Principal Spectrum Preferred and Income ETF
PQDI
PQDI
8 hedge funds and large institutions have $65.5M invested in Principal Spectrum Preferred and Income ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $40.6M |
|
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2
Envestnet Asset Management
Chicago,
Illinois
| $10.2M |
|
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|
PS
3
Principal Securities
Des Moines,
Iowa
| $10.1M |
|
|||
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.51M |
|
|||
|
HIA
5
Harbor Investment Advisory
Lutherville,
Maryland
| $589K |
|
|||
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $486K |
|
|||
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $11.2K |
|
|||
8
Morgan Stanley
New York
| $35 |
|
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9
UBS Group
Zurich,
Switzerland
| – |
|
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10
Raymond James Financial
St Petersburg,
Florida
| – |
|