PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

115 hedge funds and large institutions have $626M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
26
Increased
33
Reduced
34
Closed
10
Calls
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$58K
Name Market Value Shares Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$5.29M 173,701 -69,290 -29%
LNC
27
Lincoln National Corp
Pennsylvania
$4.75M 155,898 +74,877 +92%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$4.73M 155,392 +8,675 +6%
Ameriprise
29
Ameriprise
Minnesota
$4.64M 153,774 +23,729 +18%
BI
30
Ballast Inc
Kentucky
$4.56M 149,773 +149,773 New
RJA
31
Raymond James & Associates
Florida
$4.32M 141,941 +128,630 +966%
CAN
32
Cetera Advisor Networks
California
$4.2M 138,055 -61 -0%
WDL
33
Well Done LLC
Michigan
$3.63M 119,104 -13,227 -10%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.51M 115,498 +5,441 +5%
KIC
35
Keating Investment Counselors
Florida
$3.22M 105,580 +105,580 New
US Bancorp
36
US Bancorp
Minnesota
$2.93M 96,206 +10,010 +12%
SMG
37
Smart Money Group
Texas
$2.76M 90,464 +90,464 New
UCFA
38
United Capital Financial Advisors
Texas
$2.7M 88,663 +8,873 +11%
AIP
39
Ahrens Investment Partners
Louisiana
$2.65M 86,915
MA
40
Montag & Associates
Georgia
$2.63M 86,323 -343 -0.4%
CAAS
41
Capital Asset Advisory Services
Michigan
$2.19M 71,930 -3,540 -5%
GFPC
42
Global Financial Private Capital
Florida
$1.49M 48,924 +48,924 New
LMIM
43
Lockheed Martin Investment Management
Maryland
$1.24M 40,546
IFWM
44
Institute for Wealth Management
Colorado
$1.16M 38,321 +203 +0.5%
SCM
45
Stonehearth Capital Management
Massachusetts
$1.1M 36,203 -309 -0.8%
DWM
46
Doyle Wealth Management
Florida
$1.07M 35,036 -864 -2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.04M 34,099 -1,774 -5%
N
48
Natixis
France
$849K 27,896 -192 -0.7%
CCM
49
Compton Capital Management
Rhode Island
$836K 27,470 -17,800 -39%
KA
50
Kovack Advisors
Florida
$819K 26,905 +26,905 New