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Principal Spectrum Preferred Securities Active ETF

83 hedge funds and large institutions have $662M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
5
Increased
41
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$127M 6,976,096 +1,042,126 +18%
UBS Group
2
UBS Group
Switzerland
$115M 6,326,014 -530,941 -8%
Wells Fargo
3
Wells Fargo
California
$84.9M 4,676,186 +212,988 +5%
Morgan Stanley
4
Morgan Stanley
New York
$77.3M 4,261,334 -2,958,636 -41%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.7M 1,417,713 +2,870 +0.2%
PCA
6
Pallas Capital Advisors
Massachusetts
$24.9M 1,371,031 +150,350 +12%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.5M 1,182,930 +275,035 +30%
LPL Financial
8
LPL Financial
California
$17.8M 980,959 +141,110 +17%
RJA
9
Raymond James & Associates
Florida
$16.6M 912,464 +131,845 +17%
CWG
10
Cornerstone Wealth Group
North Carolina
$12.6M 694,902 +23,083 +3%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$11.5M 633,350 +54,269 +9%
TWP
12
Tyche Wealth Partners
Texas
$9.82M 541,222 -6,834 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.09M 501,069 +47,975 +11%
PS
14
Principal Securities
Iowa
$6.82M 375,927 +59,726 +19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.94M 327,404 +7,181 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$5.79M 318,982 -44,252 -12%
Truist Financial
17
Truist Financial
North Carolina
$5.41M 297,841 +157,019 +112%
CAAM
18
Cornerstone Advisors Asset Management
Pennsylvania
$5.4M 297,747 +38,764 +15%
RL
19
Rogco LP
Oklahoma
$5.28M 290,914 +5,019 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.23M 288,354 -91,310 -24%
BFG
21
Berger Financial Group
Minnesota
$4.96M 273,144 -1,114,214 -80%
Mariner
22
Mariner
Kansas
$3.88M 213,748 +21,102 +11%
MIA
23
MainStreet Investment Advisors
Illinois
$3.15M 173,507
PA
24
PSI Advisors
Florida
$3.09M 170,406 +21,779 +15%
OPS
25
Orion Portfolio Solutions
Nebraska
$3.08M 169,582 -59,660 -26%