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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50 hedge funds and large institutions have $380M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
22
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$108M
2
FIG
2
FundX Investment Group
California
$7.56M
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$51.5M
4
MAA
4
Managed Account Advisors
New Jersey
$3.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M

Top Sellers

1
GI
1
Glovista Investments
New Jersey
$0
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.9M
4
PAS
4
Park Avenue Securities
New York
$36.3M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$2.05M
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
26
J.W. Burns & Co
New York
$701K 29,864 +470 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$610K 25,986 +6,861 +36%
KA
28
Kovack Advisors
Florida
$540K 23,000 – –
EAM
29
Evanson Asset Management
California
$428K 18,255 – –
FAT
30
First American Trust
California
$416K 17,724 -108 -0.6%
Citadel Advisors
31
Citadel Advisors
Florida
$307K 13,094 +13,094 New
AIG
32
American International Group
New York
$295K 12,564 +10,066 +403%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$280K 11,929 -194 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$274K 11,700 +3,001 +34%
TH
35
Timber Hill
Connecticut
$250K 10,648 +1,200 +13%
Creative Planning
36
Creative Planning
Kansas
$249K 10,615 +983 +10%
LIM
37
Leavell Investment Management
Alabama
$235K 10,000 – –
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$229K 9,761 +9,761 New
BW
39
Bison Wealth
Georgia
$225K 9,610 +305 +3%
Stifel Financial
40
Stifel Financial
Missouri
$216K 9,215 +308 +3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$142K 6,074 +348 +6%
ASN
42
Advisory Services Network
Georgia
$45K 1,929 +12 +0.6%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$33K 1,412 +1,412 New
IFA
44
Interactive Financial Advisors
Illinois
$26K 1,109 +1,109 New
Citigroup
45
Citigroup
New York
$14K 604 – –
W
46
Wealthfront
California
$12K 510 +510 New
RIA
47
Regal Investment Advisors
Michigan
$10K 446 -5,589 -93%
SF
48
Synovus Financial
Georgia
$7K 307 – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123 5,260 +5,260 New
GI
50
Glovista Investments
New Jersey
– – -205,022 Closed
1
2
3