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Principal Spectrum Preferred Securities Active ETF

72 hedge funds and large institutions have $474M invested in Principal Spectrum Preferred Securities Active ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
24
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$475K 28,191 +28,191 New
FTUS
52
Flow Traders U.S.
New York
$472K 28,024 +28,024 New
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$441K 26,168 +26,168 New
MFC
54
Mechanics Financial Corp
Ohio
$392K 23,240 +300 +1%
KAS
55
Kestra Advisory Services
Texas
$360K 21,351 +4,128 +24%
SA
56
Sunesis Advisors
Kansas
$355K 21,043 +21,043 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$339K 20,083 +126 +0.6%
XF
58
XML Financial
Maryland
$327K 19,396 +232 +1%
JCM
59
Jacobi Capital Management
Pennsylvania
$327K 19,383 -5,183 -21%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$289K 17,144 -4,205 -20%
GA
61
Greytown Advisors
Florida
$240K 14,218
WC
62
Whitney & Co
New York
$221K 13,100
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$200K 11,839 +11,839 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$160K 9,489
PTC
65
Private Trust Company
Ohio
$55.6K 3,296
M
66
MOTCO
Texas
$24.6K 1,458 -956 -40%
IWP
67
IAG Wealth Partners
Wisconsin
$20.9K 1,239
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$18K 1,065 -901 -46%
FFA
69
Farther Finance Advisors
California
$7.71K 457 -2,994 -87%
SPIA
70
Steward Partners Investment Advisory
New York
$1.69K 100 -75 -43%
CFB
71
Cullen/Frost Bankers
Texas
$1.61K 95 +95 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$17 1 +1 New
ARG
73
Advisory Resource Group
Oklahoma
-79,709 Closed
PIWA
74
Prevail Innovative Wealth Advisors
Kansas
-59,365 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
-1,343 Closed