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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99 hedge funds and large institutions have $577M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
32
Reduced
33
Closed
8
Calls
–
Puts
$271K
Net Calls
-$271K
Net Calls Change
-$271K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
RIM
3
Rampart Investment Management
Connecticut
$2.4M
4
SWA
4
SFMG Wealth Advisors
Texas
$54.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.13M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$16.5M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
Ameriprise
4
Ameriprise
Minnesota
$3.74M
5
HFS
5
HL Financial Services
Kentucky
$499K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.22M 146,717 +18,821 +15%
CAN
27
Cetera Advisor Networks
California
$3.98M 138,116 +7,863 +6%
WDL
28
Well Done LLC
Michigan
$3.81M 132,331 -132 -0.1%
Ameriprise
29
Ameriprise
Minnesota
$3.74M 130,045 -75,039 -37%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.52M 122,239 +42,494 +53%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.17M 110,057 +1,457 +1%
VF
32
Virtu Financial
New York
$2.62M 90,911 +68,716 +310%
AIP
33
Ahrens Investment Partners
Louisiana
$2.5M 86,915 -1,400 -2%
MA
34
Montag & Associates
Georgia
$2.5M 86,666 – –
US Bancorp
35
US Bancorp
Minnesota
$2.48M 86,196 +13,503 +19%
RIM
36
Rampart Investment Management
Connecticut
$2.4M 83,204 +83,204 New
LNC
37
Lincoln National Corp
Pennsylvania
$2.33M 81,021 +3,731 +5%
UCFA
38
United Capital Financial Advisors
Texas
$2.3M 79,790 +12,645 +19%
CAAS
39
Capital Asset Advisory Services
Michigan
$2.17M 75,470 -116 -0.2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.13M 74,044 +74,044 New
HH
41
Hilltop Holdings
Texas
$1.8M 62,477 +62,477 New
TSS
42
Two Sigma Securities
New York
$1.49M 51,877 +51,877 New
Goldman Sachs
43
Goldman Sachs
New York
$1.44M 49,987 +49,987 New
CCM
44
Compton Capital Management
Rhode Island
$1.3M 45,270 -950 -2%
LMIM
45
Lockheed Martin Investment Management
Maryland
$1.17M 40,546 -217,031 -84%
IFWM
46
Institute for Wealth Management
Colorado
$1.1M 38,118 -243 -0.6%
SCM
47
Stonehearth Capital Management
Massachusetts
$1.05M 36,512 -1,249 -3%
DWM
48
Doyle Wealth Management
Florida
$1.03M 35,900 +1,223 +4%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.03M 35,873 -2,086 -5%
TRCT
50
Tower Research Capital (TRC)
New York
$1.02M 35,304 +30,987 +718%
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