PIV

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

Delisted

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

94 hedge funds and large institutions have $549M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
14
Increased
33
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$51.1M 1,827,292 +44,638 +3%
Bank of America
2
Bank of America
North Carolina
$47M 1,680,702 +23,792 +1%
PAS
3
Park Avenue Securities
New York
$40.9M 1,462,696 -112,680 -7%
PCMC
4
Paragon Capital Management (Colorado)
Colorado
$36.5M 1,306,483 -89,697 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$32.2M 1,151,238 +57,095 +5%
Morgan Stanley
6
Morgan Stanley
New York
$30.1M 1,075,044 -151,991 -12%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$25.2M 900,860 +59,401 +7%
LPT
8
Legacy Private Trust
Wisconsin
$24.1M 863,701 +96,942 +13%
EK
9
Evensky & Katz
Florida
$24.1M 862,023 -696 -0.1%
BJ
10
Brouwer & Janachowski
California
$21.3M 761,480 +51,294 +7%
Lido Advisors
11
Lido Advisors
California
$20.6M 736,965 -29,847 -4%
Wells Fargo
12
Wells Fargo
California
$20.6M 736,503 -3,888 -0.5%
LPL Financial
13
LPL Financial
California
$15.5M 555,980 -5,917 -1%
UBS Group
14
UBS Group
Switzerland
$12.5M 448,572 +110,584 +33%
LYV
15
Live Your Vision
Pennsylvania
$12M 424,741 +11,434 +3%
PCM
16
Peak Capital Management
Colorado
$9.53M 340,869 +340,869 New
CA
17
Cetera Advisors
Colorado
$9.09M 324,787 -3,856 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.75M 277,161 +7,521 +3%
AG
19
Advisor Group
Arizona
$7.49M 267,921 +36,098 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$7.38M 264,015 +264,015 New
LMIM
21
Lockheed Martin Investment Management
Maryland
$7.2M 257,577 -75,042 -23%
FAAS
22
First Allied Advisory Services
California
$6.82M 243,421 +145,780 +149%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.45M 230,815 +4,797 +2%
CAG
24
Crestwood Advisors Group
Massachusetts
$6.39M 226,432 -9,155 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.75M 205,596 +45,751 +29%