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Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

104 hedge funds and large institutions have $816M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
50
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFC Advisors
California
$44M
2
Raymond James Financial
2
Raymond James Financial
Florida
$32.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$54.6M
4
Bank of America
4
Bank of America
North Carolina
$166M
5
Morgan Stanley
5
Morgan Stanley
New York
$113M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.8M
2
PCA
2
Pallas Capital Advisors
Massachusetts
$1.15M
3
Truist Financial
3
Truist Financial
North Carolina
$956K
4
SRC
4
Sage Rhino Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$2.62M 140,891 +27,508 +24%
NA
27
NewEdge Advisors
Louisiana
$2.59M 139,079 +47,674 +52%
IP
28
Investment Partners
Ohio
$2.55M 137,131 – –
LB
29
Legacy Bridge
Iowa
$2.47M 132,780 +350 +0.3%
JWCA
30
J.W. Cole Advisors
Florida
$2.37M 127,405 +5,635 +5%
WJA
31
Willis Johnson & Associates
Texas
$2.16M 115,994 -8,035 -6%
Cerity Partners
32
Cerity Partners
New York
$2.03M 108,922 +4,705 +5%
DP
33
Dearborn Partners
Illinois
$2.01M 108,156 +251 +0.2%
MCWA
34
Meadow Creek Wealth Advisors
Georgia
$1.97M 105,918 +23,456 +28%
IWA
35
IBEX Wealth Advisors
New Jersey
$1.86M 100,136 +100,136 New
Stifel Financial
36
Stifel Financial
Missouri
$1.82M 97,855 -7,460 -7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.78M 95,423 +1,444 +2%
P
38
&Partners
Tennessee
$1.74M 93,148 +46,276 +99%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.65M 88,500 +88,500 New
FA
40
Fiduciary Alliance
South Carolina
$1.6M 85,843 +10,541 +14%
GJWM
41
Gilliland Jeter Wealth Management
Arkansas
$1.47M 79,132 -1,960 -2%
DIM
42
Delta Investment Management
California
$1.47M 78,860 +2,559 +3%
Comerica Bank
43
Comerica Bank
Texas
$1.4M 75,362 +19,909 +36%
FA
44
Flagstar Advisors
New York
$1.33M 71,655 +3,101 +5%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.27M 68,299 +6,944 +11%
OPS
46
Orion Portfolio Solutions
Nebraska
$1.27M 68,299 +6,944 +11%
GWM
47
GSB Wealth Management
Connecticut
$1.22M 65,795 +65,795 New
Osaic Holdings
48
Osaic Holdings
Arizona
$1.16M 62,590 +3,447 +6%
PCA
49
Pallas Capital Advisors
Massachusetts
$1.15M 61,735 -281,261 -82%
SA
50
Sanctuary Advisors
Indiana
$1.15M 61,100 -1,901 -3%
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