POWERSHARES ETF TRUST - 73935X864
Detailed investor-level table based on 13F positions.
Early Q2 2014 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 173,459 | 4,394 | 0.0% | 87.83% | 1 | -60,873 | -25.98% | Q1 2014 | May 15, 2014 |
| LPL Financial LLC | History | Added to | 166,176 | 4,209 | 0.03% | 0.02% | 2 | +24,772 | 17.52% | Q1 2014 | May 12, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 135,551 | 3,433 | 0.0% | 0.0% | 3 | +103,218 | 319.23% | Q1 2014 | May 14, 2014 |
| Amerivest Investment Management LLC | History | Reduced | 54,219 | 1,373 | 0.04% | 0.04% | 4 | -1,165 | -2.1% | Q1 2014 | May 14, 2014 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 52,017 | 1,318 | 0.4% | 0.4% | 5 | +1,189 | 2.34% | Q1 2014 | May 08, 2014 |
| MORGAN STANLEY | History | Reduced | 36,920 | 935 | 0.0% | 0.0% | 6 | -7,170 | -16.26% | Q1 2014 | May 13, 2014 |
| UBS AG | History | Added to | 34,743 | 880 | 0.0% | 0.0% | 7 | +911 | 2.69% | Q1 2014 | May 16, 2014 |
| Beacon Capital Management, Inc. | History | Reduced | 30,043 | 761 | 0.18% | 0.23% | 8 | -1,214 | -3.88% | Q1 2014 | May 14, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Reduced | 27,700 | 702 | 0.0% | 0.01% | 9 | -446 | -1.58% | Q1 2014 | May 13, 2014 |
| HighTower Advisors, LLC | History | Added to | 26,204 | 664 | 0.01% | 0.01% | 10 | +411 | 1.59% | Q1 2014 | May 15, 2014 |
| Timber Hill LLC | History | Reduced | 22,303 | 565 | 0.0% | 0.0% | 11 | -3,264 | -12.77% | Q1 2014 | May 13, 2014 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,854 | 376 | 0.0% | 0.0% | 12 | +15 | 0.1% | Q1 2014 | May 15, 2014 |
| PFG Financial Advisors | History | No change | 12,375 | 313 | 0.11% | 0.12% | 13 | 0 | 0.0% | Q1 2014 | Apr 14, 2014 |
| Concert Wealth Management Inc. | History | No change | 11,090 | 275 | 0.03% | 0.04% | 14 | 0 | 0.0% | Q1 2014 | May 13, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,295 | 235 | 0.01% | — | 15 | +9,295 | New | Q1 2014 | Apr 29, 2014 |
| Creative Planning | History | Reduced | 8,435 | 214 | 0.0% | 0.0% | 16 | -1,246 | -12.87% | Q1 2014 | Apr 11, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Added to | 6,858 | 174 | 0.01% | 0.01% | 17 | +78 | 1.15% | Q1 2014 | May 15, 2014 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,056 | 52 | 0.0% | 0.0% | 18 | -187 | -8.34% | Q1 2014 | May 15, 2014 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,320 | 33 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2014 | May 14, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | No change | 915 | 23 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2014 | May 12, 2014 |
| CITIGROUP INC | History | Reduced | 484 | 12 | 0.0% | 0.0% | 21 | -704 | -59.26% | Q1 2014 | May 15, 2014 |
| OPTIMUM INVESTMENT ADVISORS | History | No change | 127 | 3 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2014 | May 01, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -13,666 | -100.0% | Q4 2013 | Feb 14, 2014 |