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Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

71 hedge funds and large institutions have $241M invested in Principal Spectrum Preferred Securities Active ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
28
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.26M
3
Truist Financial
3
Truist Financial
North Carolina
$7.17M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$8.92M
5
CCM
5
Covington Capital Management
California
$11M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$1.05M
3
UBS Group
3
UBS Group
Switzerland
$11.2M
4
Bank of America
4
Bank of America
North Carolina
$42M
5
AWM
5
Activest Wealth Management
Florida
$504K
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
26
Realta Investment Advisors
Delaware
$1.71M 89,984 -22,588 -20%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.66M 87,288 -832 -0.9%
BEI
28
Benjamin Edwards Inc
Missouri
$1.63M 85,968 +23,722 +38%
Stifel Financial
29
Stifel Financial
Missouri
$1.57M 82,730 +15,582 +23%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.56M 82,186 -8,954 -10%
ARG
31
Advisory Resource Group
Oklahoma
$1.46M 76,779 +58 +0.1%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$1.34M 70,733 – –
FIM
33
Freedom Investment Management
Connecticut
$1.19M 62,741 -47,444 -43%
PAG
34
Private Advisor Group
New Jersey
$1.18M 62,297 +1,291 +2%
APA
35
American Portfolios Advisors
New York
$1.16M 61,236 +4,180 +7%
Jane Street
36
Jane Street
New York
$1.05M 55,220 -382,126 -87%
UB
37
UMB Bank
Missouri
$866K 45,610 +44,054 +2,831%
JWCA
38
J.W. Cole Advisors
Florida
$822K 43,306 +1,056 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$806K 42,460 -2,960 -7%
OMC
40
Old Mission Capital
Illinois
$805K 42,384 -10,899 -20%
PFP
41
Pinnacle Financial Partners
Tennessee
$778K 40,976 +944 +2%
AWM
42
Activest Wealth Management
Florida
$504K 26,558 -223,780 -89%
XF
43
XML Financial
Maryland
$492K 25,886 -927 -3%
CIAS
44
Capital Investment Advisory Services
North Carolina
$434K 22,871 -220 -1%
EH
45
Equitable Holdings
New York
$424K 22,345 +4 +0%
DC
46
Davenport & Co
Virginia
$419K 22,042 +3,480 +19%
FIA
47
Foundations Investment Advisors
Arizona
$365K 19,563 +5,744 +42%
KAS
48
Kestra Advisory Services
Texas
$335K 17,652 -376 -2%
MFC
49
Mechanics Financial Corp
Ohio
$330K 17,355 – –
WC
50
Whitney & Co
New York
$274K 14,440 +14,440 New
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