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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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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.

New
Increased
Maintained
Reduced
Closed
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

No buyers this quarter

Top Sellers

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

PIV Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 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 2013, worth a combined $131M.

Buyers outnumbered sellers: 24 funds opened new PIV positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $131M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q2 2013.
  • 24 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.