PIV

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

Delisted

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

80 hedge funds and large institutions have $424M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
16
Increased
31
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$84.9M 3,265,170 -367,226 -10%
SWA
2
SFMG Wealth Advisors
Texas
$44.8M 1,722,061 +90,160 +6%
PAS
3
Park Avenue Securities
New York
$38.9M 1,490,757 -37,886 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M 1,280,360 -155,530 -11%
Lido Advisors
5
Lido Advisors
California
$25.5M 982,566 +30,664 +3%
EK
6
Evensky & Katz
Florida
$22.2M 855,827 +12,990 +2%
Wells Fargo
7
Wells Fargo
California
$19.7M 759,378 +144,570 +24%
LPL Financial
8
LPL Financial
California
$12M 459,182 +64,913 +16%
LPT
9
Legacy Private Trust
Wisconsin
$10.6M 406,615 +406,615 New
LYV
10
Live Your Vision
Pennsylvania
$10.4M 401,171 +9,182 +2%
MFS
11
MSI Financial Services
Massachusetts
$9.97M 383,510 -4,181 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$7.96M 306,193 +144,171 +89%
BJ
13
Brouwer & Janachowski
California
$7.14M 274,675 +274,675 New
UBS Group
14
UBS Group
Switzerland
$7.1M 273,262 +96,617 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.72M 258,486 +13,983 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.33M 243,493 +99,319 +69%
CA
17
Cetera Advisors
Colorado
$6.23M 239,465 +16,093 +7%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.76M 221,557 +10,544 +5%
LMIM
19
Lockheed Martin Investment Management
Maryland
$5.64M 217,012 +72,694 +50%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$5.5M 211,475 +117,623 +125%
Ameriprise
21
Ameriprise
Minnesota
$5.1M 196,537 +22,086 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.25M 163,397 +36,874 +29%
CAN
23
Cetera Advisor Networks
California
$3.39M 130,085 +30,637 +31%
WDL
24
Well Done LLC
Michigan
$3.34M 128,478 +4,058 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.01M 115,809 +34,280 +42%