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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$32K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$30K
PWAG
103
Polaris Wealth Advisory Group
California
$18K +$18K +593 New
YWP
104
YorkBridge Wealth Partners
New York
$15K
RFC
105
Regions Financial Corp
Alabama
$14K +$14K +455 New
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$13K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$12K -$17.5K -563 -59%
BWM
108
Baystate Wealth Management
Massachusetts
$9K +$9K +300 New
PA
109
Parallel Advisors
California
$8K
PCFFS
110
Pacific Center for Financial Services
California
$8K
Deutsche Bank
111
Deutsche Bank
Germany
$8K +$8K +281 New
GSC
112
G&S Capital
Colorado
$7K +$57 +2 +0.8%
AIS
113
Accurate Investment Solutions
Pennsylvania
$6K
MRCM
114
M&R Capital Management
New Jersey
$5K
AIM
115
Advantage Investment Management
Iowa
$5K +$5K +182 New
BlackRock
116
BlackRock
New York
$4K
CPA
117
Clear Perspective Advisors
Illinois
$2K
GFPC
118
Global Financial Private Capital
Florida
-$1.49M -48,924 Closed
LMIM
119
Lockheed Martin Investment Management
Maryland
-$1.24M -40,546 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$535K -17,580 Closed
Creative Planning
121
Creative Planning
Kansas
-$409K -13,425 Closed
CIAS
122
Capital Investment Advisory Services
North Carolina
-$349K -11,456 Closed
PAG
123
Private Advisor Group
New Jersey
-$356K -11,399 Closed
FAIM
124
Financial Advocates Investment Management
Washington
-$329K -10,809 Closed
WS
125
Wedbush Securities
California
-$310K -10,185 Closed