Q1 2016, down 61% quarter-over-quarter.
  • 1 fund opened new POWER SHARES ETF DYNAMIC OTC positions in Q1 2016 and 7 closed out, a net change of -6 holders.
  • The largest POWER SHARES ETF DYNAMIC OTC buyer in Q1 2016 was Virtu KCG Holdings, an estimated $836K added.
  • The largest POWER SHARES ETF DYNAMIC OTC seller in Q1 2016 was Morgan Stanley, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2016.