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PIV

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

Delisted

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

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3 hedge funds and large institutions have $9.33M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 120 → 3 (-117)

99% less capital invested

Capital invested by funds: $668M → $9.33M (-$659M)

100% less funds holding in top 10

Funds holding in top 10: 13 → 0 (-13)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 117

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-117
Holders Change %
-97.5%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
117
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SWA
SFMG Wealth Advisors
Texas
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$52.8M
3
Bank of America
Bank of America
North Carolina
-$45.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$43.9M
5
PAS
Park Avenue Securities
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
51
Stonehearth Capital Management
Massachusetts
– -$1.06M -35,469 Closed
CWM
52
Cornerstone Wealth Management
Missouri
– -$848K -29,108 Closed
FAT
53
First American Trust
California
– -$867K -29,050 Closed
DAS
54
Dynamic Advisor Solutions
Arizona
– -$859K -28,799 Closed
Bank of New York Mellon
55
Bank of New York Mellon
New York
– -$811K -27,178 Closed
KA
56
Kovack Advisors
Florida
– -$800K -26,793 Closed
JWBC
57
J.W. Burns & Co
New York
– -$715K -23,964 Closed
AWM
58
Altium Wealth Management
New York
– -$705K -23,622 Closed
CCM
59
Compton Capital Management
Rhode Island
– -$672K -22,510 Closed
SWM
60
SeaCrest Wealth Management
New York
– -$645K -21,613 Closed
B
61
Bridgeworth
Alabama
– -$621K -21,227 Closed
CFD
62
Creative Financial Designs
Indiana
– -$558K -18,711 Closed
DBRC
63
D.B. Root & Company
Pennsylvania
– -$557K -18,665 Closed
SVCP
64
Silicon Valley Capital Partners
California
– -$555K -18,594 Closed
EAM
65
Evanson Asset Management
California
– -$545K -18,255 Closed
CF
66
Centaurus Financial
California
– -$541K -18,125 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$534K -17,886 Closed
FA
68
FCG Advisors
New Jersey
– -$526K -17,636 Closed
AI
69
Atria Investments
North Carolina
– -$494K -16,546 Closed
HCP
70
Holt Capital Partners
Texas
– -$468K -15,700 Closed
JMPWA
71
JP Morgan Private Wealth Advisors
California
– -$466K -15,619 Closed
NFG
72
Next Financial Group
Texas
– -$461K -15,443 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$411K -13,758 Closed
CS
74
Credit Suisse
Switzerland
– -$397K -13,306 Closed
NL
75
NVWM LLC
Pennsylvania
– -$377K -12,940 Closed
1 2
3
4 5

PIV Hedge Fund Activity: Q2 2018 in Review

3 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) for Q2 2018, worth a combined $9.33M — down 99% from $668M a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PIV and 0 opened new positions — a net loss of 117 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $59M sold.

  • 3 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q2 2018, down from 120 in Q1 2018.
  • Funds reported $9.33M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q2 2018, down 99% quarter-over-quarter.
  • 0 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q2 2018 and 117 closed out, a net change of -117 holders.
  • The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX seller in Q2 2018 was SFMG Wealth Advisors, an estimated $59M sold.

Based on aggregated 13F filings for Q2 2018.