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Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

64 hedge funds and large institutions have $421M invested in Principal Spectrum Preferred Securities Active ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$53M
3
UBS Group
3
UBS Group
Switzerland
$96.2M
4
Bank of America
4
Bank of America
North Carolina
$80.7M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.63M

Top Sellers

1
GA
1
Goldstein Advisors
Wisconsin
$0
2
AWM
2
Activest Wealth Management
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$278K 16,372 +645 +4%
GA
52
Greytown Advisors
Florida
$241K 14,218 +14,218 New
WC
53
Whitney & Co
New York
$222K 13,100 -1,500 -10%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$161K 9,489 – –
FFA
55
Farther Finance Advisors
California
$58.5K 3,451 +3,451 New
PTC
56
Private Trust Company
Ohio
$55.9K 3,296 – –
M
57
MOTCO
Texas
$40.9K 2,414 +1,282 +113%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$33.3K 1,966 – –
CFGS
59
Concourse Financial Group Securities
Alabama
$22.8K 1,343 +1,343 New
IWP
60
IAG Wealth Partners
Wisconsin
$21K 1,239 – –
VCM
61
Versant Capital Management
Arizona
$12.7K 750 +750 New
SPIA
62
Steward Partners Investment Advisory
New York
$2.97K 175 -275 -61%
VAG
63
VisionPoint Advisory Group
Texas
$593 35 +35 New
FGAM
64
Financial Gravity Asset Management
Texas
$353 17 +17 New
GA
65
Goldstein Advisors
Wisconsin
– – -423,809 Closed
AWM
66
Activest Wealth Management
Florida
– – -116,826 Closed
FIA
67
Foundations Investment Advisors
Arizona
– – -114,488 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
– – -86,674 Closed
OMC
69
Old Mission Capital
Illinois
– – -81,407 Closed
FTUS
70
Flow Traders U.S.
New York
– – -16,889 Closed
Jane Street
71
Jane Street
New York
– – -13,899 Closed
DC
72
Davenport & Co
Virginia
– – -12,624 Closed
RJT
73
Raymond James Trust
Florida
– – -11,580 Closed
First Manhattan
74
First Manhattan
New York
– – -6,000 Closed
BAM
75
Belpointe Asset Management
Nevada
– – -773 Closed
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