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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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22 hedge funds and large institutions have $19M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 20 → 22 (+2)

9% more capital invested

Capital invested by funds: $17.4M → $19M (+$1.65M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$227K
3
AG
Advisor Group
Arizona
+$182K
4
UWPG
Ullmann Wealth Partners Group
Florida
+$94.4K
5
SIM
Sonora Investment Management
Arizona
+$26.5K

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$491K
2
Morgan Stanley
Morgan Stanley
New York
-$58.5K
3
Bank of America
Bank of America
North Carolina
-$49.5K
4
IA
IFP Advisors
Florida
-$23.9K
5
RJA
Raymond James & Associates
Florida
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.3M +$1.23M +39,952 +12%
Bank of America
2
Bank of America
North Carolina
$1.74M -$49.5K -1,606 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.52M -$58.5K -1,897 -4%
IFWM
4
Institute for Wealth Management
Colorado
$772K – – –
LPL Financial
5
LPL Financial
California
$606K -$11.3K -366 -2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$533K -$16.8K -545 -3%
UWPG
7
Ullmann Wealth Partners Group
Florida
$533K +$94.4K +3,636 +22%
AG
8
Advisor Group
Arizona
$521K +$182K +5,892 +54%
UBS Group
9
UBS Group
Switzerland
$252K – – –
RJA
10
Raymond James & Associates
Florida
$250K -$20.6K -667 -8%
CCA
11
Clearwater Capital Advisors
Illinois
$233K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$227K +$227K +7,352 New
Citigroup
13
Citigroup
New York
$177K -$13.9K -452 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$126K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$99K – – –
BFEC
16
Benjamin F. Edwards & Company
Missouri
$52K – – –
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$50K -$886 -29 -2%
SIM
18
Sonora Investment Management
Arizona
$26.5K +$26.5K +860 New
WWM
19
Willingdon Wealth Management
North Carolina
$25K +$25K +800 New
SPIA
20
Steward Partners Investment Advisory
New York
$8K -$10.1K -340 -56%
IA
21
IFP Advisors
Florida
$2K -$23.9K -621 -92%
SG Americas Securities
22
SG Americas Securities
New York
– -$491K -16,503 Closed

PWT Hedge Fund Activity: Q3 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q3 2017, worth a combined $19M — up 9.5% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PWT positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.23M. The largest seller was SG Americas Securities, exiting entirely with an estimated $491K sold.

  • 22 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q3 2017, up from 20 in Q2 2017.
  • Funds reported $19M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q3 2017 and 1 closed out, a net change of +2 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q3 2017 was Wells Fargo, an estimated $1.23M added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q3 2017 was SG Americas Securities, an estimated $491K sold.

Based on aggregated 13F filings for Q3 2017.