PWY

POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO
PWY

Overview Fund Activity
Delisted

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

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25 hedge funds and large institutions have $19.3M invested in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$579K
2
Bank of America
Bank of America
North Carolina
+$347K
3
CCM
Condor Capital Management
New Jersey
+$54.4K
4
Citigroup
Citigroup
New York
+$50.5K
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$26.4K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$263K
2
Morgan Stanley
Morgan Stanley
New York
-$95.2K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$59.8K
4
Ameriprise
Ameriprise
Minnesota
-$31K
5
HighTower Advisors
HighTower Advisors
Illinois
-$28.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.96M +$347K +13,351 +6%
LPL Financial
2
LPL Financial
California
$4.5M -$14.5K -556 -0.3%
CCM
3
Condor Capital Management
New Jersey
$1.68M +$54.4K +2,095 +3%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$1.36M +$26.4K +1,015 +2%
Morgan Stanley
5
Morgan Stanley
New York
$952K -$95.2K -3,660 -9%
UBS Group
6
UBS Group
Switzerland
$740K +$740K +28,479 New
HighTower Advisors
7
HighTower Advisors
Illinois
$715K -$28.7K -1,106 -4%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$628K -$27.8K -1,069 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$579K +$579K +22,408 New
TH
10
Timber Hill
Connecticut
$523K -$10.5K -403 -2%
Wells Fargo
11
Wells Fargo
California
$426K +$4.75K +183 +1%
RJA
12
Raymond James & Associates
Florida
$315K -$263K -10,093 -45%
CWM
13
Concert Wealth Management
California
$299K +$12.2K +468 +4%
EAM
14
Evanson Asset Management
California
$228K – – –
Creative Planning
15
Creative Planning
Kansas
$195K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$119K -$59.8K -2,295 -33%
Citigroup
17
Citigroup
New York
$63K +$50.5K +1,967 +406%
OIA
18
Optimum Investment Advisors
Illinois
$29K +$2.94K +127 +11%
AIG
19
American International Group
New York
$23.8K – – –
NPC
20
National Planning Corporation
California
$11.5K +$11.5K +460 New
SFPM
21
Sensible Financial Planning & Management
Massachusetts
$5K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +36 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42 – – –
BRWA
24
B. Riley Wealth Advisors
Florida
$39 +$39 +1,496 New
Ameriprise
25
Ameriprise
Minnesota
– -$31K -1,322 Closed
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