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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 $25M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $19.6M → $25M (+$5.38M)

0% more funds holding

Funds holding: 22 → 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

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
4
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.88M
2
Wells Fargo
Wells Fargo
California
+$2.04M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$313K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$220K
5
UBS Group
UBS Group
Switzerland
+$54.3K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$344K
2
RJA
Raymond James & Associates
Florida
-$226K
3
SG Americas Securities
SG Americas Securities
New York
-$126K
4
Citigroup
Citigroup
New York
-$43K
5
FAAS
First Allied Advisory Services
California
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.2M +$2.04M +61,359 +17%
LPL Financial
2
LPL Financial
California
$3.53M +$2.88M +86,651 +441%
Bank of America
3
Bank of America
North Carolina
$1.9M – – –
Morgan Stanley
4
Morgan Stanley
New York
$1.62M +$5.48K +165 +0.3%
AG
5
Advisor Group
Arizona
$965K +$50.7K +1,527 +6%
IFWM
6
Institute for Wealth Management
Colorado
$814K -$16.6K -500 -2%
UBS Group
7
UBS Group
Switzerland
$329K +$54.3K +1,633 +20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$313K +$313K +9,431 New
CCA
9
Clearwater Capital Advisors
Illinois
$232K – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$220K +$220K +6,634 New
UWPG
11
Ullmann Wealth Partners Group
Florida
$216K -$28.7K -898 -12%
Citigroup
12
Citigroup
New York
$175K -$43K -1,295 -20%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$121K -$344K -10,364 -74%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$119K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101K – – –
BFEC
16
Benjamin F. Edwards & Company
Missouri
$56K – – –
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$53K -$99 -3 -0.2%
SIM
18
Sonora Investment Management
Arizona
$28.6K – – –
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$10K +$10K +300 New
SPIA
20
Steward Partners Investment Advisory
New York
$8K – – –
CAGAS
21
Capital Advisory Group Advisory Services
Minnesota
$5K +$5K +150 New
RJA
22
Raymond James & Associates
Florida
– -$226K -7,037 Closed
SG Americas Securities
23
SG Americas Securities
New York
– -$126K -3,906 Closed
FAAS
24
First Allied Advisory Services
California
– -$30K -939 Closed
WWM
25
Willingdon Wealth Management
North Carolina
– -$26K -800 Closed

PWT Hedge Fund Activity: Q1 2018 in Review

22 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q1 2018, worth a combined $25M — up 27% from $19.6M a quarter earlier.

Fund positioning in PWT was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.88M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $344K.

  • 22 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $25M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q1 2018, up 27% quarter-over-quarter.
  • 4 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q1 2018 was LPL Financial, an estimated $2.88M added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $344K sold.

Based on aggregated 13F filings for Q1 2018.