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PWT

POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO

Delisted

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

21 hedge funds and large institutions have $16.9M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $13.3M → $16.9M (+$3.64M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

5% more funds holding

Funds holding: 2021 (+1)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.15M +$3.06M +111,253 +60%
Bank of America
2
Bank of America
North Carolina
$1.65M -$537K -19,503 -25%
Morgan Stanley
3
Morgan Stanley
New York
$1.37M +$376K +13,676 +38%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$842K -$832K -30,207 -50%
CWM
5
Concert Wealth Management
California
$680K
LPL Financial
6
LPL Financial
California
$663K -$3.83K -141 -0.6%
SG Americas Securities
7
SG Americas Securities
New York
$636K -$11K -400 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$575K +$575K +20,911 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$441K +$5.09K +185 +1%
UWPG
10
Ullmann Wealth Partners Group
Florida
$346K -$50.9K -1,853 -13%
AG
11
Advisor Group
Arizona
$285K +$10.5K +380 +4%
RJA
12
Raymond James & Associates
Florida
$273K +$273K +9,929 New
UBS Group
13
UBS Group
Switzerland
$224K +$13.9K +505 +7%
CCA
14
Clearwater Capital Advisors
Illinois
$206K -$13.3K -493 -6%
Citigroup
15
Citigroup
New York
$197K +$40.9K +1,484 +26%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$119K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$113K +$62.7K +2,279 +125%
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$53K -$7.5K -273 -12%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$46K +$4.67K +171 +11%
SPIA
20
Steward Partners Investment Advisory
New York
$16K

PWT Hedge Fund Activity: Q1 2017 in Review

21 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q1 2017, worth a combined $16.9M — up 27% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PWT positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.06M. The largest seller was Susquehanna International Group, cutting an estimated $832K.

  • 21 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q1 2017, up from 20 in Q4 2016.
  • Funds reported $16.9M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q1 2017, up 27% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q1 2017 and 0 closed out, a net change of +2 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q1 2017 was Wells Fargo, an estimated $3.06M added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q1 2017 was Susquehanna International Group, an estimated $832K sold.

Based on aggregated 13F filings for Q1 2017.