PIV

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

Delisted

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

119 hedge funds and large institutions have $665M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
18
Increased
34
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$6.61M +$1.98M +66,660 +43%
CAG
27
Crestwood Advisors Group
Massachusetts
$6.26M -$600K -20,115 -9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.97M -$757K -25,374 -11%
SAM
29
Stringer Asset Management
Tennessee
$5.21M +$5.21M +174,459 New
HH
30
Hilltop Holdings
Texas
$4.91M +$4.91M +164,690 New
BI
31
Ballast Inc
Kentucky
$4.91M +$440K +14,740 +10%
AG
32
Advisor Group
Arizona
$4.34M -$841K -28,176 -16%
CAN
33
Cetera Advisor Networks
California
$3.99M -$129K -4,319 -3%
WDL
34
Well Done LLC
Michigan
$3.55M -$6.86K -230 -0.2%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.34M -$106K -3,550 -3%
KIC
36
Keating Investment Counselors
Florida
$3M -$147K -4,925 -5%
SMG
37
Smart Money Group
Texas
$2.71M +$5.88K +197 +0.2%
UCFA
38
United Capital Financial Advisors
Texas
$2.61M -$37.8K -1,266 -1%
MA
39
Montag & Associates
Georgia
$2.57M -$10.4K -350 -0.4%
AIP
40
Ahrens Investment Partners
Louisiana
$2.47M -$122K -4,095 -5%
LNC
41
Lincoln National Corp
Pennsylvania
$2.37M -$2.28M -76,343 -49%
CAAS
42
Capital Asset Advisory Services
Michigan
$2.07M -$77.6K -2,600 -4%
US Bancorp
43
US Bancorp
Minnesota
$1.97M -$897K -30,049 -31%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.7M +$1.35M +45,224 +386%
Jane Street
45
Jane Street
New York
$1.67M +$1.35M +45,399 +434%
N
46
Natixis
France
$1.24M +$412K +13,794 +49%
DWM
47
Doyle Wealth Management
Florida
$1.1M +$55.8K +1,869 +5%
SCM
48
Stonehearth Capital Management
Massachusetts
$1.06M -$21.9K -734 -2%
IFWM
49
Institute for Wealth Management
Colorado
$1.05M -$82K -2,767 -7%
FAT
50
First American Trust
California
$867K +$293K +9,811 +51%