Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
PQDI
9 hedge funds and large institutions have $22.2M invested in Principal Spectrum Tax-Advantaged Dividend Active ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-1
Holders Change %
-10%
% 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
2
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $18.7M | – | – | – |
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.39M | -$121K | -6,463 | -5% |
|
|
CIAS
3
Capital Investment Advisory Services
Raleigh,
North Carolina
| $495K | +$41.9K | +2,233 | +9% |
|
|
HIA
4
Harbor Investment Advisory
Lutherville,
Maryland
| $469K | +$469K | +25,000 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $188K | +$188K | +10,025 | New |
|
6
UBS Group
Zurich,
Switzerland
| $24.9K | +$24.1K | +1,285 | +2,920% |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $14.8K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $2.87K | -$30K | -1,600 | -91% |
|
9
Morgan Stanley
New York
| $29 | +$29 | +1 | New |
|
10
Jane Street
New York
| – | -$1.08M | -58,061 | Closed |
|
11
Truist Financial
Charlotte,
North Carolina
| – | -$380K | -20,453 | Closed |
|
|
BCI
12
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$228K | -12,215 | Closed |
|
|
OPS
13
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$228K | -12,215 | Closed |
|