PIV

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

Delisted

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

115 hedge funds and large institutions have $626M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
26
Increased
33
Reduced
34
Closed
10
Calls
Puts
$213K
Net Calls
-$213K
Net Calls Change
+$58K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$30K 1,000 +1,000 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$29K 950 +716 +306%
YWP
103
YorkBridge Wealth Partners
New York
$15K 500
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$14K 450
PCFFS
105
Pacific Center for Financial Services
California
$9K 282
PA
106
Parallel Advisors
California
$8K 260
GSC
107
G&S Capital
Colorado
$7K 242 +242 New
AIS
108
Accurate Investment Solutions
Pennsylvania
$6K 193 +1 +0.5%
MRCM
109
M&R Capital Management
New Jersey
$5K 182
CA
110
Calton & Associates
Florida
$5K 159 +159 New
BlackRock
111
BlackRock
New York
$4K 132
CPA
112
Clear Perspective Advisors
Illinois
$2K 53
AIA
113
Arcadia Investment Advisors
Idaho
$907 32 +32 New
RIM
114
Rampart Investment Management
Connecticut
-83,204 Closed
HH
115
Hilltop Holdings
Texas
-62,477 Closed
TSS
116
Two Sigma Securities
New York
-51,877 Closed
Goldman Sachs
117
Goldman Sachs
New York
-49,987 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-25,323 Closed
PWAG
119
Polaris Wealth Advisory Group
California
-16,334 Closed
BF
120
BOK Financial
Oklahoma
-3,275 Closed
HFM
121
Hartford Financial Management
Connecticut
-1,941 Closed
CAL
122
Capital Analysts LLC
Pennsylvania
-1,800 Closed
MIFH
123
Migdal Insurance & Financial Holdings
Israel
-1,654 Closed
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$0 10
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$0 1