Principal Spectrum Preferred and Income ETF
PQDI
10 hedge funds and large institutions have $42.9M invested in Principal Spectrum Preferred and Income ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
4.83% more ownership
Funds ownership: 114.1% → 118.94% (+4.8%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% less capital invested
Capital invested by funds: $43M → $42.9M (-$38.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$300K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$270K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$172K |
| 4 |
Jane Street
New York
|
+$113K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$199K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $18.9M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $9.77M | +$270K | +14,103 | +3% |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $9.65M | +$300K | +15,677 | +3% |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.61M | +$172K | +8,974 | +7% |
|
|
HIA
5
Harbor Investment Advisory
Lutherville,
Maryland
| $570K | – | – | – |
|
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $539K | +$10.1K | +526 | +2% |
|
|
7
Jane Street
New York
| $534K | +$113K | +5,921 | +27% |
|
|
8
Citadel Advisors
Miami,
Florida
| $342K | -$199K | -10,392 | -37% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $2.9K | – | – | – |
|
10
Morgan Stanley
New York
| $30 | – | – | – |
|
PQDI Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q4 2024, worth a combined $42.9M — down 0.09% from $43M a quarter earlier.
Fund positioning in PQDI was balanced in Q4 2024: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Principal Securities, adding an estimated $300K. The largest seller was Citadel Advisors, cutting an estimated $199K.
- 10 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $42.9M of Principal Spectrum Preferred and Income ETF stock for Q4 2024, down 0.09% quarter-over-quarter.
- 0 funds opened new Principal Spectrum Preferred and Income ETF positions in Q4 2024 and 0 closed out.
- The largest Principal Spectrum Preferred and Income ETF buyer in Q4 2024 was Principal Securities, an estimated $300K added.
- The largest Principal Spectrum Preferred and Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $199K sold.
Based on aggregated 13F filings for Q4 2024.