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Principal Spectrum Preferred Securities Active ETF
PREF

Overview Fund Activity

92 hedge funds and large institutions have $732M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
47
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$150M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.4M
3
BEI
3
Benjamin Edwards Inc
Missouri
$14M
4
LPL Financial
4
LPL Financial
California
$31.2M
5
UBS Group
5
UBS Group
Switzerland
$123M

Top Sellers

1
PCA
1
Pallas Capital Advisors
Massachusetts
$6.42M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.82M
4
PS
4
Principal Securities
Iowa
$4.12M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
101
IAG Wealth Partners
Wisconsin
– – -1,239 Closed
PCM
102
Penserra Capital Management
California
– – -435 Closed
SPIA
103
Steward Partners Investment Advisory
New York
– – -100 Closed
CFGS
104
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5