Principal Spectrum Preferred and Income ETF
PQDI
13 hedge funds and large institutions have $74.6M invested in Principal Spectrum Preferred and Income ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0% more funds holding
Funds holding: 13 → 13 (0)
0% less capital invested
Capital invested by funds: $74.9M → $74.6M (-$295K)
1.88% less ownership
Funds ownership: 112.57% → 110.69% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.39M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$85.2K |
| 4 |
Jane Street
New York
|
+$27.4K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$4.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.72M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$999 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $39.8M | – | – | – |
|
|
PS
2
Principal Securities
Des Moines,
Iowa
| $15.5M | +$1.39M | +71,086 | +10% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $15.3M | +$1.13M | +57,654 | +8% |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.9M | -$1.72M | -87,828 | -47% |
|
|
5
Jane Street
New York
| $632K | +$27.4K | +1,396 | +4% |
|
|
HIA
6
Harbor Investment Advisory
Lutherville,
Maryland
| $606K | – | – | – |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $481K | +$4.9K | +250 | +1% |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $290K | +$85.2K | +4,350 | +41% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $49.3K | +$686 | +35 | +1% |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $17.1K | – | – | – |
|
11
AssetMark Inc
Concord,
California
| $1.7K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $135 | -$999 | -51 | -88% |
|
13
Morgan Stanley
New York
| $27 | – | – | – |
|
PQDI Hedge Fund Activity: Q1 2026 in Review
13 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred and Income ETF (PQDI) for Q1 2026, worth a combined $74.6M — down 0.39% from $74.9M a quarter earlier.
Fund positioning in PQDI was balanced in Q1 2026: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Principal Securities, adding an estimated $1.39M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.72M.
- 13 institutional investors held Principal Spectrum Preferred and Income ETF (PQDI) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $74.6M of Principal Spectrum Preferred and Income ETF stock for Q1 2026, down 0.39% quarter-over-quarter.
- 0 funds opened new Principal Spectrum Preferred and Income ETF positions in Q1 2026 and 0 closed out.
- The largest Principal Spectrum Preferred and Income ETF buyer in Q1 2026 was Principal Securities, an estimated $1.39M added.
- The largest Principal Spectrum Preferred and Income ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $1.72M sold.
Based on aggregated 13F filings for Q1 2026.