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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79 hedge funds and large institutions have $451M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
7
Increased
40
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$24M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.2M
3
Wells Fargo
3
Wells Fargo
California
$15.5M
4
SWA
4
SFMG Wealth Advisors
Texas
$41.1M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$2.42M

Top Sellers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$32.7M
2
QI
2
QS Investors
New York
$0
3
FIG
3
FundX Investment Group
California
$0
4
Bank of America
4
Bank of America
North Carolina
$91.5M
5
SCM
5
Sabal Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Montag & Associates
Georgia
$2.19M 87,116 -3,650 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.05M 81,529 +11,182 +16%
CAAS
28
Capital Asset Advisory Services
Michigan
$1.94M 76,878 -4,313 -5%
LNC
29
Lincoln National Corp
Pennsylvania
$1.88M 74,534 +1,153 +2%
RAM
30
Riggs Asset Management
Pennsylvania
$1.71M 67,778 +504 +0.7%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.69M 66,987 +48,064 +254%
Goldman Sachs
32
Goldman Sachs
New York
$1.56M 61,911 +455 +0.7%
SCM
33
Stonehearth Capital Management
Massachusetts
$1.33M 52,992 -3,134 -6%
SG Americas Securities
34
SG Americas Securities
New York
$1.29M 51,200 +51,200 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.12M 44,255 +7,911 +22%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.07M 42,469 -18,011 -30%
AG
37
Advisor Group
Arizona
$1M 39,913 +4,835 +14%
WA
38
WESPAC Advisors
California
$930K 36,938 -6,829 -16%
Stifel Financial
39
Stifel Financial
Missouri
$901K 35,658 +9,708 +37%
IA
40
IFP Advisors
Florida
$837K 33,252 +18,919 +132%
CWM
41
Concert Wealth Management
California
$818K 32,354 -160 -0.5%
SAM
42
Shamrock Asset Management
Texas
$765K 30,377 +5,653 +23%
PAG
43
Private Advisor Group
New Jersey
$709K 28,410 -2,327 -8%
JWBC
44
J.W. Burns & Co
New York
$672K 26,669 +45 +0.2%
FAT
45
First American Trust
California
$656K 26,072 – –
PPA
46
Parametric Portfolio Associates
Washington
$622K 24,715 – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$609K 24,190 +10,970 +83%
KA
48
Kovack Advisors
Florida
$538K 21,379 +49 +0.2%
RA
49
RFG Advisory
Alabama
$500K 20,042 +7,822 +64%
EAM
50
Evanson Asset Management
California
$460K 18,255 – –
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