Principal Spectrum Preferred and Income ETF
PQDI
13 hedge funds and large institutions have $74.9M invested in Principal Spectrum Preferred and Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 0 closing their positions.
63% more funds holding
Funds holding: 8 → 13 (+5)
14% more capital invested
Capital invested by funds: $65.5M → $74.9M (+$9.42M)
3.2% more ownership
Funds ownership: 109.37% → 112.57% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$4.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.28M |
| 3 |
Jane Street
New York
|
+$614K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$210K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$145K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $40.5M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $14.4M | +$4.28M | +218,694 | +42% |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $14.4M | +$4.29M | +219,061 | +42% |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.67M | +$145K | +7,411 | +4% |
|
|
HIA
5
Harbor Investment Advisory
Lutherville,
Maryland
| $616K | +$28.3K | +1,447 | +5% |
|
|
6
Jane Street
New York
| $614K | +$614K | +31,383 | New |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $484K | – | – | – |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $210K | +$210K | +10,725 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $49.4K | +$49.3K | +2,521 | New |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $17.3K | +$6.17K | +315 | +55% |
|
11
AssetMark Inc
Concord,
California
| $1.72K | +$1.72K | +88 | New |
|
12
UBS Group
Zurich,
Switzerland
| $1.14K | +$1.14K | +58 | New |
|
13
Morgan Stanley
New York
| $37 | – | – | – |
|
PQDI Hedge Fund Activity: Q4 2025 in Review
13 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q4 2025, worth a combined $74.9M — up 14% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PQDI positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Principal Securities, adding an estimated $4.29M.
- 13 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $74.9M of Principal Spectrum Preferred and Income ETF stock for Q4 2025, up 14% quarter-over-quarter.
- 5 funds opened new Principal Spectrum Preferred and Income ETF positions in Q4 2025 and 0 closed out, a net change of +5 holders.
- The largest Principal Spectrum Preferred and Income ETF buyer in Q4 2025 was Principal Securities, an estimated $4.29M added.
Based on aggregated 13F filings for Q4 2025.