POWERSHARES ACTIVELY MANAGED S - 73935B805
Detailed investor-level table based on 13F positions.
Early Q1 2023 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Estate Counselors, LLC | History | Added to | 554,850 | 15,741 | 6.01% | 3.92% | 1 | +207,850 | 59.9% | Q2 2014 | Jul 23, 2014 |
| BADGLEY PHELPS & BELL INC | History | New | 278,354 | 7,897 | 0.79% | — | 2 | +278,354 | New | Q2 2014 | Aug 01, 2014 |
| ATRIA INVESTMENTS LLC | History | Added to | 208,432 | 5,913 | 0.59% | 0.51% | 3 | +28,804 | 16.04% | Q2 2014 | Jul 21, 2014 |
| LPL Financial LLC | History | Added to | 147,895 | 4,196 | 0.02% | 0.03% | 4 | +1,950 | 1.34% | Q2 2014 | Aug 05, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Added to | 132,800 | 3,767 | 0.02% | 0.02% | 5 | +5,713 | 4.5% | Q2 2014 | Aug 08, 2014 |
| Stratos Wealth Partners, LTD. | History | New | 74,704 | 2,119 | 0.71% | — | 6 | +74,704 | New | Q2 2014 | Jul 17, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 40,736 | 1,156 | 0.04% | 0.05% | 7 | -7,602 | -15.73% | Q2 2014 | Jul 25, 2014 |
| MetLife Securities, Inc | History | Added to | 30,835 | 875 | 0.12% | 0.12% | 8 | +2,071 | 7.2% | Q2 2014 | Aug 04, 2014 |
| Commonwealth Equity Services, Inc | History | Added to | 26,394 | 749 | 0.01% | 0.01% | 9 | +1,050 | 4.14% | Q2 2014 | Jul 23, 2014 |
| HL FINANCIAL SERVICES LLC | History | Reduced | 12,672 | 360 | 0.01% | 0.01% | 10 | -902 | -6.65% | Q2 2014 | Aug 01, 2014 |
| Legacy Private Trust Co. | History | Reduced | 9,100 | 258 | 0.04% | 0.12% | 11 | -14,742 | -61.83% | Q2 2014 | Jul 18, 2014 |
| FOUNDERS BANK & TRUST | History | New | 7,310 | 207 | 0.11% | — | 12 | +7,310 | New | Q2 2014 | Jul 22, 2014 |
| WASHINGTON TRUST BANK | History | New | 380 | 11 | 0.0% | — | 13 | +380 | New | Q2 2014 | Aug 08, 2014 |
| SeaBridge Investment Advisors LLC | History | No change | 367 | 10 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.0% | — | -177,496 | -100.0% | Q1 2014 | May 16, 2014 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -152,186 | -100.0% | Q1 2014 | May 15, 2014 |
| COLONY GROUP LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -88,701 | -100.0% | Q1 2014 | May 16, 2014 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -33,891 | -100.0% | Q1 2014 | May 09, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2014 | May 15, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q1 2014 | Apr 24, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q1 2014 | May 13, 2014 |
| Tower Research Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q1 2014 | May 02, 2014 |