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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84 hedge funds and large institutions have $505M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
15
Increased
36
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$38.2M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$23M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$29.9M
4
BJ
4
Brouwer & Janachowski
California
$19.4M
5
LPT
5
Legacy Private Trust
Wisconsin
$21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$45.4M
2
Lido Advisors
2
Lido Advisors
California
$21.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RIM
4
Rampart Investment Management
Connecticut
$0
5
SVCP
5
Silicon Valley Capital Partners
California
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$3.11M 113,518 +39,020 +52%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.94M 107,420 -8,389 -7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.88M 105,357 +45,587 +76%
FAAS
29
First Allied Advisory Services
California
$2.66M 97,641 +97,641 New
MA
30
Montag & Associates
Georgia
$2.38M 86,916 -200 -0.2%
AIP
31
Ahrens Investment Partners
Louisiana
$2.27M 82,990 -878 -1%
LNC
32
Lincoln National Corp
Pennsylvania
$2.12M 77,286 +2,617 +4%
CAAS
33
Capital Asset Advisory Services
Michigan
$2.07M 75,627 -846 -1%
US Bancorp
34
US Bancorp
Minnesota
$1.52M 55,594 +24,789 +80%
HFS
35
HL Financial Services
Kentucky
$1.48M 54,196 +54,196 New
SCM
36
Stonehearth Capital Management
Massachusetts
$1.28M 46,868 -4,931 -10%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.06M 38,839 +6,557 +20%
IA
38
IFP Advisors
Florida
$1.01M 36,836 +1,261 +4%
CWM
39
Concert Wealth Management
California
$918K 35,439 – –
DWM
40
Doyle Wealth Management
Florida
$886K 32,365 +32,365 New
N
41
Natixis
France
$854K 31,195 +31,195 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$743K 27,150 +7,695 +40%
JWBC
43
J.W. Burns & Co
New York
$720K 26,319 +375 +1%
FAT
44
First American Trust
California
$663K 24,235 -1,167 -5%
CWM
45
Cornerstone Wealth Management
Missouri
$655K 24,046 +24,046 New
PAG
46
Private Advisor Group
New Jersey
$589K 21,604 +220 +1%
SVCP
47
Silicon Valley Capital Partners
California
$506K 18,494 -88,007 -83%
EAM
48
Evanson Asset Management
California
$500K 18,255 – –
FA
49
FCG Advisors
New Jersey
$487K 17,789 +2,611 +17%
RJA
50
Raymond James & Associates
Florida
$476K 17,374 -1,050 -6%
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