PREF icon

Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

104 hedge funds and large institutions have $816M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
50
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFC Advisors
California
$44M
2
Raymond James Financial
2
Raymond James Financial
Florida
$32.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$54.6M
4
Bank of America
4
Bank of America
North Carolina
$166M
5
Morgan Stanley
5
Morgan Stanley
New York
$113M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$56.8M
2
PCA
2
Pallas Capital Advisors
Massachusetts
$1.15M
3
Truist Financial
3
Truist Financial
North Carolina
$956K
4
SRC
4
Sage Rhino Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$359K 19,276 -1,071 -5%
CBA
77
Coastal Bridge Advisors
Connecticut
$358K 19,214 +19,214 New
JCM
78
Jacobi Capital Management
Pennsylvania
$326K 17,511 -2,748 -14%
BPAMU
79
BTG Pactual Asset Management US
New York
$313K 16,762 – –
WC
80
Whitney & Co
New York
$307K 16,500 +2,500 +18%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$284K 15,271 -25,632 -63%
EFG
82
Ehrlich Financial Group
California
$278K 14,940 +1,296 +9%
SPF
83
South Plains Financial
Texas
$215K 11,578 +11,578 New
GW
84
Griffith & Werner
Georgia
$204K 10,940 +10,940 New
BAM
85
Belpointe Asset Management
Nevada
$203K 10,969 +191 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$192K 10,329 +160 +2%
WP
87
WealthShield Partners
North Carolina
$191K 10,283 +21 +0.2%
FCP
88
Fidelis Capital Partners
Florida
$189K 10,111 +111 +1%
BOJHT
89
Bank of Jackson Hole Trust
Wyoming
$188K 10,100 +10,100 New
PWA
90
Provenance Wealth Advisors
Florida
$182K 9,797 – –
IA
91
IFP Advisors
Florida
$176K 9,483 +7,894 +497%
SFG
92
Stonebridge Financial Group
Pennsylvania
$154K 8,276 +8,276 New
CFS
93
Compass Financial Services
Iowa
$118K 6,348 +6,348 New
HIA
94
Harbor Investment Advisory
Maryland
$93.1K 5,000 – –
PTC
95
Private Trust Company
Ohio
$78.4K 4,212 -3,296 -44%
PB
96
Pinnacle Bancorp
Nebraska
$76.7K 4,120 – –
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$49.6K 2,666 – –
HNB
98
Huntington National Bank
Ohio
– – – –
US Bancorp
99
US Bancorp
Minnesota
$29.8K 1,600 – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$18.6K 1,000 – –
1 2 3
4
5