PIV

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

Delisted

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

82 hedge funds and large institutions have $461M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
36
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EAM
51
Evanson Asset Management
California
$453K 18,255
AI
52
Atria Investments
North Carolina
$409K 16,310 +16,310 New
IA
53
IFP Advisors
Florida
$356K 14,333 +14,333 New
HCP
54
Holt Capital Partners
Texas
$355K 14,300 +14,300 New
FA
55
FCG Advisors
New Jersey
$346K 13,943 +5,643 +68%
DAS
56
Dynamic Advisor Solutions
Arizona
$343K 13,823 +13,823 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328K 13,220
RA
58
RFG Advisory
Alabama
$303K 12,220 +55 +0.5%
BW
59
Bison Wealth
Georgia
$298K 11,982 -319 -3%
PAS
60
Partnervest Advisory Services
California
$285K 11,486 +911 +9%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$273K 11,000 +11,000 New
LIM
62
Leavell Investment Management
Alabama
$248K 10,000
FAAS
63
First Allied Advisory Services
California
$237K 9,530 -1,854 -16%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$232K 9,361 -400 -4%
RJA
65
Raymond James & Associates
Florida
$227K 9,139 +9,139 New
BB
66
Bell Bank
North Dakota
$222K 8,960 +8,960 New
BUB
67
BBVA USA Bancshares
Texas
$207K 8,342 +8,342 New
ASN
68
Advisory Services Network
Georgia
$197K 7,917 +3,000 +61%
CAL
69
Capital Advisors Ltd
Ohio
$157K 6,311
Citigroup
70
Citigroup
New York
$132K 5,304 +100 +2%
PO
71
Private Ocean
California
$102K 2,672
Creative Planning
72
Creative Planning
Kansas
$92K 3,700
WP
73
WealthPLAN Partners
Nebraska
$58.4K 4,700 +4,700 New
SF
74
Synovus Financial
Georgia
$45K 1,807 +1,500 +489%
S
75
SignatureFD
Georgia
$38K 1,521 +1,521 New