Principal Spectrum Preferred and Income ETF
PQDI
PQDI
10 hedge funds and large institutions have $63M invested in Principal Spectrum Preferred and Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$20.7M | |
| 2 | +$429K | |
| 3 | +$22.4K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.57K |
Top Sellers
| 1 | -$786K | |
| 2 | -$439K | |
| 3 | -$19.2K | |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$2.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $40M |
|
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2
Envestnet Asset Management
Chicago,
Illinois
| $9.46M |
|
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|
PS
3
Principal Securities
Des Moines,
Iowa
| $9.38M |
|
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4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.08M |
|
|||
|
HIA
5
Harbor Investment Advisory
Lutherville,
Maryland
| $580K |
|
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|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $515K |
|
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7
UBS Group
Zurich,
Switzerland
| $22.4K |
|
|||
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $11K |
|
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|
9
Raymond James Financial
St Petersburg,
Florida
| $2.57K |
|
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10
Morgan Stanley
New York
| $31 |
|
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|
11
Jones Financial Companies
Des Peres,
Missouri
| – |
|