PIV

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

Delisted

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

84 hedge funds and large institutions have $505M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
15
Increased
36
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$48.8M 1,782,654 +60,593 +4%
Bank of America
2
Bank of America
North Carolina
$45.4M 1,656,910 -1,608,260 -49%
PAS
3
Park Avenue Securities
New York
$43M 1,575,376 +84,619 +6%
PCMC
4
Paragon Capital Management (Colorado)
Colorado
$38.2M 1,396,180 +1,396,180 New
Morgan Stanley
5
Morgan Stanley
New York
$33.6M 1,227,035 -53,325 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$29.9M 1,094,143 +787,950 +257%
EK
7
Evensky & Katz
Florida
$23.6M 862,719 +6,892 +0.8%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$23M 841,459 +832,098 +8,889%
Lido Advisors
9
Lido Advisors
California
$21.2M 766,812 -215,754 -22%
LPT
10
Legacy Private Trust
Wisconsin
$21M 766,759 +360,144 +89%
Wells Fargo
11
Wells Fargo
California
$20.3M 740,391 -18,987 -3%
BJ
12
Brouwer & Janachowski
California
$19.4M 710,186 +435,511 +159%
LPL Financial
13
LPL Financial
California
$15.4M 561,897 +102,715 +22%
LYV
14
Live Your Vision
Pennsylvania
$11.3M 413,307 +12,136 +3%
UBS Group
15
UBS Group
Switzerland
$9.25M 337,988 +64,726 +24%
LMIM
16
Lockheed Martin Investment Management
Maryland
$9.1M 332,619 +115,607 +53%
CA
17
Cetera Advisors
Colorado
$8.99M 328,643 +89,178 +37%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.38M 269,640 +11,154 +4%
CAG
19
Crestwood Advisors Group
Massachusetts
$6.5M 235,587 +14,030 +6%
AG
20
Advisor Group
Arizona
$6.35M 231,823 +196,192 +551%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.19M 226,018 -17,475 -7%
Ameriprise
22
Ameriprise
Minnesota
$5.84M 212,959 +16,422 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.38M 159,845 -3,552 -2%
CAN
24
Cetera Advisor Networks
California
$3.69M 135,024 +4,939 +4%
WDL
25
Well Done LLC
Michigan
$3.62M 132,076 +3,598 +3%