POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO
PWT was delisted on the 15th of June, 2011.
20 hedge funds and large institutions have $17.4M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.
3% more capital invested
Capital invested by funds: $16.9M → $17.4M (+$498K)
5% less funds holding
Funds holding: 21 → 20 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$876K |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$128K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$53.5K |
| 4 |
Morgan Stanley
New York
|
+$41K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$20K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$842K |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
-$680K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$575K |
| 4 |
SG Americas Securities
New York
|
-$196K |
| 5 |
LPL Financial
San Diego,
California
|
-$130K |
PWT Hedge Fund Activity: Q2 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q2 2017, worth a combined $17.4M — up 2.9% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PWT and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $876K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $842K sold.
- 20 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q2 2017, down from 21 in Q1 2017.
- Funds reported $17.4M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q2 2017, up 2.9% quarter-over-quarter.
- 2 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q2 2017 and 3 closed out, a net change of -1 holder.
- The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q2 2017 was Wells Fargo, an estimated $876K added.
- The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q2 2017 was Susquehanna International Group, an estimated $842K sold.
Based on aggregated 13F filings for Q2 2017.