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Principal Spectrum Preferred Securities Active ETF
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Overview Fund Activity

92 hedge funds and large institutions have $709M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
47
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$84M
4
Wells Fargo
4
Wells Fargo
California
$91.3M
5
Bank of America
5
Bank of America
North Carolina
$133M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.22M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.26M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.26M
4
MIA
4
MainStreet Investment Advisors
Illinois
$1.92M
5
MCWA
5
Meadow Creek Wealth Advisors
Georgia
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.52M 138,341 +19,716 +17%
WJA
27
Willis Johnson & Associates
Texas
$2.38M 130,524 -16,149 -11%
Jane Street
28
Jane Street
New York
$2.19M 120,386 +120,386 New
JWCA
29
J.W. Cole Advisors
Florida
$2.04M 112,144 +6,086 +6%
Cerity Partners
30
Cerity Partners
New York
$1.95M 106,991 -22,395 -17%
DP
31
Dearborn Partners
Illinois
$1.93M 105,996 -9,728 -8%
MIA
32
MainStreet Investment Advisors
Illinois
$1.92M 105,410 -68,097 -39%
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$1.88M 103,375 +338 +0.3%
Principal Financial Group
34
Principal Financial Group
Iowa
$1.79M 98,243 +14,804 +18%
NA
35
NewEdge Advisors
Louisiana
$1.73M 95,013 +3,773 +4%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.66M 90,834 +1,043 +1%
BEI
37
Benjamin Edwards Inc
Missouri
$1.53M 83,862 -1,024 -1%
MCWA
38
Meadow Creek Wealth Advisors
Georgia
$1.5M 82,462 -56,760 -41%
GJWM
39
Gilliland Jeter Wealth Management
Arkansas
$1.47M 80,877 -1,535 -2%
PAG
40
Private Advisor Group
New Jersey
$1.35M 74,300 -6,999 -9%
Comerica Bank
41
Comerica Bank
Texas
$1.3M 71,571 +4,608 +7%
OPS
42
Orion Portfolio Solutions
Nebraska
$1.26M 69,070 -100,512 -59%
BCI
43
Brinker Capital Investments
Pennsylvania
$1.26M 69,070 -100,512 -59%
UB
44
UMB Bank
Missouri
$1.13M 62,129 -1,815 -3%
DIM
45
Delta Investment Management
California
$1.11M 60,837 +1,266 +2%
RJT
46
Raymond James Trust
Florida
$1.09M 59,666 +20,000 +50%
AWM
47
Activest Wealth Management
Florida
$1M 55,054 +27 +0%
FA
48
Flagstar Advisors
New York
$955K 52,397 +22,956 +78%
ATC
49
Argent Trust Co
Tennessee
$949K 52,102 +987 +2%
FCFC
50
First Citizens Financial Corp
Iowa
$940K 51,570 -5,005 -9%
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