Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
PQDI
9 hedge funds and large institutions have $19.7M invested in Principal Spectrum Tax-Advantaged Dividend Active ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CIAS
1
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$465K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$1.52K |
| 3 |
3
Morgan Stanley
New York
|
$764 |
Top Sellers
| 1 |
1
Jane Street
New York
|
$373K |
| 2 |
OPS
2
Orion Portfolio Solutions
Omaha,
Nebraska
|
$370K |
| 3 |
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$370K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $18.1M | – | – | – |
|
|
CIAS
2
Capital Investment Advisory Services
Raleigh,
North Carolina
| $465K | +$120K | +6,597 | +35% |
|
|
3
Jane Street
New York
| $373K | -$120K | -6,622 | -24% |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $370K | -$23.1K | -1,273 | -6% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $370K | -$23.1K | -1,273 | -6% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $33.1K | – | – | – |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $12K | +$12K | +661 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.52K | +$1.52K | +84 | New |
|
|
9
Morgan Stanley
New York
| $764 | +$764 | +42 | New |
|