POWERSHARES ETF TR II's ticker is SPLVXXXX and the CUSIP is 73937B779. A total of 154 filers reported holding POWERSHARES ETF TR II in Q4 2013. The put-call ratio across all filers is 0.12 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,324,000 | -3.3% | 92,049 | -7.9% | 0.85% | -10.1% |
| Q2 2017 | $4,472,000 | -1.3% | 99,980 | -4.1% | 0.94% | -9.4% |
| Q1 2017 | $4,532,000 | -1.6% | 104,248 | -5.9% | 1.04% | +5.4% |
| Q4 2016 | $4,607,000 | +4.4% | 110,810 | +4.2% | 0.99% | -5.9% |
| Q3 2016 | $4,413,000 | -9.5% | 106,384 | -6.6% | 1.05% | -10.9% |
| Q2 2016 | $4,874,000 | +17.8% | 113,938 | +11.1% | 1.18% | +15.0% |
| Q1 2016 | $4,137,000 | +30.4% | 102,574 | +24.7% | 1.02% | +34.5% |
| Q4 2015 | $3,172,000 | +14.1% | 82,237 | +6.4% | 0.76% | +5.5% |
| Q3 2015 | $2,780,000 | -0.0% | 77,295 | +1.8% | 0.72% | +0.8% |
| Q2 2015 | $2,781,000 | -9.1% | 75,914 | -5.9% | 0.72% | -9.0% |
| Q1 2015 | $3,061,000 | +39.1% | 80,709 | +39.3% | 0.79% | +37.3% |
| Q4 2014 | $2,200,000 | +12.4% | 57,959 | +3.5% | 0.57% | -2.1% |
| Q3 2014 | $1,958,000 | +5.8% | 55,991 | +7.7% | 0.58% | +5.6% |
| Q2 2014 | $1,851,000 | +3.4% | 51,999 | -1.1% | 0.55% | -5.3% |
| Q1 2014 | $1,790,000 | -1.5% | 52,600 | -4.1% | 0.58% | -4.9% |
| Q4 2013 | $1,818,000 | +24.4% | 54,825 | +17.0% | 0.62% | +34.0% |
| Q3 2013 | $1,462,000 | +11.2% | 46,869 | +10.9% | 0.46% | -0.2% |
| Q2 2013 | $1,315,000 | – | 42,252 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Advisory Services, Ltd.Co. | 6,126,188 | $214,172,000 | 29.42% |
| Financial Advisory Group | 303,270 | $10,605,000 | 5.92% |
| New England Private Wealth Advisors LLC | 279,532 | $9,771,000 | 3.94% |
| FDx Advisors, Inc. | 1,735,826 | $60,702,000 | 3.94% |
| Evensky & Katz LLC | 357,217 | $12,492,000 | 3.76% |
| Windhaven Investment Management, Inc. | 15,163,056 | $530,555,000 | 3.10% |
| NewSquare Capital LLC | 241,362 | $8,440,000 | 3.00% |
| Capital Advisors, Ltd. LLC | 143,786 | $5,028,000 | 2.86% |
| Kiwi Wealth Investments Limited Partnership | 855,889 | $29,930,000 | 2.80% |
| TOMPKINS FINANCIAL CORP | 294,965 | $10,314,000 | 2.70% |