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Principal Spectrum Preferred Securities Active ETF

69 hedge funds and large institutions have $232M invested in Principal Spectrum Preferred Securities Active ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ARC
51
Advisor Resource Council
Texas
$233K 13,488 +13,488 New
Principal Financial Group
52
Principal Financial Group
Iowa
$210K 12,193 +12,193 New
First Manhattan
53
First Manhattan
New York
$207K 12,000
WC
54
Whitney & Co
New York
$200K 11,600 -2,840 -20%
GWM
55
Greenwich Wealth Management
Connecticut
$193K 11,163 +11,163 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$163K 9,426
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$105K 6,099 +20 +0.3%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$84K 4,854
PTC
59
Private Trust Company
Ohio
$57K 3,296 +3,296 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$56K 3,216 +728 +29%
IWP
61
IAG Wealth Partners
Wisconsin
$21K 1,239
SWM
62
SeaCrest Wealth Management
New York
$18K 1,035 +1,035 New
GRP
63
Global Retirement Partners
California
$15K 879 +3 +0.3%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$13K 740 +740 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$12K 715 +715 New
CA
66
CoreCap Advisors
Michigan
$9K 525 +525 New
IA
67
IFP Advisors
Florida
$1K 15
FHA
68
First Horizon Advisors
Tennessee
$1K 63 +63 New
FGAM
69
Financial Gravity Asset Management
Texas
$480 34 -4 -11%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
-70,733 Closed
OMC
71
Old Mission Capital
Illinois
-42,384 Closed
RJT
72
Raymond James Trust
Florida
-10,979 Closed
BAM
73
Belpointe Asset Management
Nevada
-10,650 Closed
PB
74
Pinnacle Bancorp
Nebraska
-7,277 Closed
AWM
75
Avior Wealth Management
Nebraska
-7,277 Closed