POWERSHARES ETF TRUST DYN EN EX PROD - 73935X658
Detailed investor-level table based on 13F positions.
Early Q2 2021 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Capital Management LLC | History | Reduced | 55,634 | 2,154 | 0.13% | 0.13% | 1 | -562 | -1.0% | Q2 2014 | Jul 18, 2014 |
| LPL Financial LLC | History | Added to | 48,644 | 1,884 | 0.01% | 0.01% | 2 | +13,617 | 38.88% | Q2 2014 | Aug 05, 2014 |
| Commonwealth Equity Services, Inc | History | Added to | 43,494 | 1,684 | 0.02% | 0.02% | 3 | +1,696 | 4.06% | Q2 2014 | Jul 23, 2014 |
| Financial Management Professionals, Inc. | History | New | 33,665 | 1,303 | 0.86% | — | 4 | +33,665 | New | Q2 2014 | Aug 01, 2014 |
| SHINE INVESTMENT ADVISORY SERVICES INC | History | New | 11,890 | 460 | 0.53% | — | 5 | +11,890 | New | Q2 2014 | Aug 04, 2014 |
| Montecito Bank & Trust | History | No change | 9,308 | 360 | 0.22% | 0.21% | 6 | 0 | 0.0% | Q2 2014 | Jul 14, 2014 |
| HOWARD CAPITAL MANAGEMENT | History | No change | 8,970 | 347 | 0.07% | 0.06% | 7 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| WAGNER BOWMAN MANAGEMENT CORP | History | Reduced | 6,545 | 253 | 0.1% | 0.09% | 8 | -194 | -2.88% | Q2 2014 | Jul 21, 2014 |
| MetLife Securities, Inc | History | Added to | 4,434 | 172 | 0.02% | 0.0% | 9 | +4,109 | 1264.31% | Q2 2014 | Aug 04, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Added to | 3,355 | 129 | 0.0% | 0.0% | 10 | +2,565 | 324.68% | Q2 2014 | Aug 08, 2014 |
| Wunderlich Securities, Inc. | History | Reduced | 2,959 | 114 | 0.07% | 0.08% | 11 | -81 | -2.66% | Q2 2014 | Jul 17, 2014 |
| Winslow, Evans & Crocker, Inc. | History | No change | 2,657 | 102 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| WASHINGTON TRUST BANK | History | No change | 1,000 | 39 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2014 | Aug 08, 2014 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 1,000 | 39 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| PRIVATE TRUST CO NA | History | No change | 700 | 27 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2014 | Jul 22, 2014 |
| EDELMAN FINANCIAL GROUP INC. | History | No change | 150 | 6 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2014 | Aug 08, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -260,923 | -100.0% | Q1 2014 | May 13, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.0% | — | -70,532 | -100.0% | Q1 2014 | May 16, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -63,917 | -100.0% | Q1 2014 | May 15, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,048 | -100.0% | Q1 2014 | May 15, 2014 |
| KCG Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,521 | -100.0% | Q1 2014 | May 15, 2014 |
| AXA | History | Closed out | 0 | 0 | — | 0.0% | — | -20,140 | -100.0% | Q1 2014 | May 13, 2014 |
| Accuvest Global Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -15,000 | -100.0% | Q1 2014 | Apr 09, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Closed out | 0 | 0 | — | 0.0% | — | -11,167 | -100.0% | Q1 2014 | May 13, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -11,091 | -100.0% | Q1 2014 | May 15, 2014 |
| Carnegie Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,090 | -100.0% | Q1 2014 | May 08, 2014 |
| FIRST MANHATTAN CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,700 | -100.0% | Q1 2014 | May 16, 2014 |
| BlackRock Institutional Trust Company, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,492 | -100.0% | Q1 2014 | May 02, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,429 | -100.0% | Q1 2014 | May 15, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,691 | -100.0% | Q1 2014 | May 15, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,662 | -100.0% | Q1 2014 | May 14, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -1,162 | -100.0% | Q1 2014 | Apr 11, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -988 | -100.0% | Q1 2014 | May 15, 2014 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -745 | -100.0% | Q1 2014 | May 05, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -677 | -100.0% | Q1 2014 | Apr 24, 2014 |
| Legg Mason Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2014 | May 15, 2014 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2014 | May 15, 2014 |
| People's United Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2014 | May 14, 2014 |