PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV

Overview Fund Activity
Delisted

PIV was delisted on the 29th of February, 2012.

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45 hedge funds and large institutions have $288M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
14
Increased
18
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
GI
3
Glovista Investments
New Jersey
$4.77M
4
Bank of America
4
Bank of America
North Carolina
$53.7M
5
SWA
5
SFMG Wealth Advisors
Texas
$34.5M

Top Sellers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$45.1M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$3.02M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$8.4M
4
EK
4
Evensky & Katz
Florida
$13.5M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$370K 15,907 +15,907 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$284K 12,178 +10,302 +549%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$282K 12,123 +2,393 +25%
LIM
29
Leavell Investment Management
Alabama
$233K 10,000 – –
UBS Group
30
UBS Group
Switzerland
$231K 9,926 +9,926 New
Creative Planning
31
Creative Planning
Kansas
$224K 9,632 +4,091 +74%
TH
32
Timber Hill
Connecticut
$220K 9,448 -500 -5%
BW
33
Bison Wealth
Georgia
$217K 9,305 +9,305 New
Stifel Financial
34
Stifel Financial
Missouri
$207K 8,907 +8,907 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$203K 8,699 +8,699 New
NPC
36
National Planning Corporation
California
$149K 6,469 +6,469 New
RIA
37
Regal Investment Advisors
Michigan
$140K 6,035 +1,260 +26%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$133K 5,726 -650 -10%
Deutsche Bank
39
Deutsche Bank
Germany
$61K 2,653 +2,653 New
AIG
40
American International Group
New York
$58.2K 2,498 – –
ASN
41
Advisory Services Network
Georgia
$44K 1,917 +1,917 New
FCCM
42
First City Capital Management
Georgia
$22.1K 950 +950 New
Citigroup
43
Citigroup
New York
$14K 604 +4 +0.7%
SF
44
Synovus Financial
Georgia
$7K 307 – –
ACM
45
Argentus Capital Management
Texas
– – -25,610 Closed
NFG
46
Next Financial Group
Texas
– – -1,446 Closed
Ameriprise
47
Ameriprise
Minnesota
– – -1,367 Closed
MAA
48
Managed Account Advisors
New Jersey
– – -234 Closed
MFS
49
MSI Financial Services
Massachusetts
– – -200 Closed
PFG
50
Piershale Financial Group
Illinois
– – -36 Closed
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