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 %
DAS
51
Dynamic Advisor Solutions
Arizona
$859K +$859K +28,799 New
CWM
52
Cornerstone Wealth Management
Missouri
$848K +$147K +5,062 +21%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$811K -$207K -6,921 -20%
KA
54
Kovack Advisors
Florida
$800K -$3.34K -112 -0.4%
JWBC
55
J.W. Burns & Co
New York
$715K
AWM
56
Altium Wealth Management
New York
$705K
CCM
57
Compton Capital Management
Rhode Island
$672K -$148K -4,960 -18%
SWM
58
SeaCrest Wealth Management
New York
$645K -$133K -4,444 -17%
B
59
Bridgeworth
Alabama
$621K +$621K +21,227 New
CFD
60
Creative Financial Designs
Indiana
$558K +$203K +6,795 +57%
DBRC
61
D.B. Root & Company
Pennsylvania
$557K +$557K +18,665 New
SVCP
62
Silicon Valley Capital Partners
California
$555K -$4.24K -142 -0.8%
EAM
63
Evanson Asset Management
California
$545K
CF
64
Centaurus Financial
California
$541K +$172K +5,771 +47%
TRCT
65
Tower Research Capital (TRC)
New York
$534K +$236K +7,904 +79%
FA
66
FCG Advisors
New Jersey
$526K +$1.31K +44 +0.3%
AI
67
Atria Investments
North Carolina
$494K +$77.4K +2,594 +19%
HCP
68
Holt Capital Partners
Texas
$468K
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$466K -$17.4M -584,312 -97%
NFG
70
Next Financial Group
Texas
$461K +$141K +4,710 +44%
Citadel Advisors
71
Citadel Advisors
Florida
$411K +$411K +13,758 New
CS
72
Credit Suisse
Switzerland
$397K -$333K -11,160 -46%
NL
73
NVWM LLC
Pennsylvania
$377K -$9.79K -336 -3%
IA
74
IFP Advisors
Florida
$336K
BB
75
Bell Bank
North Dakota
$324K +$23.8K +798 +8%