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Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI

Overview Fund Activity

10 hedge funds and large institutions have $43M invested in Principal Spectrum Tax-Advantaged Dividend Active ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 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
3
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.66M
2
PS
Principal Securities
Iowa
$9.51M
3
Citadel Advisors
Citadel Advisors
Florida
$548K
4
Jane Street
Jane Street
New York
$428K
5
HIA
Harbor Investment Advisory
Maryland
$579K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
2
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$19.2M – – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.66M +$9.66M +500,170 New
PS
3
Principal Securities
Iowa
$9.51M +$9.49M +491,627 +62,074%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$10.1K +524 +0.4%
HIA
5
Harbor Investment Advisory
Maryland
$579K +$96.5K +5,000 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$548K +$548K +28,395 New
CIAS
7
Capital Investment Advisory Services
North Carolina
$538K +$28.1K +1,458 +6%
Jane Street
8
Jane Street
New York
$428K +$428K +22,191 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.95K – – –
Morgan Stanley
10
Morgan Stanley
New York
$29 – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
– -$188K -10,025 Closed
UBS Group
12
UBS Group
Switzerland
– -$24.9K -1,329 Closed