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Principal Spectrum Preferred Securities Active ETF

72 hedge funds and large institutions have $297M invested in Principal Spectrum Preferred Securities Active ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
27
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$295K 14,527 +138 +1%
ARC
52
Advisor Resource Council
Texas
$287K 14,128 +14,128 New
FIA
53
Foundations Investment Advisors
Arizona
$278K 13,819 +3,961 +40%
WB
54
West Bancorporation
Iowa
$276K 13,588 +13,588 New
BAM
55
Belpointe Asset Management
Nevada
$245K 12,098
First Manhattan
56
First Manhattan
New York
$243K 12,000
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$191K 9,426 +9,426 New
CWA
58
Core Wealth Advisors
Florida
$181K 8,926 +3,328 +59%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$123K 6,101 +55 +0.9%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$99K 4,854 +4,854 New
SPIA
61
Steward Partners Investment Advisory
New York
$50K 2,458 -17,368 -88%
CA
62
Clearstead Advisors
Ohio
$49K 2,429 +2,429 New
UB
63
UMB Bank
Missouri
$32K 1,556 +1,556 New
IA
64
IFP Advisors
Florida
$28K 1,389 -25,953 -95%
IWP
65
IAG Wealth Partners
Wisconsin
$25K 1,239 +1,239 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$21K 1,015 +1,015 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15K 750
AAP
68
Arax Advisory Partners
Colorado
$11K 563 +563 New
RWA
69
RGT Wealth Advisors
Texas
$10K 499 +499 New
FGAM
70
Financial Gravity Asset Management
Texas
$6.43K 280 -55 -16%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$2K 75 +75 New
FHA
72
First Horizon Advisors
Tennessee
$1K 63
Mariner
73
Mariner
Kansas
-11,088 Closed
FHC
74
First Heartland Consultants
Missouri
-9,675 Closed
HI
75
Harbour Investments
Wisconsin
-3,080 Closed