We are live on ! Find out more
PQDI

Principal Spectrum Preferred and Income ETF
PQDI

6 hedge funds and large institutions have $19M invested in Principal Spectrum Preferred and Income ETF in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6 → 6 (0)

4% less capital invested

Capital invested by funds: $19.9M → $19M (-$848K)

4.07% less ownership

Funds ownership: 98.59% → 94.52% (-4.1%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
Capital Investment Advisory Services
North Carolina
+$33.3K
2
Osaic Holdings
Osaic Holdings
Arizona
+$28.2K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$382K
2
OPS
Orion Portfolio Solutions
Nebraska
-$382K
3
Jane Street
Jane Street
New York
-$121K

PQDI Hedge Fund Activity: Q3 2023 in Review

6 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q3 2023, worth a combined $19M — down 4.3% from $19.9M a quarter earlier.

Fund positioning in PQDI was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $33.3K. The largest seller was Brinker Capital Investments, cutting an estimated $382K.

  • 6 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $19M of Principal Spectrum Preferred and Income ETF stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 0 funds opened new Principal Spectrum Preferred and Income ETF positions in Q3 2023 and 0 closed out.
  • The largest Principal Spectrum Preferred and Income ETF buyer in Q3 2023 was Capital Investment Advisory Services, an estimated $33.3K added.
  • The largest Principal Spectrum Preferred and Income ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $382K sold.

Based on aggregated 13F filings for Q3 2023.