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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
IA
76
IFP Advisors
Florida
– -$336K -11,027 Closed
BB
77
Bell Bank
North Dakota
– -$324K -10,858 Closed
LIM
78
Leavell Investment Management
Alabama
– -$298K -10,000 Closed
HFS
79
HL Financial Services
Kentucky
– -$296K -9,925 Closed
NFG
80
Nations Financial Group
Iowa
– -$291K -9,758 Closed
NWP
81
Northstar Wealth Partners
Connecticut
– -$264K -8,855 Closed
ASN
82
Advisory Services Network
Georgia
– -$240K -8,037 Closed
Stifel Financial
83
Stifel Financial
Missouri
– -$235K -7,807 Closed
PAS
84
Partnervest Advisory Services
California
– -$231K -7,732 Closed
SWP
85
Stratos Wealth Partners
Ohio
– -$215K -7,208 Closed
CAL
86
Capital Advisors Ltd
Ohio
– -$206K -6,919 Closed
WAM
87
Wealthspire Advisors (Maryland)
Maryland
– -$187K -6,265 Closed
Citigroup
88
Citigroup
New York
– -$145K -4,850 Closed
KTC
89
Kistler-Tiffany Companies
Pennsylvania
– -$112K -3,770 Closed
SEI Investments
90
SEI Investments
Pennsylvania
– -$95K -3,175 Closed
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$91.9K -3,080 Closed
VFA
92
Valeo Financial Advisors
Indiana
– -$90K -3,013 Closed
APP
93
Avantax Planning Partners
Iowa
– -$69K -2,310 Closed
LF
94
Lee Financial
Texas
– -$63K -2,126 Closed
CAC
95
Certified Advisory Corp
Florida
– -$62K -2,080 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$61K -2,037 Closed
AC
97
Avestar Capital
New York
– -$59K -2,000 Closed
S
98
SignatureFD
Georgia
– -$47K -1,573 Closed
SF
99
Synovus Financial
Georgia
– -$44K -1,467 Closed
GI
100
Gradient Investments
Minnesota
– -$43K -1,450 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.