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Principal Spectrum Preferred Securities Active ETF

83 hedge funds and large institutions have $662M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
5
Increased
41
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.08M 169,582 -59,660 -26%
WJA
27
Willis Johnson & Associates
Texas
$2.66M 146,673 -3,895 -3%
MCWA
28
Meadow Creek Wealth Advisors
Georgia
$2.53M 139,222 -290 -0.2%
IP
29
Investment Partners
Ohio
$2.38M 131,264 +3,793 +3%
Cerity Partners
30
Cerity Partners
New York
$2.35M 129,386 -35,807 -22%
Stifel Financial
31
Stifel Financial
Missouri
$2.15M 118,625 -21,103 -15%
DP
32
Dearborn Partners
Illinois
$2.1M 115,724 +13,528 +13%
FZCM
33
Flynn Zito Capital Management
New York
$1.93M 106,452 +11,182 +12%
JWCA
34
J.W. Cole Advisors
Florida
$1.92M 106,058 +29,711 +39%
MPWT
35
MassMutual Private Wealth & Trust
Connecticut
$1.87M 103,037 -78,085 -43%
NA
36
NewEdge Advisors
Louisiana
$1.66M 91,240 +12,268 +16%
Principal Financial Group
37
Principal Financial Group
Iowa
$1.65M 83,439 +5,809 +7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.63M 89,791 -8,560 -9%
BEI
39
Benjamin Edwards Inc
Missouri
$1.54M 84,886 -1,901 -2%
GJWM
40
Gilliland Jeter Wealth Management
Arkansas
$1.5M 82,412 -3,512 -4%
PAG
41
Private Advisor Group
New Jersey
$1.48M 81,299 -7,418 -8%
Comerica Bank
42
Comerica Bank
Texas
$1.22M 66,963 +34,921 +109%
UB
43
UMB Bank
Missouri
$1.16M 63,944 -8,041 -11%
DIM
44
Delta Investment Management
California
$1.08M 59,571 -1,840 -3%
FCFC
45
First Citizens Financial Corp
Iowa
$1.03M 56,575 +7,066 +14%
AWM
46
Activest Wealth Management
Florida
$999K 55,027 -66,726 -55%
ATC
47
Argent Trust Co
Tennessee
$928K 51,115 +3,309 +7%
SRC
48
Sage Rhino Capital
California
$852K 46,967 +2,371 +5%
FFP
49
FourThought Financial Partners
Florida
$771K 42,478 +592 +1%
RJT
50
Raymond James Trust
Florida
$720K 39,666