PIV

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

Delisted

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

70 hedge funds and large institutions have $402M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
13
Increased
27
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAS
51
Partnervest Advisory Services
California
$260K 10,575 +852 +9%
LIM
52
Leavell Investment Management
Alabama
$246K 10,000
AIG
53
American International Group
New York
$245K 9,931 -573 -5%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$240K 9,761
HighTower Advisors
55
HighTower Advisors
Illinois
$238K 9,756 +9,756 New
TH
56
Timber Hill
Connecticut
$226K 9,191 -1,860 -17%
FA
57
FCG Advisors
New Jersey
$204K 8,300 +8,300 New
CAL
58
Capital Advisors Ltd
Ohio
$155K 6,311 +6,311 New
Citigroup
59
Citigroup
New York
$128K 5,204
ASN
60
Advisory Services Network
Georgia
$121K 4,917
PO
61
Private Ocean
California
$99K 2,672
Creative Planning
62
Creative Planning
Kansas
$91K 3,700 -400 -10%
ACM
63
Argentus Capital Management
Texas
$31K 1,271 +1,271 New
FCCM
64
First City Capital Management
Georgia
$23.4K 950
DBT
65
Dubuque Bank & Trust
Iowa
$12K 506
NFG
66
Next Financial Group
Texas
$8K 326
SF
67
Synovus Financial
Georgia
$8K 307
WIC
68
Woodmont Investment Counsel
Tennessee
$6K 232
BlackRock
69
BlackRock
New York
$4K 175 -10 -5%
GT
70
Glenmede Trust
Pennsylvania
-50,221 Closed
SWM
71
SVA Wealth Management
Wisconsin
-29,548 Closed
WI
72
WBI Investments
New Jersey
-17,006 Closed
IA
73
IFP Advisors
Florida
-14,256 Closed
CCS
74
Crosspoint Capital Strategies
California
-6,035 Closed
VIA
75
Vantage Investment Advisors
Pennsylvania
-846 Closed