PREF icon

Principal Spectrum Preferred Securities Active ETF

56 hedge funds and large institutions have $208M invested in Principal Spectrum Preferred Securities Active ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
27
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$1.69M -$1.02M -50,217 -38%
USAA
27
United Services Automobile Association
Texas
$1.66M +$1.66M +81,276 New
OMC
28
Old Mission Capital
Illinois
$1.43M +$1.43M +70,029 New
WJA
29
Willis Johnson & Associates
Texas
$1.31M -$30K -1,470 -2%
PAG
30
Private Advisor Group
New Jersey
$1.27M -$46.7K -2,289 -4%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$1.2M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.12M +$272K +13,342 +32%
APA
33
American Portfolios Advisors
New York
$1.01M +$286K +14,010 +39%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$895K -$72.9K -3,577 -8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$787K +$57.4K +2,816 +8%
DP
36
Dearborn Partners
Illinois
$785K +$19.2K +940 +3%
BEI
37
Benjamin Edwards Inc
Missouri
$779K -$22.6K -1,110 -3%
PFP
38
Pinnacle Financial Partners
Tennessee
$723K +$723K +35,497 New
3AM
39
3EDGE Asset Management
Florida
$625K -$33.5K -1,645 -5%
XF
40
XML Financial
Maryland
$555K +$15.1K +741 +3%
TGAM
41
TBH Global Asset Management
Tennessee
$431K +$29.3K +1,435 +7%
IA
42
IFP Advisors
Florida
$400K +$397K +19,594 +12,891%
OPS
43
Orion Portfolio Solutions
Nebraska
$355K +$355K +17,415 New
DC
44
Davenport & Co
Virginia
$298K -$137K -6,719 -32%
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$248K +$44.8K +2,202 +22%
FHC
46
First Heartland Consultants
Missouri
$224K -$130K -6,400 -37%
CIAS
47
Capital Investment Advisory Services
North Carolina
$199K +$199K +9,760 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$121K
GRP
49
Global Retirement Partners
California
$55K -$1.44K -71 -3%
HI
50
Harbour Investments
Wisconsin
$55K +$55K +2,674 New