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Principal Spectrum Preferred Securities Active ETF

71 hedge funds and large institutions have $241M invested in Principal Spectrum Preferred Securities Active ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
28
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42M 2,210,536 -330,921 -13%
Morgan Stanley
2
Morgan Stanley
New York
$41M 2,157,469 -154,270 -7%
Wells Fargo
3
Wells Fargo
California
$21.3M 1,121,191 +14,751 +1%
UBS Group
4
UBS Group
Switzerland
$11.2M 589,476 -361,649 -38%
CCM
5
Covington Capital Management
California
$11M 577,672 +59,786 +12%
Citadel Advisors
6
Citadel Advisors
Florida
$9.31M 490,269 +472,825 +2,711%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.26M 487,808 +355,158 +268%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.92M 469,765 +71,246 +18%
Truist Financial
9
Truist Financial
North Carolina
$7.17M 377,702 +166,925 +79%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.42M 338,286 +19,720 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.14M 323,367 -9,207 -3%
LPL Financial
12
LPL Financial
California
$6.06M 319,152 -63 -0%
NA
13
Nottingham Advisors
New York
$4.69M 247,601 +38,651 +18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.53M 238,737 -72,997 -23%
RJA
15
Raymond James & Associates
Florida
$3.26M 171,727 -95,152 -36%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.06M 161,218 +9,859 +7%
IWA
17
IBEX Wealth Advisors
New Jersey
$2.96M 155,883 -1,396 -0.9%
MIAN
18
Mariner Independent Advisor Network
Kansas
$2.69M 141,491 +9,131 +7%
NA
19
NewEdge Advisors
Louisiana
$2.64M 139,081 +36,987 +36%
PA
20
PSI Advisors
Florida
$2.62M 137,936 +9,306 +7%
CB
21
Community Bank
New York
$2.51M 131,990 +1,600 +1%
WJA
22
Willis Johnson & Associates
Texas
$2.11M 111,327 +48,465 +77%
DP
23
Dearborn Partners
Illinois
$1.84M 96,671 +24,299 +34%
USAA
24
United Services Automobile Association
Texas
$1.76M 92,917 -4,820 -5%
MIA
25
MainStreet Investment Advisors
Illinois
$1.76M 92,652 -5,085 -5%