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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 %
Fidelity Investments
76
Fidelity Investments
Massachusetts
– – -1 Closed
1 2 3
4