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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 $19.6M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $19M → $19.6M (+$562K)

0% more funds holding

Funds holding: 22 → 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$342K
2
SG Americas Securities
SG Americas Securities
New York
+$126K
3
FAAS
First Allied Advisory Services
California
+$30K
4
Citigroup
Citigroup
New York
+$26.4K
5
Bank of America
Bank of America
North Carolina
+$25.5K

Top Sellers

1
UWPG
Ullmann Wealth Partners Group
Florida
-$412K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$227K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$105K
4
RJA
Raymond James & Associates
Florida
-$34.1K
5
Morgan Stanley
Morgan Stanley
New York
-$26.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.7M -$22.3K -693 -0.2%
Bank of America
2
Bank of America
North Carolina
$1.84M +$25.5K +795 +1%
Morgan Stanley
3
Morgan Stanley
New York
$1.56M -$26.1K -812 -2%
AG
4
Advisor Group
Arizona
$884K +$342K +10,631 +63%
IFWM
5
Institute for Wealth Management
Colorado
$803K – – –
LPL Financial
6
LPL Financial
California
$631K – – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$450K -$105K -3,263 -19%
UBS Group
8
UBS Group
Switzerland
$266K +$3.7K +115 +1%
UWPG
9
Ullmann Wealth Partners Group
Florida
$245K -$412K -12,877 -63%
RJA
10
Raymond James & Associates
Florida
$226K -$34.1K -1,063 -13%
CCA
11
Clearwater Capital Advisors
Illinois
$224K -$14.1K -438 -6%
Citigroup
12
Citigroup
New York
$211K +$26.4K +823 +14%
SG Americas Securities
13
SG Americas Securities
New York
$126K +$126K +3,906 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$115K -$16.8K -520 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$98K -$4.82K -150 -5%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$54K – – –
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$52K -$971 -30 -2%
FAAS
18
First Allied Advisory Services
California
$30K +$30K +939 New
SIM
19
Sonora Investment Management
Arizona
$27.6K – – –
WWM
20
Willingdon Wealth Management
North Carolina
$26K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$8K – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$227K -7,352 Closed
IA
23
IFP Advisors
Florida
– -$2K -52 Closed

PWT Hedge Fund Activity: Q4 2017 in Review

22 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q4 2017, worth a combined $19.6M — up 3% from $19M a quarter earlier.

Fund positioning in PWT was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 9 trimmed.

The largest buyer was Advisor Group, adding an estimated $342K. The largest seller was Ullmann Wealth Partners Group, cutting an estimated $412K.

  • 22 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $19.6M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q4 2017, up 3% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q4 2017 and 2 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q4 2017 was Advisor Group, an estimated $342K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q4 2017 was Ullmann Wealth Partners Group, an estimated $412K sold.

Based on aggregated 13F filings for Q4 2017.