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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94 hedge funds and large institutions have $549M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
14
Increased
33
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Peak Capital Management
Colorado
$9.53M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.38M
3
MIH
3
Madison Investment Holdings
Wisconsin
$5.3M
4
FAAS
4
First Allied Advisory Services
California
$6.82M
5
UBS Group
5
UBS Group
Switzerland
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.1M
2
PAS
2
Park Avenue Securities
New York
$40.9M
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$36.5M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$7.2M
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$5.75M 205,084 -7,875 -4%
MIH
27
Madison Investment Holdings
Wisconsin
$5.3M 189,709 +189,709 New
WDL
28
Well Done LLC
Michigan
$3.7M 132,463 +387 +0.3%
CAN
29
Cetera Advisor Networks
California
$3.65M 130,253 -4,771 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$3.58M 127,896 +22,539 +21%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.04M 108,600 -4,918 -4%
AIP
32
Ahrens Investment Partners
Louisiana
$2.47M 88,315 +5,325 +6%
MA
33
Montag & Associates
Georgia
$2.42M 86,666 -250 -0.3%
HFS
34
HL Financial Services
Kentucky
$2.36M 84,378 +30,182 +56%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.23M 79,745 -27,675 -26%
LNC
36
Lincoln National Corp
Pennsylvania
$2.16M 77,290 +4 +0%
CAAS
37
Capital Asset Advisory Services
Michigan
$2.1M 75,586 -41 -0.1%
US Bancorp
38
US Bancorp
Minnesota
$2.03M 72,693 +17,099 +31%
UCFA
39
United Capital Financial Advisors
Texas
$1.88M 67,145 +67,145 New
CCM
40
Compton Capital Management
Rhode Island
$1.29M 46,220 +30,270 +190%
IFWM
41
Institute for Wealth Management
Colorado
$1.07M 38,361 +38,361 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.06M 37,959 -880 -2%
SCM
43
Stonehearth Capital Management
Massachusetts
$1.06M 37,761 -9,107 -19%
DWM
44
Doyle Wealth Management
Florida
$970K 34,677 +2,312 +7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$906K 32,391 +32,391 New
N
46
Natixis
France
$870K 31,099 -96 -0.3%
JWBC
47
J.W. Burns & Co
New York
$744K 26,624 +305 +1%
FAT
48
First American Trust
California
$738K 26,402 +2,167 +9%
CWM
49
Cornerstone Wealth Management
Missouri
$671K 24,046 – –
VF
50
Virtu Financial
New York
$621K 22,195 +22,195 New
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