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Principal Spectrum Preferred Securities Active ETF
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Overview Fund Activity

64 hedge funds and large institutions have $421M invested in Principal Spectrum Preferred Securities Active ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$53M
3
UBS Group
3
UBS Group
Switzerland
$96.2M
4
Bank of America
4
Bank of America
North Carolina
$80.7M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.63M

Top Sellers

1
GA
1
Goldstein Advisors
Wisconsin
$0
2
AWM
2
Activest Wealth Management
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$1.59M 93,783 +1,714 +2%
BEI
27
Benjamin Edwards Inc
Missouri
$1.57M 92,727 -4,022 -4%
PAG
28
Private Advisor Group
New Jersey
$1.57M 92,581 +14,867 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.56M 92,091 +92,091 New
ARG
30
Advisory Resource Group
Oklahoma
$1.35M 79,709 -1,575 -2%
UB
31
UMB Bank
Missouri
$1.33M 78,325 +9,945 +15%
ATC
32
Argent Trust Co
Tennessee
$1.2M 70,647 +70,647 New
MIA
33
MainStreet Investment Advisors
Illinois
$1.07M 62,840 -16,864 -21%
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$1.01M 59,365 +59,365 New
P
35
Pitcairn
Pennsylvania
$881K 51,969 -18,182 -26%
SRC
36
Sage Rhino Capital
California
$834K 49,206 -45,355 -48%
JWCA
37
J.W. Cole Advisors
Florida
$809K 47,708 +811 +2%
Principal Financial Group
38
Principal Financial Group
Iowa
$768K 45,320 +241 +0.5%
USAA
39
United Services Automobile Association
Texas
$757K 44,648 -17,509 -28%
FFP
40
FourThought Financial Partners
Florida
$682K 40,223 +40,223 New
PFP
41
Pinnacle Financial Partners
Tennessee
$641K 37,798 -84 -0.2%
RIA
42
Realta Investment Advisors
Delaware
$583K 34,396 -25,549 -43%
FCFC
43
First Citizens Financial Corp
Iowa
$582K 34,325 +34,325 New
JCM
44
Jacobi Capital Management
Pennsylvania
$416K 24,566 -4,964 -17%
MFC
45
Mechanics Financial Corp
Ohio
$389K 22,940 – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$362K 21,349 -7,936 -27%
CIAS
47
Capital Investment Advisory Services
North Carolina
$338K 19,957 -63 -0.3%
GRP
48
Global Retirement Partners
California
$325K 19,176 +308 +2%
XF
49
XML Financial
Maryland
$325K 19,164 +219 +1%
KAS
50
Kestra Advisory Services
Texas
$292K 17,223 +1,301 +8%
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