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Principal Spectrum Preferred Securities Active ETF
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Overview Fund Activity

71 hedge funds and large institutions have $295M invested in Principal Spectrum Preferred Securities Active ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$95.7M
2
Cerity Partners
2
Cerity Partners
New York
$10.4M
3
P
3
Pitcairn
Pennsylvania
$7.94M
4
Jane Street
4
Jane Street
New York
$4.84M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.67M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.42M
2
NA
2
Nottingham Advisors
New York
$2.34M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.41M
5
FIM
5
Freedom Investment Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IP
26
Investment Partners
Ohio
$2.18M 127,243 +127,243 New
CB
27
Community Bank
New York
$2.05M 119,615 -12,375 -9%
DP
28
Dearborn Partners
Illinois
$2.04M 119,108 +280 +0.2%
MIA
29
MainStreet Investment Advisors
Illinois
$1.91M 111,609 +23,949 +27%
FIA
30
Foundations Investment Advisors
Arizona
$1.82M 106,287 +30,531 +40%
FT
31
Fiduciary Trust
Massachusetts
$1.74M 101,651 +101,651 New
AWS
32
AJ Wealth Strategies
New York
$1.68M 98,140 +98,140 New
BEI
33
Benjamin Edwards Inc
Missouri
$1.62M 94,872 +946 +1%
SRC
34
Sage Rhino Capital
California
$1.55M 90,389 +90,389 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.41M 82,475 -63,442 -43%
ARG
36
Advisory Resource Group
Oklahoma
$1.36M 79,609 +62 +0.1%
UB
37
UMB Bank
Missouri
$1.28M 75,047 +29,204 +64%
USAA
38
United Services Automobile Association
Texas
$1.26M 73,719 -6,031 -8%
RIA
39
Realta Investment Advisors
Delaware
$1.09M 63,782 -14,510 -19%
AWM
40
Activest Wealth Management
Florida
$815K 47,630 +11,453 +32%
JWCA
41
J.W. Cole Advisors
Florida
$717K 41,887 +2,858 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$675K 39,431 -21,202 -35%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$648K 37,890 +35,751 +1,671%
PFP
44
Pinnacle Financial Partners
Tennessee
$553K 32,324 -2,640 -8%
OPS
45
Orion Portfolio Solutions
Nebraska
$543K 31,752 +16,795 +112%
JCM
46
Jacobi Capital Management
Pennsylvania
$500K 29,208 -6,740 -19%
Citadel Advisors
47
Citadel Advisors
Florida
$497K 29,039 -23,072 -44%
NA
48
NewEdge Advisors
Louisiana
$490K 85,092 -16,439 -16%
CIAS
49
Capital Investment Advisory Services
North Carolina
$412K 24,068 -11 -0%
MFC
50
Mechanics Financial Corp
Ohio
$390K 22,788 +885 +4%
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