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Powershares S&P 500 Low Volatility Portfolio - SPLV

Powershares S&P 500 Low Volatility Portfolio - SPLV

Profile

Data Providers

Quote

  • nav ($)
    50.27
  • nav change
    0.00 / 0.0%
(As of Monday September 17, 2018)

Overview

  • distribution channel

    Institutional

  • ticker

    SPLV

  • category

    Multi-Cap Core Funds

  • management type

    Index

  • total assets

    $7.04B

Read description

Fund Scorecard

assets
$7B
Great
flows
$2B
Great
fees
0.25%
Lowest
turnover
49%
Average
performance
12.02%
Great
manager tenure
3.9
Below Average

Advisors Using This Fund

Holders

ETF Holders

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

Balance Summary

holder
Sage Advisory Services, Ltd.co.
Capital Analysts, Inc.

Bank Of America Corp /de/

Excalibur Management Corp

Edmond De Rothschild Holding S.a.

Archford Capital Strategies, Llc
Hightower Advisors, Llc
Wealthtrust-Arizona, Llc
Eqis Capital Management, Inc.
Raymond James & Associates

Parkside Financial Bank & Trust

Trust Co Of Vermont

Umb Bank N A/mo

Nelson, Van Denburg & Campbell Wealth Management Group, Llc

Suntrust Banks Inc

Fifth Third Bancorp

Scotia Capital Inc.

Davidson D A & Co
Wms Partners, Llc
Veritable, L.p.

Psagot Investment House Ltd.

Cls Investments, Llc
Financial Management Professionals, Inc.
Thompson Davis & Co., Inc.
Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

Raymond James Financial Services Advisors, Inc.
Cb&t Wealth Management

Integral Derivatives, Llc

Ameriprise Financial Inc

Citigroup Inc
Wetherby Asset Management Inc

Bronfman E.l. Rothschild, L.p.

Schneider Downs Wealth Management Advisors, Lp

Hanson Mcclain, Inc.
Stratos Wealth Partners, Ltd.
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc
Penobscot Investment Management Company, Inc.

Cetera Investment Advisers

National Asset Management, Inc.
Rampart Investment Management Company, Llc
Us Financial Advisors, Llc

Jacobus Wealth Management, Inc.

National Planning Corp
Telemus Capital, Llc
East Coast Asset Management, Llc.
Investors Capital Advisory Services

High Falls Advisors, Inc

Wealth Enhancement Advisory Services, Llc
Johnson Investment Counsel Inc
Transamerica Financial Advisors, Inc.
Colony Group Llc
Axa
Windhaven Investment Management, Inc.

American International Group Inc

Next Financial Group, Inc
Concert Wealth Management Inc.

Fiera Capital Corp

Bnp Paribas Arbitrage, Sa

Raymond James Trust N.a.
Glenmede Trust Co Na
Blackrock Inc.

Royal Bank Of Scotland Group Plc

Northern Trust Corp
Catawba Capital Management /va
Hoxton Financial, Inc.
Winslow, Evans & Crocker, Inc.

Evercore Wealth Management, Llc

Harfst & Associates, Inc.

Ladenburg Thalmann Financial Services Inc

Beck Capital Management, Llc
Mycio Wealth Partners, Llc
Vantage Investment Advisors, Llc
Morgan Stanley
Reilly Financial Advisors, Llc
Brown Advisory Securities, Llc
Plante Moran Financial Advisors, Llc
Sterling Capital Management Llc

Credit Suisse Ag/

Investment Centers Of America Inc
Badgley Phelps & Bell Inc

Ledyard National Bank

Gateway Advisory, Llc
Lincoln National Corp

Fiduciary Trust Co

Wells Fargo & Company/mn
Geller Family Office Services, Llc
Cetera Advisors Llc
New England Private Wealth Advisors Llc
Winch Advisory Services, Llc
Capital Advisors, Ltd. Llc

Royal Bank Of Canada

Millennium Management Llc
Goldman Sachs Group Inc
Fundx Investment Group, Llc
Cue Financial Group, Inc.
Argentus Capital Management, Llc
Annex Advisory Services, Llc
Private Wealth Advisors, Inc.

Bessemer Group Inc

Pinnacle Summer Investments, Inc.
Koshinski Asset Management, Inc.
Howe & Rusling Inc
Dorsey Wright & Associates
Apriem Advisors
Alpha Cubed Investments, Llc

Commerzbank Aktiengesellschaft /fi

Ausdal Financial Partners, Inc.

Live Your Vision, Llc

Northwestern Mutual Wealth Management Co

Private Advisor Group, Llc

Manufacturers Life Insurance Company, The

Cedar Capital, Llc

Hollencrest Securities Llc

Johanson Financial Advisors, Inc.

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Sawtooth Asset Management, Inc.
Captrust Financial Advisors
Carroll Financial Associates, Inc.

South State Corp

Klingman & Associates, Llc

M&t Bank Corp

Mark Sheptoff Financial Planning, Llc
Financial Advisory Group
Ironsides Asset Advisors, Llc
Baird Financial Group, Inc.
Estate Counselors, Llc
American Economic Planning Group Inc /adv
Us Bancorp \de\
Puplava Financial Services, Inc.
Janney Montgomery Scott Llc

Asset Dedication, Llc

Gierl Augustine Investment Management Inc
Friedenthal Financial
Wellington Shields & Co., Llc
Foothills Asset Management, Ltd.

Ubs Group Ag

Wbi Investments, Inc.

Sandy Spring Bank

Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc

Synovus Financial Corp

Cibc World Markets Inc.

Miracle Mile Advisors, Llc
Picton Mahoney Asset Management
Metlife Securities, Inc

Whittier Trust Co

Brown Brothers Harriman & Co
Pine River Capital Management L.p.
Atherton Lane Advisers, Llc
Ancora Advisors, Llc

Wellesley Investment Partners, Llc

Fdx Advisors, Inc.
Private Ocean, Llc
Benjamin F. Edwards & Company, Inc.
Independent Portfolio Consultants, Inc.
Atwood & Palmer Inc

Hl Financial Services Llc

Emery Howard Portfolio Management, Inc.
Advantus Capital Management Inc
Pinnacle Wealth Management Advisory Group, Llc
Sei Investments Co

Argent Trust Co

Ifc Holdings Incorporated/fl
Oppenheimer & Co Inc
Pinnacle Associates Ltd
Investment Partners Ltd /oh/ /adv

Jane Street Group, Llc

Courier Capital Corp
Gradient Investments Llc

Legacy Private Trust Co.

Dynamic Advisors Solutions Llc
Jfs Wealth Advisors, Llc
Millie Capital Management, Llc
Pittenger & Anderson Inc

Bank Of New York Mellon Corp

Krilogy Financial Llc
Ls Investment Advisors, Llc
Jpmorgan Chase & Co
Woodmont Investment Counsel Llc
Smith Hayes Advisers, Inc
3d Asset Management, Inc
Birinyi Associates Inc
Tci Wealth Advisors, Inc.

First American Trust, Fsb

Bb&t Securities, Llc

Huntington National Bank

Tower Research Capital Llc

Rathbone Brothers Plc

Cwm, Llc
United Capital Financial Advisers, Llc
Strategic Wealth Advisors Group,inc.
Evensky & Katz Llc
Signaturefd, Llc
Gibson Capital, Llc
Cetera Advisor Networks Llc

Ifp Advisors, Inc

Nomura Holdings Inc

Envestnet Asset Management Inc

Bank Hapoalim Bm

Roble, Belko & Company, Inc
Goss Wealth Management Llc
Valley National Advisers Inc
Wfg Advisors, Lp
Blue Bell Private Wealth Management, Llc

Barclays Plc

Hays Advisory Llc

Tompkins Financial Corp

Hsbc Holdings Plc

Atria Investments Llc
Arete Wealth Advisors, Llc
Invesco Ltd.
Prospera Financial Services Inc
Optimum Investment Advisors
Lakeview Capital Partners, Llc
Gupta Wealth Management Llc
Creative Planning
Advisory Services Network, Llc
Newsquare Capital Llc
Edge Wealth Management Llc
Sigma Planning Corp
Newman Dignan & Sheerar, Inc.
Lbmc Investment Advisors, Llc
Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.

Tower Square Investment Management, Llc

First Republic Investment Management, Inc.
Essex Financial Services, Inc.
Advocacy Wealth Management Services, Llc
First Allied Advisory Services, Inc.
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $7.04B

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

    Flows

    Net Flows

    1 Year Net Flows

    $2.24B

    (Through Jul 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.

    Fees

    Fee Comparison

    expense ratio

    0.25%

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

    Turnover

    turnover

    49%

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

    Performance

    Growth of 10k

    1 Year Return

    12.02%

    There is no Performance data available to display at this time.
    Peer Group consists of 779 Multi-Cap Core Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 2.57
    Sharpe Ratio ² 1.04
    R-Squared ³ 0.61
    Beta ³ 0.68
    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

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Multi-Cap Core Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

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

    Managers

    Current Fund Managers

    • Peter Hubbard

      01-01-2011 - present
    • Michael Jeanette

      01-01-2011 - present
    • Tony Seisser

      01-01-2014 - present
    • Jonathan Nixon

      01-01-2015 - present