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PowerShares Senior Loan Portfolio - BKLN

PowerShares Senior Loan Portfolio - BKLN


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(As of Monday September 17, 2018)


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    Loan Participation Funds

  • management type


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Fund Scorecard

Above Average
manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

Pbwm Holdings, Llc

Edmond De Rothschild Holding S.a.

Hightower Advisors, Llc

Country Trust Bank

Rezny Wealth Management, Inc.
Usa Mutuals Advisors, Inc.
Harfst & Associates, Inc.
Raymond James & Associates
Mariner Wealth Advisors, Llc

Margaret A. Cargill Foundation

Umb Bank N A/mo

Paracle Advisors, Llc

Suntrust Banks Inc

Fifth Third Bancorp

Federated Investors Inc /pa/

Wunderlich Securities, Inc.
General Re New England Asset Management Inc

Aozora Bank, Ltd.

Raymond James Financial Services Advisors, Inc.

Ameriprise Financial Inc

Neuberger Berman Group Llc
Citigroup Inc
Hilton Capital Management, Llc

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Partnervest Advisory Services Llc

Bank Of The West

Commonwealth Equity Services, Inc

Bangor Savings Bank

Susquehanna International Group, Llp

Cetera Investment Advisers

Burke & Herbert Bank & Trust Co

Kwmg, Llc
Us Financial Advisors, Llc
Astor Investment Management Llc

M&t Bank Corp

Cls Investments, Llc
Burt Wealth Advisors
Integrated Wealth Management

Akaloa Resource Foundation

Investors Capital Advisory Services
Aspiriant, Llc
Palladium Partners Llc
Destination Wealth Management
Roundview Capital Llc

City Holding Co

Cahill Financial Advisors Inc

American International Group Inc

Paradigm Financial Advisors, Llc
American Economic Planning Group Inc /adv

Edmond De Rothschild (Europe)

Bank Hapoalim Bm

First Citizens Bank & Trust Co

Us Bancorp \de\
Starfire Investment Advisers, Inc.
Winfield Associates, Inc.

Migdal Insurance & Financial Holdings Ltd.

Cullen/frost Bankers, Inc.

Fft Wealth Management Llc

Blue Fin Capital, Inc.
Oakmont Partners Llc
Gradient Investments Llc
Winslow, Evans & Crocker, Inc.
Regis Management Co Llc
Homrich & Berg

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Bluemountain Capital Management, Llc
Wellington Management Co Llp
Morgan Stanley
Roosevelt Investment Group Inc
Charles Schwab Investment Advisory, Inc.
Sequoia Financial Advisors, Llc
Torch Wealth Management Llc

Credit Suisse Ag/

Bank Of Hawaii

Compagnie Lombard, Odier Sca

Nomura Holdings Inc

Pioneer Investment Management Inc

Wells Fargo & Company/mn

Lgl Partners, Llc

Cetera Advisors Llc
Optimum Investment Advisors

Royal Bank Of Canada

Fiera Capital Corp

Goldman Sachs Group Inc

High Point Bank & Trust Co

Argentus Capital Management, Llc
Ameritas Investment Partners, Inc.
Indexiq Advisors Llc

Firstmerit Bank N A Trustee

Westport Resources Management Inc
Valmark Advisers, Inc.

Bessemer Group Inc

Pinnacle Summer Investments, Inc.
Koshinski Asset Management, Inc.

Compass Financial Group, Inc.

Ngam Advisors, L.p.
Accuvest Global Advisors

Kcg Holdings, Inc.

Concert Wealth Management Inc.

Webster Bank, N. A.

Kings Point Capital Management
Manning & Napier Advisors Llc

Ausdal Financial Partners, Inc.

Janney Capital Management Llc

Pinnacle Financial Partners Inc

Private Advisor Group, Llc

Manufacturers Life Insurance Company, The

Harvard Management Co Inc

Hollencrest Securities Llc
Woodmont Investment Counsel Llc

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Sawtooth Asset Management, Inc.
Alesco Advisors Llc
Carroll Financial Associates, Inc.
Aviance Capital Management, Llc
Overbrook Management Corp
Oarsman Capital, Inc.
Vicus Capital
Ep Wealth Advisors, Inc.
Baird Financial Group, Inc.
Nwam Llc

Covington Investment Advisors Inc.

National Asset Management, Inc.
Hudock Moyer Wealth Resources, Llc
Citadel Advisors Llc
Uniplan Investment Counsel, Inc.
Janney Montgomery Scott Llc
Welch & Forbes Llc
Commonwealth Financial Services, Llc
Wealthcare Capital Management Llc
Etrade Capital Management Llc
Newgate Capital Management Llc
Holderness Investments Co
Buckingham Capital Management, Inc.

Dorsey & Whitney Trust Co Llc

Ubs Group Ag

Efg Asset Management (Americas) Corp.

Anne Ray Charitable Trust

Intrust Bank Na

Arcadia Investment Management Corp/mi
Friedenthal Financial
Sanctuary Wealth Advisors, Llc

First United Bank Trust/

Cibc World Markets Inc.

Founders Financial Securities Llc

Hilltop Holdings Inc.

Prudential Plc

Franklin Resources Inc

Metlife Securities, Inc
Efficient Market Advisors, Llc
Provise Management Group, Llc
Pring Turner Capital Group Inc

Ifp Advisors, Inc

Teachers Advisors Inc
Stelac Advisory Services Llc
Lpl Financial Llc
Fdx Advisors, Inc.
Advisory Alpha, Llc
Benjamin F. Edwards & Company, Inc.
Boys Arnold & Co Inc
Oppenheimer Funds Inc

Trustmark National Bank Trust Department

Davidson D A & Co

Guggenheim Capital Llc

Hillsdale Investment Management Inc.

Mufg Americas Holdings Corp

Parametric Portfolio Associates Llc

Sei Investments Co
Ifc Holdings Incorporated/fl
Oppenheimer & Co Inc
Horizon Investments, Llc

Jane Street Group, Llc

Windsor Capital Management, Llc
Pineno Levin & Ford Asset Management, Inc.
Sii Investments Inc/wi

Arbor Wealth Management, Llc

Aegon Usa Investment Management, Llc
Dynamic Advisors Solutions Llc
Colony Group Llc
Krasney Financial Llc

Bank Of New York Mellon Corp

Krilogy Financial Llc
First Trust Advisors Lp
Jpmorgan Chase & Co
Rmb Capital Management, Llc
Yorktown Management & Research Co Inc
Transamerica Financial Advisors, Inc.

Partners Capital Investment Group Llc

Smith Hayes Advisers, Inc

Newfound Research Llc

3d Asset Management, Inc
Tortoise Investment Management, Llc

Allegis Investment Advisors, Llc

Bb&t Securities, Llc

Huntington National Bank

Kessler Investment Group, Llc
United Capital Financial Advisers, Llc
Qs Investors, Llc
Cwm, Llc
Morningstar Investment Services, Inc.
Sigma Planning Corp

Manning & Napier Advisors Llc

Mirae Asset Global Investments Co., Ltd.

Td Ameritrade Trust Co
Signaturefd, Llc
Cetera Advisor Networks Llc

Atlantic Trust Group, Llc

Investment Centers Of America Inc
Hengehold Capital Management Llc

Rpg Family Wealth Advisory, Llc

Assetmark, Inc

Commerce Bank

Westbourne Investment Advisors, Inc.
Windham Capital Management, Llc
Wfg Advisors, Lp

Tompkins Financial Corp

Harvest Capital Management Inc
Aspen Investment Management Inc

Sunbelt Securities, Inc.

Pinebridge Investments, L.p.
Davenport & Co Llc
Henderson Group Plc
Atria Investments Llc
Invesco Ltd.
Gamble Jones Investment Counsel
Prospera Financial Services Inc
Fmr Llc
Chesley Taft & Associates Llc/il
Catalyst Capital Advisors Llc
Great Lakes Advisors Llc
Lakeview Capital Partners, Llc
Gupta Wealth Management Llc
Creative Planning
Advisory Services Network, Llc
Td Asset Management Inc
10-15 Associates, Inc.
Curian Capital Llc

Sheaff Brock Investment Advisors, Llc

Gm Advisory Group, Inc.
Cordasco Financial Network

Bank Of America Corp /de/

Cambridge Investment Research Advisors, Inc.
Signalpoint Asset Management, Llc

Teachers Insurance & Annuity Association Of America

Shamrock Asset Management Llc
Next Financial Group, Inc
Voya Investment Management Llc
Envestnet Asset Management Inc
First Allied Advisory Services, Inc.
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2018)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    Above Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 238 Loan Participation Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 0.81
    Sharpe Ratio ² 0.66
    R-Squared ³ 0.33
    Beta ³ 0.16
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Loan Participation Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Philip Fang

      01-01-2011 - present
    • Peter Hubbard

      01-01-2011 - present
    • Scott Baskind

      01-01-2011 - present
    • Jeffrey W. Kernagis

      01-01-2011 - present
    • Gary Jones

      01-01-2012 - present
    • Richard Ose

      01-01-2014 - present
    • Seth Misshula

      01-01-2014 - present