PIV

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

Delisted

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

119 hedge funds and large institutions have $665M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
18
Increased
34
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$59M 1,975,697 +31,019 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.8M 1,798,056 +1,798,056 New
Bank of America
3
Bank of America
North Carolina
$45.9M 1,538,901 -74,921 -5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$43.9M 1,471,701 +10,033 +0.7%
PAS
5
Park Avenue Securities
New York
$42.5M 1,457,348 -11,881 -0.8%
PCMC
6
Paragon Capital Management (Colorado)
Colorado
$36.5M 1,223,117 -94,311 -7%
MIH
7
Madison Investment Holdings
Wisconsin
$27.6M 923,541 +58,329 +7%
EK
8
Evensky & Katz
Florida
$24.2M 810,697 -61,582 -7%
BJ
9
Brouwer & Janachowski
California
$23.9M 800,364 +8,458 +1%
Morgan Stanley
10
Morgan Stanley
New York
$22.5M 755,094 -17,243 -2%
LPT
11
Legacy Private Trust
Wisconsin
$22M 736,320 -115,689 -14%
Wells Fargo
12
Wells Fargo
California
$19.5M 653,275 -68,527 -9%
Lido Advisors
13
Lido Advisors
California
$18.5M 619,373 -14,492 -2%
UBS Group
14
UBS Group
Switzerland
$16.2M 542,139 +59,599 +12%
LPL Financial
15
LPL Financial
California
$15.3M 512,685 -25,142 -5%
RJA
16
Raymond James & Associates
Florida
$15M 501,635 +359,694 +253%
LYV
17
Live Your Vision
Pennsylvania
$12.4M 413,487 -3,903 -0.9%
Ameriprise
18
Ameriprise
Minnesota
$10M 336,004 +182,230 +119%
PCM
19
Peak Capital Management
Colorado
$9.99M 334,890 -22,658 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.86M 330,313 +18,336 +6%
CA
21
Cetera Advisors
Colorado
$9.58M 321,329 +7,453 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.58M 321,042 +67,446 +27%
FAAS
23
First Allied Advisory Services
California
$8.8M 294,596 +17,339 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.62M 255,348 +3,828 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.76M 226,581 +31,060 +16%