Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
PQDI
10 hedge funds and large institutions have $23.5M invested in Principal Spectrum Tax-Advantaged Dividend Active ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.5M |
| 2 |
Jane Street
New York
|
$1.08M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
$380K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
$14.8K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $18.6M | – | – | – |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.5M | +$2.5M | +134,209 | New |
|
|
3
Jane Street
New York
| $1.08M | +$700K | +37,504 | +182% |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $451K | -$27.2K | -1,459 | -6% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $380K | +$380K | +20,453 | New |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $228K | -$153K | -8,225 | -40% |
|
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $228K | -$153K | -8,225 | -40% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $32.7K | -$1.33K | -71 | -4% |
|
|
PS
9
Principal Securities
Des Moines,
Iowa
| $14.8K | +$2.44K | +131 | +20% |
|
10
UBS Group
Zurich,
Switzerland
| $821 | -$746 | -40 | -48% |
|
11
Morgan Stanley
New York
| – | -$764 | -42 | Closed |
|