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Principal Spectrum Preferred Securities Active ETF

83 hedge funds and large institutions have $662M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
5
Increased
41
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$136K 7,508
HNB
77
Huntington National Bank
Ohio
PB
78
Pinnacle Bancorp
Nebraska
$51.1K 2,815 +2,815 New
PO
79
Private Ocean
California
$44.9K 2,475 +2,475 New
IWP
80
IAG Wealth Partners
Wisconsin
$22.5K 1,239
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$19.3K 1,065
PCM
82
Penserra Capital Management
California
$7K 427 +427 New
SPIA
83
Steward Partners Investment Advisory
New York
$1.82K 100 -20,652 -100%
FGAM
84
Financial Gravity Asset Management
Texas
$378 21 +21 New
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-72,797 Closed
TVM
86
True Vision MN
Minnesota
-27,377 Closed
ARC
87
Advisor Resource Council
Texas
-26,228 Closed
SA
88
Sunesis Advisors
Kansas
-21,043 Closed
FFB
89
First Financial Bankshares
Texas
-16,060 Closed
SC
90
SouthState Corp
Florida
-4,259 Closed
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-2,460 Closed
M
92
MOTCO
Texas
-1,458 Closed
CFB
93
Cullen/Frost Bankers
Texas
-732 Closed
Fidelity Investments
94
Fidelity Investments
Massachusetts
-1 Closed
CFGS
95
Concourse Financial Group Securities
Alabama