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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
GRP
101
Global Retirement Partners
California
– -$43K -1,428 Closed
BA
102
Ballew Advisors
Mississippi
– -$40K -1,347 Closed
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
– -$32K -1,083 Closed
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
– -$30K -1,000 Closed
YWP
105
YorkBridge Wealth Partners
New York
– -$15K -500 Closed
RFC
106
Regions Financial Corp
Alabama
– -$14K -455 Closed
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
– -$13K -450 Closed
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -387 Closed
BWM
109
Baystate Wealth Management
Massachusetts
– -$9K -300 Closed
PCFFS
110
Pacific Center for Financial Services
California
– -$8K -282 Closed
Deutsche Bank
111
Deutsche Bank
Germany
– -$8K -281 Closed
PA
112
Parallel Advisors
California
– -$8K -260 Closed
GSC
113
G&S Capital
Colorado
– -$7K -244 Closed
AIS
114
Accurate Investment Solutions
Pennsylvania
– -$6K -193 Closed
AIM
115
Advantage Investment Management
Iowa
– -$5K -182 Closed
MRCM
116
M&R Capital Management
New Jersey
– -$5K -182 Closed
BlackRock
117
BlackRock
New York
– -$4K -132 Closed
CPA
118
Clear Perspective Advisors
Illinois
– -$2K -53 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.