We are live on ! Find out more
PWO

POWER SHARES ETF DYNAMIC OTC

Delisted

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

24 hedge funds and large institutions have $9.55M invested in POWER SHARES ETF DYNAMIC OTC in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more funds holding

Funds holding: 2124 (+3)

18% less capital invested

Capital invested by funds: $11.7M → $9.55M (-$2.16M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Concert Wealth Management
California
$1.98M +$26.5K +339 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.61M +$167K +2,138 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.47M -$477K -6,092 -25%
Citadel Advisors
4
Citadel Advisors
Florida
$1.33M +$301K +3,837 +29%
Jane Street
5
Jane Street
New York
$953K +$155K +1,983 +19%
Morgan Stanley
6
Morgan Stanley
New York
$559K -$24.1K -308 -4%
VKH
7
Virtu KCG Holdings
New York
$464K +$3.99K +51 +0.9%
LPL Financial
8
LPL Financial
California
$322K -$98.8K -1,268 -23%
Bank of America
9
Bank of America
North Carolina
$241K -$132K -1,680 -35%
UBS Group
10
UBS Group
Switzerland
$230K -$4.69K -60 -2%
SG Americas Securities
11
SG Americas Securities
New York
$170K
Wells Fargo
12
Wells Fargo
California
$66K -$26.2K -334 -28%
JFA
13
JNBA Financial Advisors
Minnesota
$44K +$44K +565 New
WIM
14
Westside Investment Management
California
$36.7K +$36.7K +500 New
AG
15
Advisor Group
Arizona
$17K -$12.5K -162 -42%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$16K -$28K -350 -64%
BIG
17
Bellwether Investment Group
Tennessee
$12K +$12K +150 New
WA
18
WFG Advisors
Texas
$8K
Creative Planning
19
Creative Planning
Kansas
$8K +$8K +102 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6K
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$4K +$4K +50 New
NFG
22
Next Financial Group
Texas
$2K
PA
23
Parallel Advisors
California
$1K +$1K +15 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$2.34M -30,598 Closed
IWMPD
25
Integrated Wealth Management (Palm Desert)
California
-$7K -86 Closed

PWO Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWER SHARES ETF DYNAMIC OTC (PWO) for Q4 2016, worth a combined $9.55M — down 18% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PWO positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $301K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.34M sold.

  • 24 institutional investors held POWER SHARES ETF DYNAMIC OTC (PWO) as of Q4 2016, up from 21 in Q3 2016.
  • Funds reported $9.55M of POWER SHARES ETF DYNAMIC OTC stock for Q4 2016, down 18% quarter-over-quarter.
  • 6 funds opened new POWER SHARES ETF DYNAMIC OTC positions in Q4 2016 and 2 closed out, a net change of +4 holders.
  • The largest POWER SHARES ETF DYNAMIC OTC buyer in Q4 2016 was Citadel Advisors, an estimated $301K added.
  • The largest POWER SHARES ETF DYNAMIC OTC seller in Q4 2016 was Susquehanna International Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2016.