POWERSHARES ETF TRUST - 73935X401
Detailed investor-level table based on 13F positions.
Early Q1 2018 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 123,912 | 3,831 | 2.04% | 1.99% | 1 | -1,136 | -0.91% | Q2 2014 | Jul 29, 2014 |
| LPL Financial LLC | History | Reduced | 61,641 | 1,906 | 0.01% | 0.02% | 2 | -27,549 | -30.89% | Q2 2014 | Aug 05, 2014 |
| DAVIS-REA LTD. | History | No change | 36,815 | 1,138 | 0.64% | 0.66% | 3 | 0 | 0.0% | Q2 2014 | Jul 24, 2014 |
| Blume Capital Management, Inc. | History | No change | 4,800 | 148 | 0.12% | 0.11% | 4 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| PRIVATE TRUST CO NA | History | Reduced | 4,327 | 134 | 0.04% | 0.07% | 5 | -2,000 | -31.61% | Q2 2014 | Jul 22, 2014 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 780 | 24 | 0.0% | — | 6 | +780 | New | Q2 2014 | Jul 17, 2014 |
| MetLife Securities, Inc | History | No change | 676 | 21 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Added to | 616 | 19 | 0.0% | 0.0% | 8 | +157 | 34.2% | Q2 2014 | Aug 08, 2014 |
| SECURITY NATIONAL TRUST CO | History | No change | 500 | 15 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2014 | Jul 14, 2014 |
| DAVIDSON D A & CO | History | Reduced | 401 | 12 | 0.0% | 0.0% | 10 | -1,403 | -77.77% | Q2 2014 | Jul 29, 2014 |
| Vantage Investment Advisors, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2014 | Jul 25, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -396,245 | -100.0% | Q1 2014 | May 13, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -304,506 | -100.0% | Q1 2014 | May 15, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -274,674 | -100.0% | Q1 2014 | May 14, 2014 |
| NIEMANN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 4.24% | — | -207,095 | -100.0% | Q1 2014 | May 07, 2014 |
| FundX Investment Group, LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -143,585 | -100.0% | Q1 2014 | Apr 28, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -95,458 | -100.0% | Q1 2014 | May 15, 2014 |
| KCG Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -90,604 | -100.0% | Q1 2014 | May 15, 2014 |
| Atlantic Trust Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -83,825 | -100.0% | Q1 2014 | May 14, 2014 |
| TIRSCHWELL & LOEWY INC | History | Closed out | 0 | 0 | — | 0.4% | — | -78,053 | -100.0% | Q1 2014 | Jul 08, 2014 |
| CUMBERLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 1.28% | — | -74,340 | -100.0% | Q1 2014 | Apr 21, 2014 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -64,768 | -100.0% | Q1 2014 | May 15, 2014 |
| Independent Portfolio Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -43,975 | -100.0% | Q1 2014 | May 13, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,004 | -100.0% | Q1 2014 | May 15, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.0% | — | -27,611 | -100.0% | Q1 2014 | May 16, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,749 | -100.0% | Q1 2014 | May 14, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,840 | -100.0% | Q1 2014 | May 15, 2014 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,744 | -100.0% | Q1 2014 | May 14, 2014 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,474 | -100.0% | Q1 2014 | May 12, 2014 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,609 | -100.0% | Q1 2014 | May 15, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -10,114 | -100.0% | Q1 2014 | May 15, 2014 |
| BlackRock Institutional Trust Company, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,700 | -100.0% | Q1 2014 | May 02, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,522 | -100.0% | Q1 2014 | May 15, 2014 |
| Gemmer Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,146 | -100.0% | Q1 2014 | May 23, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q1 2014 | May 15, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q1 2014 | Apr 11, 2014 |
| Carroll Financial Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -568 | -100.0% | Q1 2014 | May 02, 2014 |
| Partnervest Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2014 | May 12, 2014 |
| MASSMUTUAL TRUST CO FSB/ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2014 | May 15, 2014 |
| COLONY GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2014 | May 16, 2014 |