POWERSHARES ETF TRUST II DWA SC MOMNT PTF - 73936Q744
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | History | Reduced | 38,317 | 15,016 | 0.04% | 0.04% | 1 | -1,659 | -4.15% | Q2 2014 | Jul 11, 2014 |
| LPL Financial LLC | History | Reduced | 320,825 | 12,573 | 0.07% | 0.18% | 2 | -431,791 | -57.37% | Q2 2014 | Aug 05, 2014 |
| Hoxton Financial, Inc. | History | Added to | 313,447 | 12,284 | 5.25% | 4.77% | 3 | +26,009 | 9.05% | Q2 2014 | Jul 10, 2014 |
| WealthTrust Fairport, LLC | History | Reduced | 143,973 | 5,642 | 0.83% | 0.92% | 4 | -9,210 | -6.01% | Q2 2014 | Aug 08, 2014 |
| BAIRD ROBERT W & CO INC /WI/ | History | Added to | 86,581 | 3,393 | 0.05% | 0.03% | 5 | +28,476 | 49.01% | Q2 2014 | Aug 08, 2014 |
| MetLife Securities, Inc | History | Added to | 75,073 | 2,942 | 0.39% | 0.39% | 6 | +7,171 | 10.56% | Q2 2014 | Aug 04, 2014 |
| VSR Financial Services, Inc. | History | Reduced | 53,774 | 2,107 | 0.26% | 0.54% | 7 | -44,040 | -45.02% | Q2 2014 | Aug 05, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,689 | 1,908 | 0.07% | 0.08% | 8 | -2,923 | -5.66% | Q2 2014 | Jul 25, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Reduced | 41,547 | 1,628 | 0.01% | 0.01% | 9 | -29,245 | -41.31% | Q2 2014 | Aug 08, 2014 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 35,000 | 1,372 | 0.26% | 0.3% | 11 | +100 | 0.29% | Q2 2014 | Jul 14, 2014 |
| 3D ASSET MANAGEMENT, INC | History | No change | 35,012 | 1,372 | 0.4% | 0.41% | 10 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| Prospera Financial Services | History | Added to | 33,054 | 1,295 | 0.35% | 0.06% | 12 | +12,496 | 60.78% | Q2 2014 | Jul 07, 2014 |
| Commonwealth Equity Services, Inc | History | Reduced | 30,628 | 1,200 | 0.01% | 0.05% | 13 | -61,766 | -66.85% | Q2 2014 | Jul 23, 2014 |
| National Planning Corp | History | Added to | 30,325 | 1,188 | 0.09% | 0.1% | 14 | +1,350 | 4.66% | Q2 2014 | Jul 16, 2014 |
| PRIVATE TRUST CO NA | History | Reduced | 21,581 | 846 | 0.28% | 0.33% | 15 | -638 | -2.87% | Q2 2014 | Jul 22, 2014 |
| HL FINANCIAL SERVICES LLC | History | Reduced | 18,903 | 741 | 0.02% | 0.02% | 16 | -1,583 | -7.73% | Q2 2014 | Aug 01, 2014 |
| DAVIDSON D A & CO | History | Added to | 11,795 | 462 | 0.02% | 0.02% | 17 | +1,050 | 9.77% | Q2 2014 | Jul 29, 2014 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,425 | 330 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| NEW ENGLAND SECURITIES CORP /MA/ | History | Reduced | 6,219 | 244 | 0.08% | 0.09% | 19 | -25 | -0.4% | Q2 2014 | Aug 04, 2014 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | History | Reduced | 2,246 | 88 | 0.02% | 0.42% | 20 | -36,558 | -94.21% | Q2 2014 | Jul 21, 2014 |
| WESTPORT RESOURCES MANAGEMENT INC | History | No change | 1,100 | 43 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| Wunderlich Securities, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2014 | Jul 17, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.04% | — | -2,522,592 | -100.0% | Q1 2014 | May 13, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.03% | — | -1,751,772 | -100.0% | Q1 2014 | May 15, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.01% | — | -796,534 | -100.0% | Q1 2014 | May 15, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.03% | — | -741,817 | -100.0% | Q1 2014 | May 16, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.01% | — | -472,985 | -100.0% | Q1 2014 | May 15, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Closed out | 0 | 0 | — | 0.08% | — | -284,863 | -100.0% | Q1 2014 | May 13, 2014 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -157,136 | -100.0% | Q1 2014 | May 16, 2014 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -130,545 | -100.0% | Q1 2014 | May 15, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.11% | — | -96,747 | -100.0% | Q1 2014 | May 15, 2014 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -90,693 | -100.0% | Q1 2014 | May 14, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,155 | -100.0% | Q1 2014 | May 15, 2014 |
| KMS FINANCIAL SERVICES, INC | History | Closed out | 0 | 0 | — | 0.42% | — | -67,885 | -100.0% | Q1 2014 | Aug 08, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -56,032 | -100.0% | Q1 2014 | May 14, 2014 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,916 | -100.0% | Q1 2014 | May 15, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,473 | -100.0% | Q1 2014 | May 14, 2014 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,947 | -100.0% | Q1 2014 | May 15, 2014 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -28,886 | -100.0% | Q1 2014 | May 15, 2014 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,910 | -100.0% | Q1 2014 | May 22, 2014 |
| STERNE AGEE GROUP, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -22,341 | -100.0% | Q1 2014 | May 08, 2014 |
| First Allied Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -18,107 | -100.0% | Q1 2014 | May 15, 2014 |
| Cetera Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,570 | -100.0% | Q1 2014 | May 15, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -16,763 | -100.0% | Q1 2014 | May 15, 2014 |
| Investors Capital Advisory Services | History | Closed out | 0 | 0 | — | 0.14% | — | -16,600 | -100.0% | Q1 2014 | Apr 15, 2014 |
| Placemark Investments, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,663 | -100.0% | Q1 2014 | May 09, 2014 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.03% | — | -12,699 | -100.0% | Q1 2014 | May 13, 2014 |
| Concert Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,656 | -100.0% | Q2 2014 | Jul 31, 2014 |
| KCG Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,224 | -100.0% | Q1 2014 | May 15, 2014 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,139 | -100.0% | Q1 2014 | May 09, 2014 |
| SMITH HAYES Advisers, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -5,780 | -100.0% | Q1 2014 | May 09, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,075 | -100.0% | Q1 2014 | May 15, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q2 2014 | Aug 08, 2014 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -772 | -100.0% | Q1 2014 | May 15, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -702 | -100.0% | Q1 2014 | Apr 24, 2014 |
| LifePlan Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -555 | -100.0% | Q2 2014 | Jul 03, 2014 |
| Tower Research Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q1 2014 | May 02, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2014 | Apr 11, 2014 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2014 | May 14, 2014 |
| Bellevue Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2014 | May 05, 2014 |