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PWT

POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO
PWT

Delisted

PWT was delisted on the 15th of June, 2011.

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18 hedge funds and large institutions have $12M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $11.6M → $12M (+$370K)

5% less funds holding

Funds holding: 19 → 18 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$864K
2
SG Americas Securities
SG Americas Securities
New York
+$421K
3
Wells Fargo
Wells Fargo
California
+$47.5K
4
MFS
MSI Financial Services
Massachusetts
+$2.33K

Top Sellers

1
LPL Financial
LPL Financial
California
-$895K
2
HighTower Advisors
HighTower Advisors
Illinois
-$419K
3
Bank of America
Bank of America
North Carolina
-$342K
4
AIG
American International Group
New York
-$228K
5
Citigroup
Citigroup
New York
-$77.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.38M +$47.5K +2,009 +1%
Bank of America
2
Bank of America
North Carolina
$2.06M -$342K -14,457 -14%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.35M +$864K +36,549 +179%
LPL Financial
4
LPL Financial
California
$792K -$895K -37,344 -53%
Morgan Stanley
5
Morgan Stanley
New York
$702K -$923 -39 -0.1%
CWM
6
Concert Wealth Management
California
$612K – – –
SG Americas Securities
7
SG Americas Securities
New York
$421K +$421K +17,800 New
SG
8
Societe Generale
$421K +$421K +17,800 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$375K – – –
AG
10
Advisor Group
Arizona
$234K +$234K +9,962 New
UBS Group
11
UBS Group
Switzerland
$225K -$10.4K -438 -4%
Citigroup
12
Citigroup
New York
$158K -$77.2K -3,258 -33%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$101K -$9.41K -400 -9%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$86K -$6.78K -287 -7%
MFS
15
MSI Financial Services
Massachusetts
$42K +$2.33K +100 +6%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$36K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
– -$419K -19,010 Closed
AIG
19
American International Group
New York
– -$228K -9,962 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
– -$38K -1,683 Closed
ACM
21
Armbruster Capital Management
New York
– -$19K -825 Closed

PWT Hedge Fund Activity: Q2 2016 in Review

18 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q2 2016, worth a combined $12M — up 3.2% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PWT and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, adding an estimated $864K. The largest seller was LPL Financial, cutting an estimated $895K.

  • 18 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q2 2016, down from 19 in Q1 2016.
  • Funds reported $12M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q2 2016, up 3.2% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q2 2016 was Susquehanna International Group, an estimated $864K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q2 2016 was LPL Financial, an estimated $895K sold.

Based on aggregated 13F filings for Q2 2016.