Principal Spectrum Preferred and Income ETF
PQDI
9 hedge funds and large institutions have $42.4M invested in Principal Spectrum Preferred and Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1% less capital invested
Capital invested by funds: $42.9M → $42.4M (-$496K)
1.61% less ownership
Funds ownership: 118.94% → 117.32% (-1.6%)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$301K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$10.8K |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$534K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$342K |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$13.7K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.94K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $19M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $10.1M | +$301K | +15,850 | +3% |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $9.65M | – | – | – |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $2.61M | -$3.94K | -207 | -0.2% |
|
|
HIA
5
Harbor Investment Advisory
Lutherville,
Maryland
| $571K | – | – | – |
|
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $527K | -$13.7K | -719 | -3% |
|
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $10.9K | +$10.8K | +570 | New |
|
|
8
Jones Financial Companies
Des Peres,
Missouri
| $2.48K | +$2.47K | +130 | New |
|
9
Morgan Stanley
New York
| $26 | – | – | – |
|
|
10
Jane Street
New York
| – | -$534K | -28,112 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$342K | -18,003 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.9K | -153 | Closed |
|
PQDI Hedge Fund Activity: Q1 2025 in Review
9 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q1 2025, worth a combined $42.4M — down 1.2% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PQDI and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Envestnet Asset Management, adding an estimated $301K. The largest seller was Jane Street, exiting entirely with an estimated $534K sold.
- 9 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q1 2025, down from 10 in Q4 2024.
- Funds reported $42.4M of Principal Spectrum Preferred and Income ETF stock for Q1 2025, down 1.2% quarter-over-quarter.
- 2 funds opened new Principal Spectrum Preferred and Income ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest Principal Spectrum Preferred and Income ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $301K added.
- The largest Principal Spectrum Preferred and Income ETF seller in Q1 2025 was Jane Street, an estimated $534K sold.
Based on aggregated 13F filings for Q1 2025.