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 %
LIM
76
Leavell Investment Management
Alabama
$298K
HFS
77
HL Financial Services
Kentucky
$296K -$17.1K -574 -5%
NFG
78
Nations Financial Group
Iowa
$291K +$291K +9,758 New
NWP
79
Northstar Wealth Partners
Connecticut
$264K -$2.36K -79 -0.9%
ASN
80
Advisory Services Network
Georgia
$240K
Stifel Financial
81
Stifel Financial
Missouri
$235K -$54.2K -1,801 -19%
PAS
82
Partnervest Advisory Services
California
$231K +$32.7K +1,093 +16%
SWP
83
Stratos Wealth Partners
Ohio
$215K +$177K +5,930 +464%
CAL
84
Capital Advisors Ltd
Ohio
$206K
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$187K +$985 +33 +0.5%
Citigroup
86
Citigroup
New York
$145K
KTC
87
Kistler-Tiffany Companies
Pennsylvania
$112K
SEI Investments
88
SEI Investments
Pennsylvania
$95K -$8.68K -290 -8%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.9K
VFA
90
Valeo Financial Advisors
Indiana
$90K
APP
91
Avantax Planning Partners
Iowa
$69K +$69K +2,310 New
LF
92
Lee Financial
Texas
$63K +$63K +2,126 New
CAC
93
Certified Advisory Corp
Florida
$62K
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$24.4K +815 +67%
AC
95
Avestar Capital
New York
$59K
S
96
SignatureFD
Georgia
$47K +$47K +1,573 New
SF
97
Synovus Financial
Georgia
$44K +$44K +1,467 New
GI
98
Gradient Investments
Minnesota
$43K
GRP
99
Global Retirement Partners
California
$43K
BA
100
Ballew Advisors
Mississippi
$40K +$40K +1,347 New