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Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

66 hedge funds and large institutions have $360M invested in Principal Spectrum Preferred Securities Active ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
30
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$89.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.7M
4
Wells Fargo
4
Wells Fargo
California
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$74.1M
2
P
2
Pitcairn
Pennsylvania
$1.19M
3
Cerity Partners
3
Cerity Partners
New York
$4.61M
4
Jane Street
4
Jane Street
New York
$236K
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
– – -13 Closed
CFGS
77
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4