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Principal Spectrum Preferred Securities Active ETF
PREF

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 %
WP
76
WealthShield Partners
North Carolina
$187K 10,246 +15 +0.1%
Goldman Sachs
77
Goldman Sachs
New York
$185K 10,137 +10,137 New
FCP
78
Fidelis Capital Partners
Florida
$183K 10,000 – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$178K 9,772 +91 +0.9%
CB
80
Community Bank
New York
$146K 8,000 – –
PTC
81
Private Trust Company
Ohio
$137K 7,508 – –
HIA
82
Harbor Investment Advisory
Maryland
$91.1K 5,000 +5,000 New
TWP
83
Triad Wealth Partners
Kansas
$87.1K 4,778 +4,778 New
PB
84
Pinnacle Bancorp
Nebraska
$51.3K 2,815 – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$49.9K 2,736 +2,736 New
HNB
86
Huntington National Bank
Ohio
– – – –
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$27.4K 1,500 +1,500 New
IWP
88
IAG Wealth Partners
Wisconsin
$22.6K 1,239 – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$18.2K 1,000 +1,000 New
PCM
90
Penserra Capital Management
California
$8K 435 +8 +2%
SPIA
91
Steward Partners Investment Advisory
New York
$1.82K 100 – –
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$200 11 +11 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$18 1 +1 New
CIA
94
Concurrent Investment Advisors
Florida
– – -12,330 Closed
PO
95
Private Ocean
California
– – -2,475 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
– – -1,065 Closed
FGAM
97
Financial Gravity Asset Management
Texas
– – -21 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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