PIV

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

Delisted

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

80 hedge funds and large institutions have $424M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
16
Increased
31
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
B
51
Bridgeworth
Alabama
$434K 16,491 +16,491 New
Stifel Financial
52
Stifel Financial
Missouri
$401K 15,480 -20,178 -57%
FA
53
FCG Advisors
New Jersey
$394K 15,178 -1,905 -11%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$381K 14,650
HCP
55
Holt Capital Partners
Texas
$372K 14,300
RAM
56
Riggs Asset Management
Pennsylvania
$292K 11,244 -56,534 -83%
CFD
57
Creative Financial Designs
Indiana
$277K 10,658 +10,658 New
SWM
58
SVA Wealth Management
Wisconsin
$268K 10,316 +10,316 New
BB
59
Bell Bank
North Dakota
$261K 10,060
LIM
60
Leavell Investment Management
Alabama
$260K 10,000
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$243K 9,361 -585 -6%
WS
62
Wedbush Securities
California
$235K 9,048 +828 +10%
PAS
63
Partnervest Advisory Services
California
$225K 8,659 -1,349 -13%
CAL
64
Capital Advisors Ltd
Ohio
$164K 6,311
Creative Planning
65
Creative Planning
Kansas
$161K 6,204 +803 +15%
Citigroup
66
Citigroup
New York
$127K 4,904 -400 -8%
PO
67
Private Ocean
California
$105K 2,672
GRP
68
Global Retirement Partners
California
$55K 2,126 +2,126 New
SF
69
Synovus Financial
Georgia
$47K 1,807
NFG
70
Next Financial Group
Texas
$24K 926
YWP
71
YorkBridge Wealth Partners
New York
$13K 500 +500 New
SEI Investments
72
SEI Investments
Pennsylvania
$12K 478 +268 +128%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$8K 300 +300 New
PA
74
Parallel Advisors
California
$7K 260 +260 New
PCFFS
75
Pacific Center for Financial Services
California
$7K 282 +282 New