PIV

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

Delisted

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

70 hedge funds and large institutions have $402M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
13
Increased
27
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$87.5M 3,555,305 +479,880 +16%
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$58.5M 2,376,067 +65,629 +3%
PAS
3
Park Avenue Securities
New York
$37.5M 1,511,685 -138,426 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.9M 1,500,204 -135,511 -8%
SWA
5
SFMG Wealth Advisors
Texas
$36.8M 1,495,851 -25,472 -2%
EK
6
Evensky & Katz
Florida
$20.6M 837,586 +155,409 +23%
Morgan Stanley
7
Morgan Stanley
New York
$15.9M 647,812 +154,375 +31%
LPL Financial
8
LPL Financial
California
$15.3M 619,310 +281,419 +83%
Wells Fargo
9
Wells Fargo
California
$11.8M 477,708 +89,360 +23%
LYV
10
Live Your Vision
Pennsylvania
$8.87M 360,395 +31,747 +10%
FIG
11
FundX Investment Group
California
$8.35M 339,542 +329,216 +3,188%
CA
12
Cetera Advisors
Colorado
$5.06M 205,610 +19,092 +10%
CAG
13
Crestwood Advisors Group
Massachusetts
$4.66M 189,256 +33,560 +22%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.6M 187,118 +9,376 +5%
LMIM
15
Lockheed Martin Investment Management
Maryland
$4.54M 184,624 -1,838 -1%
MFS
16
MSI Financial Services
Massachusetts
$4.05M 164,566 +36,985 +29%
SVCP
17
Silicon Valley Capital Partners
California
$3.41M 138,715 +138,715 New
WDL
18
Well Done LLC
Michigan
$2.96M 120,367 -85,292 -41%
UBS Group
19
UBS Group
Switzerland
$2.69M 109,146 +72,668 +199%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.59M 105,331 +6,344 +6%
MA
21
Montag & Associates
Georgia
$2.23M 90,766 -1,345 -1%
CAAS
22
Capital Asset Advisory Services
Michigan
$2.02M 82,109 +520 +0.6%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.7M 69,218 -20,764 -23%
CAN
24
Cetera Advisor Networks
California
$1.7M 68,922 +46,053 +201%
RAM
25
Riggs Asset Management
Pennsylvania
$1.58M 64,330 +64,330 New