PIV

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

Delisted

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

99 hedge funds and large institutions have $577M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
32
Reduced
33
Closed
8
Calls
Puts
$271K
Net Calls
-$271K
Net Calls Change
-$271K
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$54.8M 1,904,077 +76,785 +4%
Bank of America
2
Bank of America
North Carolina
$48.6M 1,688,193 +7,491 +0.4%
PAS
3
Park Avenue Securities
New York
$42.3M 1,459,035 -3,661 -0.3%
PCMC
4
Paragon Capital Management (Colorado)
Colorado
$38.8M 1,347,724 +41,241 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$33.7M 1,169,622 +18,384 +2%
Morgan Stanley
6
Morgan Stanley
New York
$27.4M 951,917 -123,127 -11%
EK
7
Evensky & Katz
Florida
$25M 868,827 +6,804 +0.8%
LPT
8
Legacy Private Trust
Wisconsin
$23.4M 811,898 -51,803 -6%
BJ
9
Brouwer & Janachowski
California
$22.7M 790,168 +28,688 +4%
Wells Fargo
10
Wells Fargo
California
$20.9M 726,830 -9,673 -1%
Lido Advisors
11
Lido Advisors
California
$19.7M 678,124 -58,841 -8%
UBS Group
12
UBS Group
Switzerland
$18.7M 648,711 +200,139 +45%
MIH
13
Madison Investment Holdings
Wisconsin
$18.4M 638,999 +449,290 +237%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$16.5M 573,987 -326,873 -36%
LPL Financial
15
LPL Financial
California
$15.2M 526,650 -29,330 -5%
LYV
16
Live Your Vision
Pennsylvania
$12.4M 429,536 +4,795 +1%
PCM
17
Peak Capital Management
Colorado
$10.5M 364,148 +23,279 +7%
CA
18
Cetera Advisors
Colorado
$9.23M 320,499 -4,288 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.06M 280,032 +2,871 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$7.58M 263,278 -737 -0.3%
FAAS
21
First Allied Advisory Services
California
$7.46M 259,198 +15,777 +6%
AG
22
Advisor Group
Arizona
$7M 242,991 -24,930 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.93M 240,814 +35,218 +17%
CAG
24
Crestwood Advisors Group
Massachusetts
$6.54M 227,039 +607 +0.3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.26M 217,254 -13,561 -6%