Invesco PowerShares
Invesco PowerShares is a boutique investment management firm based near Chicago which manages a family of exchange-traded funds or ETFs. The company has been part of Invesco, which markets the PowerShares product, since 2006.
Created in 2002, PowerShares funds use quantitative indices as a benchmark. There are currently over 120 PowerShares ETFs.
PowerShares cover and emulate a variety of market indices; for example, the PowerShares QQQ is designed to replicate the NASDAQ-100 Index. The PowerShares QQQ is one of the most widely traded shares on the stock market, according to writer John J. Murphy.
PowerShares ETFs also cover the commodities market, diversified and tiny or microcap stocks. For instance, the PowerShares DB Commodity Index Tracking Fund, or DBC, which it developed with Deutsche Bank, allows for individual investors to invest in commodities by means of its ETF. The PowerShares DB Oil Fund deals with the crude oil index.
History
The company was founded in 2002 as PowerShares Capital Management.In 2006 PowerShares Capital Management was acquired by Invesco so that Invesco could get access to the ETF business and the company was renamed Invesco PowerShares.
In 2006, PowerShares offered an exchange traded fund in the private equity market in a "diversified fashion", although a report in BusinessWeek suggested that analysts thought that the fund was "something people can live without".
In 2005, PowerShares developed a fund to allow customers to invest in "tiny companies" or microcaps; according to a report in the New York Times, the Powershares Zacks Micro Cap Portfolio owns 330 stocks which follow the index of Zacks Investment Research, and the PowerShares ETF re-evaluates these tiny companies weekly, removing those which "do not pass muster". In addition, the microcap ETF rebalances the entire index each quarter, according to the report.
In 2010, the firm was involved in a trademark infringement dispute with Select Sector SPDR Trust over whether trading symbols, or tickers, could be considered as brand names.
In 2013 the William F. Sharpe Award for ETF Product of the Year went to the PowerShares Senior Loan Portfolio ETF.
Selected funds
Access – Active
- PowerShares Active U.S. Real Estate Fund
- PowerShares China A-Share Portfolio
- PowerShares Multi-Strategy Alternative Portfolio
- PowerShares S&P 500 Downside Hedged Portfolio
Access – Broad Market Beta
- PowerShares QQQ
Access – Buybacks
- PowerShares Buyback Achievers Portfolio
- PowerShares International BuyBack Achievers? Portfolio
Access – Global region and country
- BLDRS Asia 50 ADR Index Fund
- BLDRS Developed Markets 100 ADR Index Fund
- BLDRS Emerging Markets 50 ADR Index Fund
- BLDRS Europe Select ADR Index Fund
- PowerShares Golden Dragon China Portfolio
- PowerShares India Portfolio
Access – Small Cap Sector
- PowerShares S&P SmallCap Consumer Discretionary Portfolio
- PowerShares S&P SmallCap Consumer Staples Portfolio
- PowerShares S&P SmallCap Energy Portfolio
- PowerShares S&P SmallCap Financials Portfolio
- PowerShares S&P SmallCap Health Care Portfolio
- PowerShares S&P SmallCap Industrials Portfolio
- PowerShares S&P SmallCap Information Technology Portfolio
- PowerShares S&P SmallCap Materials Portfolio
- PowerShares S&P SmallCap Utilities Portfolio
Access – Specialty Sector
- PowerShares Aerospace & Defense Portfolio
- PowerShares Emerging Markets Infrastructure Portfolio
- PowerShares Global Listed Private Equity Portfolio
- PowerShares KBW Bank Portfolio
- PowerShares KBW Capital Markets Portfolio
- PowerShares KBW Insurance Portfolio
- PowerShares KBW Property & Casualty Insurance Portfolio
- PowerShares KBW Regional Bank Portfolio
- PowerShares NASDAQ Internet Portfolio
Access – Strategies
- PowerShares NYSE Century Portfolio
- PowerShares S&P 500 BuyWrite Portfolio
- PowerShares Zacks Micro Cap Portfolio
Commodities and Currencies – Commodity Optimum Yield
- PowerShares DB Agriculture Fund
- PowerShares DB Base Metals Fund
- PowerShares DB Commodity Index Tracking Fund
- PowerShares DB Energy Fund
- PowerShares DB Gold Fund
- PowerShares DB Oil Fund
- PowerShares DB Precious Metals Fund
- PowerShares DB Silver Fund
Commodities and Currencies – Currencies
- PowerShares DB G10 Currency Harvest Fund
- PowerShares DB US Dollar Index Bearish Fund
- PowerShares DB US Dollar Index Bullish Fund
Equity-based resources – Alternative Energy
- PowerShares Cleantech Portfolio
- PowerShares Global Clean Energy Portfolio
- PowerShares WilderHill Clean Energy Portfolio
- PowerShares WilderHill Progressive Energy Portfolio
Equity-based resources – Commodity Equities
- PowerShares Global Agriculture Portfolio
- PowerShares Global Gold and Precious Metals Portfolio
- PowerShares Global Water Portfolio
- PowerShares Water Resources Portfolio
Factor Driven – Broad-Based Momentum
- PowerShares DWA Developed Markets Momentum Portfolio
- PowerShares DWA Emerging Markets Momentum Portfolio
- PowerShares DWA Momentum Portfolio
- PowerShares DWA NASDAQ Momentum Portfolio
- PowerShares DWA SmallCap Momentum Portfolio
Factor Driven – High Beta
- PowerShares S&P 500 High Beta Portfolio
- PowerShares S&P Emerging Markets High Beta Portfolio
- PowerShares S&P International Developed High Beta Portfolio
Factor Driven – High Quality
- PowerShares S&P 500 High Quality Portfolio
- PowerShares S&P International Developed High Quality Portfolio
Factor Driven – Low Volatility
- PowerShares S&P 500 Low Volatility Portfolio
- PowerShares S&P Emerging Markets Low Volatility Portfolio
- PowerShares S&P International Developed Low Volatility Portfolio
- PowerShares S&P MidCap Low Volatility Portfolio
- PowerShares S&P SmallCap Low Volatility Portfolio
Factor Driven – Sector-Based Momentum
- PowerShares DWA Basic Materials Momentum Portfolio
- PowerShares DWA Consumer Cyclicals Momentum Portfolio
- PowerShares DWA Consumer Staples Momentum Portfolio
- PowerShares DWA Energy Momentum Portfolio
- PowerShares DWA Financial Momentum Portfolio
- PowerShares DWA Healthcare Momentum Portfolio
- PowerShares DWA Industrials Momentum Portfolio
- PowerShares DWA Technology Momentum Portfolio
- PowerShares DWA Utilities Momentum Portfolio
Fundamentals Weighted – Fundamentals Weighted Equity
- PowerShares FTSE RAFI Asia Pacific ex-Japan Portfolio
- PowerShares FTSE RAFI Developed Markets ex-U.S. Portfolio
- PowerShares FTSE RAFI Developed Markets ex-U.S. Small-Mid Portfolio
- PowerShares FTSE RAFI Emerging Markets Portfolio
- PowerShares FTSE RAFI US 1000 Portfolio
- PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
- PowerShares Fundamental Pure Large Core Portfolio
- PowerShares Fundamental Pure Large Growth Portfolio
- PowerShares Fundamental Pure Large Value Portfolio
- PowerShares Fundamental Pure Mid Core Portfolio
- PowerShares Fundamental Pure Mid Growth Portfolio
- PowerShares Fundamental Pure Mid Value Portfolio
- PowerShares Fundamental Pure Small Core Portfolio
- PowerShares Fundamental Pure Small Growth Portfolio
- PowerShares Fundamental Pure Small Value Portfolio
Fundamentals Weighted – Fundamentals Weighted Fixed Income
- PowerShares Fundamental Emerging Markets Local Debt Portfolio
- PowerShares Fundamental High Yield Corporate Bond Portfolio
- PowerShares Fundamental Investment Grade Corporate Bond Portfolio
Income – Equity Income
- PowerShares Dividend Achievers Portfolio
- PowerShares High Yield Equity Dividend Achievers Portfolio
- PowerShares International Dividend Achievers Portfolio
- PowerShares KBW High Dividend Yield Financial Portfolio
- PowerShares S&P 500 High Dividend Portfolio
Income – Fixed Income
- PowerShares 1-30 Laddered Treasury Portfolio
- PowerShares Build America Bond Portfolio
- PowerShares Chinese Yuan Dim Sum Bond Portfolio
- PowerShares Emerging Markets Sovereign Debt Portfolio
- PowerShares Global Short Term High Yield Bond Portfolio
- PowerShares Insured California Municipal Bond Portfolio
- PowerShares Insured National Municipal Bond Portfolio
- PowerShares Insured New York Municipal Bond Portfolio
- PowerShares International Corporate Bond Portfolio
- PowerShares Senior Loan Portfolio
- PowerShares VRDO Tax-Free Weekly Portfolio
Income – Hybrid Income
- PowerShares CEF Income Composite Portfolio
- PowerShares Financial Preferred Portfolio
- PowerShares KBW Premium Yield Equity REIT Portfolio
- PowerShares Preferred Portfolio
- PowerShares Variable Rate Preferred Portfolio
Quantitative – Dynamic Broad-Market
- PowerShares Dynamic Large Cap Growth Portfolio
- PowerShares Dynamic Large Cap Value Portfolio
- PowerShares Dynamic Market Portfolio
Quantitative – Dynamic Industry
- PowerShares Dynamic Biotechnology & Genome Portfolio
- PowerShares Dynamic Building & Construction Portfolio
- PowerShares Dynamic Energy Exploration & Production Portfolio
- PowerShares Dynamic Food & Beverage Portfolio
- PowerShares Dynamic Leisure and Entertainment Portfolio
- PowerShares Dynamic Media Portfolio
- PowerShares Dynamic Networking Portfolio
- PowerShares Dynamic Oil & Gas Services Portfolio
- PowerShares Dynamic Pharmaceuticals Portfolio
- PowerShares Dynamic Retail Portfolio
- PowerShares Dynamic Semiconductors Portfolio
- PowerShares Dynamic Software Portfolio