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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82 hedge funds and large institutions have $461M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
19
Increased
36
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
1
QS Investors
New York
$22.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.7M
3
MFS
3
MSI Financial Services
Massachusetts
$8.58M
4
Bank of America
4
Bank of America
North Carolina
$92.4M
5
FIG
5
FundX Investment Group
California
$12.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.55M
2
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$3.58M
4
Jane Street
4
Jane Street
New York
$0
5
SCM
5
Stonehearth Capital Management
Massachusetts
$1.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.11M 84,879 +44,240 +109%
CAAS
27
Capital Asset Advisory Services
Michigan
$2.02M 81,191 -918 -1%
LNC
28
Lincoln National Corp
Pennsylvania
$1.82M 73,381 +24,570 +50%
CAN
29
Cetera Advisor Networks
California
$1.77M 71,153 +2,231 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.75M 70,347 +23,282 +49%
RAM
31
Riggs Asset Management
Pennsylvania
$1.67M 67,274 +2,944 +5%
Goldman Sachs
32
Goldman Sachs
New York
$1.53M 61,456 – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.5M 60,480 +39,246 +185%
SCM
34
Stonehearth Capital Management
Massachusetts
$1.39M 56,126 -13,092 -19%
SCM
35
Sabal Capital Management
California
$1.31M 52,910 +52,910 New
WA
36
WESPAC Advisors
California
$1.09M 43,767 +2,988 +7%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$902K 36,344 +17,003 +88%
AG
38
Advisor Group
Arizona
$869K 35,078 +35,078 New
ICAS
39
Investors Capital Advisory Services
Massachusetts
$808K 32,575 +21,160 +185%
CWM
40
Concert Wealth Management
California
$805K 32,514 -4,430 -12%
PAG
41
Private Advisor Group
New Jersey
$764K 30,737 +17,978 +141%
Millennium Management
42
Millennium Management
New York
$753K 30,322 +30,322 New
JWBC
43
J.W. Burns & Co
New York
$661K 26,624 – –
FAT
44
First American Trust
California
$647K 26,072 – –
Stifel Financial
45
Stifel Financial
Missouri
$645K 25,950 -8,854 -25%
PPA
46
Parametric Portfolio Associates
Washington
$614K 24,715 – –
SAM
47
Shamrock Asset Management
Texas
$614K 24,724 +24,724 New
KA
48
Kovack Advisors
Florida
$530K 21,330 -11,938 -36%
HighTower Advisors
49
HighTower Advisors
Illinois
$469K 18,923 +9,167 +94%
JWM
50
Jackson Wealth Management
Florida
$466K 18,754 +18,754 New
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