PIV

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

Overview Fund Activity
Delisted

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

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24 hedge funds and large institutions have $131M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$39.7M
2
Bank of America
2
Bank of America
North Carolina
$22.7M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.5M
5
EK
5
Evensky & Katz
Florida
$10.5M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$39.7M 2,223,889 +2,223,889 New
Bank of America
2
Bank of America
North Carolina
$22.7M 1,272,369 +1,272,369 New
SWA
3
SFMG Wealth Advisors
Texas
$22.3M 1,249,510 +1,249,510 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.5M 865,909 +865,909 New
EK
5
Evensky & Katz
Florida
$10.5M 590,597 +590,597 New
BCI
6
Brinker Capital Investments
Pennsylvania
$8.24M 461,500 +461,500 New
Wells Fargo
7
Wells Fargo
California
$4.62M 258,884 +258,884 New
MA
8
Montag & Associates
Georgia
$2.61M 146,098 +146,098 New
LPL Financial
9
LPL Financial
California
$1.37M 76,642 +76,642 New
Morgan Stanley
10
Morgan Stanley
New York
$975K 54,577 +54,577 New
CWM
11
Concert Wealth Management
California
$577K 32,069 +32,069 New
U
12
UBS
Switzerland
$468K 26,200 +26,200 New
JWBC
13
J.W. Burns & Co
New York
$299K 16,724 +16,724 New
1GA
14
1st Global Advisors
Texas
$255K 14,280 +14,280 New
CS
15
Credit Suisse
Switzerland
$226K 12,636 +12,636 New
TH
16
Timber Hill
Connecticut
$191K 10,708 +10,708 New
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$143K 8,000 +8,000 New
Creative Planning
18
Creative Planning
Kansas
$131K 7,308 +7,308 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$122K 6,826 +6,826 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20K 1,100 +1,100 New
Ameriprise
21
Ameriprise
Minnesota
$12K 657 +657 New
SF
22
Synovus Financial
Georgia
$5K 307 +307 New
Nomura Holdings
23
Nomura Holdings
Japan
$4K 200 +200 New
PFG
24
Piershale Financial Group
Illinois
$1K 35 +35 New