PIV

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

Delisted

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

82 hedge funds and large institutions have $461M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
36
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$92.4M 3,720,557 +165,252 +5%
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$59M 2,374,738 -1,329 -0.1%
PAS
3
Park Avenue Securities
New York
$38.1M 1,529,059 +17,374 +1%
SWA
4
SFMG Wealth Advisors
Texas
$38M 1,531,177 +35,326 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.5M 1,511,149 +10,945 +0.7%
QI
6
QS Investors
New York
$22.8M 919,104 +919,104 New
Morgan Stanley
7
Morgan Stanley
New York
$21.7M 872,094 +224,282 +35%
EK
8
Evensky & Katz
Florida
$21.1M 850,471 +12,885 +2%
Wells Fargo
9
Wells Fargo
California
$12.6M 508,859 +31,151 +7%
FIG
10
FundX Investment Group
California
$12.4M 500,092 +160,550 +47%
LYV
11
Live Your Vision
Pennsylvania
$9.68M 389,634 +29,239 +8%
LPL Financial
12
LPL Financial
California
$9.55M 384,230 -235,080 -38%
MFS
13
MSI Financial Services
Massachusetts
$8.58M 345,365 +180,799 +110%
CA
14
Cetera Advisors
Colorado
$5.23M 210,659 +5,049 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.15M 207,529 +20,411 +11%
CAG
16
Crestwood Advisors Group
Massachusetts
$4.96M 199,930 +10,674 +6%
UBS Group
17
UBS Group
Switzerland
$4.19M 168,681 +59,535 +55%
LMIM
18
Lockheed Martin Investment Management
Maryland
$3.58M 144,318 -40,306 -22%
Ameriprise
19
Ameriprise
Minnesota
$3.55M 143,139 +105,502 +280%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$3.31M 133,197 +109,406 +460%
SVCP
21
Silicon Valley Capital Partners
California
$3.22M 129,762 -8,953 -6%
WDL
22
Well Done LLC
Michigan
$3.09M 124,593 +4,226 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.98M 119,985 +88,129 +277%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.8M 112,904 +7,573 +7%
MA
25
Montag & Associates
Georgia
$2.25M 90,766