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Principal Spectrum Preferred Securities Active ETF

71 hedge funds and large institutions have $241M invested in Principal Spectrum Preferred Securities Active ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
28
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$270K 14,214 -313 -2%
First Manhattan
52
First Manhattan
New York
$227K 12,000
RJT
53
Raymond James Trust
Florida
$208K 10,979 +10,979 New
BAM
54
Belpointe Asset Management
Nevada
$202K 10,650 -1,448 -12%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$179K 9,426
AWM
56
Avior Wealth Management
Nebraska
$138K 7,277 +7,277 New
PB
57
Pinnacle Bancorp
Nebraska
$138K 7,277 +7,277 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$115K 6,079 -22 -0.4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$92K 4,854
Osaic Holdings
60
Osaic Holdings
Arizona
$67K 319,852 +2,663 +0.8%
SPIA
61
Steward Partners Investment Advisory
New York
$47K 2,458
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$47K 2,488 +1,738 +232%
CA
63
Clearstead Advisors
Ohio
$46K 2,429
PFS
64
Prospera Financial Services
Texas
$28K 1,450 +1,450 New
IWP
65
IAG Wealth Partners
Wisconsin
$24K 1,239
US Bancorp
66
US Bancorp
Minnesota
$17K 915 +915 New
GRP
67
Global Retirement Partners
California
$15K 876 +876 New
GWM
68
Geneos Wealth Management
Colorado
$5K 276 +276 New
IA
69
IFP Advisors
Florida
$1K 15 -1,374 -99%
FGAM
70
Financial Gravity Asset Management
Texas
$599 38 -242 -86%
CWG
71
Cornerstone Wealth Group
North Carolina
-1,021,885 Closed
ARC
72
Advisor Resource Council
Texas
-14,128 Closed
WB
73
West Bancorporation
Iowa
-13,588 Closed
CWA
74
Core Wealth Advisors
Florida
-8,926 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
-1,015 Closed