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Principal Spectrum Preferred Securities Active ETF
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Overview Fund Activity

92 hedge funds and large institutions have $709M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
47
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$84M
4
Wells Fargo
4
Wells Fargo
California
$91.3M
5
Bank of America
5
Bank of America
North Carolina
$133M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$3.22M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.26M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.26M
4
MIA
4
MainStreet Investment Advisors
Illinois
$1.92M
5
MCWA
5
Meadow Creek Wealth Advisors
Georgia
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
51
Sage Rhino Capital
California
$850K 46,675 -292 -0.6%
FFP
52
FourThought Financial Partners
Florida
$773K 42,399 -79 -0.2%
GRP
53
Global Retirement Partners
California
$763K 41,887 +5,885 +16%
LWM
54
Laidlaw Wealth Management
New York
$679K 37,252 +788 +2%
SAM
55
Smartleaf Asset Management
Massachusetts
$651K 35,496 +13,471 +61%
PFP
56
Pinnacle Financial Partners
Tennessee
$637K 34,935 – –
Bank of New York Mellon
57
Bank of New York Mellon
New York
$634K 34,795 +9,352 +37%
P
58
Pitcairn
Pennsylvania
$590K 32,386 – –
KAS
59
Kestra Advisory Services
Texas
$573K 31,441 -2,086 -6%
Osaic Holdings
60
Osaic Holdings
Arizona
$564K 30,972 +7,860 +34%
SA
61
Sanctuary Advisors
Indiana
$536K 29,949 +29,949 New
MFC
62
Mechanics Financial Corp
Ohio
$501K 27,508 +1,920 +8%
CIAS
63
Capital Investment Advisory Services
North Carolina
$487K 26,710 +4,352 +19%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$393K 21,593 -1,510 -7%
JCM
65
Jacobi Capital Management
Pennsylvania
$377K 20,666 +225 +1%
XF
66
XML Financial
Maryland
$366K 20,110 +237 +1%
FFA
67
Farther Finance Advisors
California
$344K 18,915 +3,087 +20%
GA
68
Greytown Advisors
Florida
$305K 16,762 +1,740 +12%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$258K 14,177 +14,177 New
WC
70
Whitney & Co
New York
$255K 14,000 -300 -2%
LA
71
LexAurum Advisors
Kansas
$219K 12,030 +12,030 New
RIA
72
Realta Investment Advisors
Delaware
$212K 11,633 -3,110 -21%
BAM
73
Belpointe Asset Management
Nevada
$202K 11,071 -16,025 -59%
P
74
&Partners
Tennessee
$195K 10,700 +10,700 New
NA
75
Nottingham Advisors
New York
$189K 10,370 -400 -4%
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3
4