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Principal Spectrum Preferred Securities Active ETF

64 hedge funds and large institutions have $241M invested in Principal Spectrum Preferred Securities Active ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
35
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.5M 2,049,796 +242,218 +13%
Morgan Stanley
2
Morgan Stanley
New York
$31.1M 1,500,581 +279,682 +23%
Wells Fargo
3
Wells Fargo
California
$22.6M 1,088,768 +423,603 +64%
CWG
4
Cornerstone Wealth Group
North Carolina
$22.1M 1,066,869 -36,398 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.2M 542,566 +59,234 +12%
UBS Group
6
UBS Group
Switzerland
$7.76M 374,473 +34,088 +10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.71M 372,216 +138,303 +59%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.36M 355,245 +22,957 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.33M 306,340 +9,340 +3%
Truist Financial
10
Truist Financial
North Carolina
$6.29M 303,236 +13,876 +5%
LPL Financial
11
LPL Financial
California
$5.96M 287,660 -8,290 -3%
CCM
12
Covington Capital Management
California
$5.51M 265,699 +24,495 +10%
NA
13
Nottingham Advisors
New York
$5.33M 257,366 -8,009 -3%
CFA
14
Carroll Financial Associates
North Carolina
$4.61M 222,319 +30,295 +16%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.49M 216,536 +53,924 +33%
RJA
16
Raymond James & Associates
Florida
$4.26M 205,311 +17,102 +9%
IWA
17
IBEX Wealth Advisors
New Jersey
$4M 192,770 -3,133 -2%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.17M 153,029 +24,901 +19%
MIA
19
MainStreet Investment Advisors
Illinois
$2.9M 139,771 +56,202 +67%
USAA
20
United Services Automobile Association
Texas
$2.76M 133,106 +51,830 +64%
CB
21
Community Bank
New York
$2.71M 130,780 +10,000 +8%
PA
22
PSI Advisors
Florida
$2.53M 122,141 +12,558 +11%
FIM
23
Freedom Investment Management
Connecticut
$2.32M 111,729 -2,748 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.98M 95,704 +1,894 +2%
NA
25
NewEdge Advisors
Louisiana
$1.84M 88,954 -1,330 -1%