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HVPW
U.S. Equity High Volatility Put Write Index Fund
HVPW
HVPW
Delisted
HVPW was delisted on the 23rd of June, 2017.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
NR
26
Newfound Research
Wellesley Hills,
Massachusetts
| $14K | +$3.52K | +178 | +32% |
|
| 27 |
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $13.9K | +$198 | +10 | +1% |
|
| 28 |
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | -$137K | -6,919 | -92% |
|
| 29 |
BWA
29
Burt Wealth Advisors
North Bethesda,
Maryland
| $5K | – | – | – |
|
| 30 |
30
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
| 31 |
AIG
31
American International Group
New York
| $3K | -$51.7K | -2,614 | -94% |
|
| 32 |
CFA
32
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$189K | -9,050 | Closed |
|
| 33 |
CG
33
Colony Group
Boston,
Massachusetts
| – | -$32K | -1,552 | Closed |
|