PIV

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

Overview Fund Activity
Delisted

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

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99 hedge funds and large institutions have $577M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
32
Reduced
33
Closed
8
Calls
–
Puts
$271K
Net Calls
-$271K
Net Calls Change
-$271K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$18.7M
3
RIM
3
Rampart Investment Management
Connecticut
$2.4M
4
SWA
4
SFMG Wealth Advisors
Texas
$54.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.13M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$16.5M
2
LMIM
2
Lockheed Martin Investment Management
Maryland
$1.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.4M
4
Ameriprise
4
Ameriprise
Minnesota
$3.74M
5
HFS
5
HL Financial Services
Kentucky
$499K
Name Market Value Shares Shares
Change 		Shares
Change %
N
51
Natixis
France
$809K 28,088 -3,011 -10%
JWBC
52
J.W. Burns & Co
New York
$764K 26,524 -100 -0.4%
Citadel Advisors
53
Citadel Advisors
Florida
$729K 25,323 +17,850 +239%
CWM
54
Cornerstone Wealth Management
Missouri
$699K 24,046 – –
FAT
55
First American Trust
California
$555K 19,280 -7,122 -27%
SVCP
56
Silicon Valley Capital Partners
California
$537K 18,653 +100 +0.5%
EAM
57
Evanson Asset Management
California
$526K 18,255 – –
PAG
58
Private Advisor Group
New Jersey
$521K 17,900 -1,452 -8%
Creative Planning
59
Creative Planning
Kansas
$500K 17,375 +8,564 +97%
HFS
60
HL Financial Services
Kentucky
$499K 17,332 -67,046 -79%
FA
61
FCG Advisors
New Jersey
$491K 17,071 -770 -4%
PWAG
62
Polaris Wealth Advisory Group
California
$470K 16,334 -1,376 -8%
HCP
63
Holt Capital Partners
Texas
$452K 15,700 – –
RJA
64
Raymond James & Associates
Florida
$383K 13,311 -2,769 -17%
IA
65
IFP Advisors
Florida
$348K 12,089 -133 -1%
CFD
66
Creative Financial Designs
Indiana
$342K 11,875 +77 +0.7%
CIAS
67
Capital Investment Advisory Services
North Carolina
$290K 10,074 -129 -1%
BB
68
Bell Bank
North Dakota
$290K 10,060 – –
LIM
69
Leavell Investment Management
Alabama
$288K 10,000 – –
NFG
70
Next Financial Group
Texas
$286K 9,746 +49 +0.5%
WS
71
Wedbush Securities
California
$283K 9,843 – –
Stifel Financial
72
Stifel Financial
Missouri
$276K 9,580 -2,954 -24%
NWP
73
Northstar Wealth Partners
Connecticut
$263K 9,063 +9,063 New
ASN
74
Advisory Services Network
Georgia
$231K 8,037 – –
SWP
75
Stratos Wealth Partners
Ohio
$204K 7,092 +7,092 New
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