Principal Spectrum Preferred and Income ETF
PQDI
6 hedge funds and large institutions have $19.9M invested in Principal Spectrum Preferred and Income ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
506% more capital invested
Capital invested by funds: $3.28M → $19.9M (+$16.6M)
4.33% more ownership
Funds ownership: 94.26% → 98.59% (+4.3%)
0% more funds holding
Funds holding: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$370K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$370K |
| 3 |
Jane Street
New York
|
+$64K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$61.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $17.5M | – | – | – |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $761K | +$370K | +21,272 | +96% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $761K | +$370K | +21,272 | +96% |
|
|
4
Jane Street
New York
| $597K | +$64K | +3,678 | +12% |
|
|
CIAS
5
Capital Investment Advisory Services
Raleigh,
North Carolina
| $300K | +$61.3K | +3,520 | +26% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $3.92K | – | – | – |
|
PQDI Hedge Fund Activity: Q2 2023 in Review
6 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q2 2023, worth a combined $19.9M — up 506% from $3.28M a quarter earlier.
Fund positioning in PQDI was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $370K.
- 6 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $19.9M of Principal Spectrum Preferred and Income ETF stock for Q2 2023, up 506% quarter-over-quarter.
- 0 funds opened new Principal Spectrum Preferred and Income ETF positions in Q2 2023 and 0 closed out.
- The largest Principal Spectrum Preferred and Income ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $370K added.
Based on aggregated 13F filings for Q2 2023.