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Principal Spectrum Preferred Securities Active ETF

64 hedge funds and large institutions have $241M invested in Principal Spectrum Preferred Securities Active ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $208M → $241M (+$33.7M)

14% more funds holding

Funds holding: 5664 (+8)

0.37% less ownership

Funds ownership: 66.75%66.38% (-0.37%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
35
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change

PREF Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Principal Spectrum Preferred Securities Active ETF (PREF) for Q2 2021, worth a combined $241M — up 16% from $208M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PREF positions and 4 closed out — a net gain of 8 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.71M. The largest seller was Advisory Resource Group, cutting an estimated $3.24M.

  • 64 institutional investors held Principal Spectrum Preferred Securities Active ETF (PREF) as of Q2 2021, up from 56 in Q1 2021.
  • Funds reported $241M of Principal Spectrum Preferred Securities Active ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 12 funds opened new Principal Spectrum Preferred Securities Active ETF positions in Q2 2021 and 4 closed out, a net change of +8 holders.
  • The largest Principal Spectrum Preferred Securities Active ETF buyer in Q2 2021 was Wells Fargo, an estimated $8.71M added.
  • The largest Principal Spectrum Preferred Securities Active ETF seller in Q2 2021 was Advisory Resource Group, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2021.