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Principal Spectrum Preferred Securities Active ETF

92 hedge funds and large institutions have $709M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
47
Reduced
24
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
$133M 7,307,370 +331,274 +5%
UBS Group
2
UBS Group
Switzerland
$115M 6,311,273 -14,741 -0.2%
Wells Fargo
3
Wells Fargo
California
$91.3M 5,009,620 +333,434 +7%
Morgan Stanley
4
Morgan Stanley
New York
$84M 4,612,688 +351,354 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.7M 1,792,608 +374,895 +26%
PCA
6
Pallas Capital Advisors
Massachusetts
$26.5M 1,442,989 +71,958 +5%
LPL Financial
7
LPL Financial
California
$25.9M 1,421,710 +440,751 +45%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$23.5M 1,292,252 +109,322 +9%
RJA
9
Raymond James & Associates
Florida
$17.9M 980,301 +67,837 +7%
CWG
10
Cornerstone Wealth Group
North Carolina
$12.8M 702,701 +7,799 +1%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$11.6M 635,807 +2,457 +0.4%
TWP
12
Tyche Wealth Partners
Texas
$10.7M 587,863 +46,641 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.35M 513,403 +12,334 +2%
PS
14
Principal Securities
Iowa
$8.11M 445,103 +69,176 +18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.2M 395,142 +106,788 +37%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$6.07M 333,110 +35,363 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.79M 318,006 -9,398 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.78M 317,260 -1,722 -0.5%
BFG
19
Berger Financial Group
Minnesota
$5.64M 309,753 +36,609 +13%
FZCM
20
Flynn Zito Capital Management
New York
$5.34M 293,119 +186,667 +175%
RL
21
Rogco LP
Oklahoma
$5.33M 292,541 +1,627 +0.6%
Mariner
22
Mariner
Kansas
$4.13M 226,648 +12,900 +6%
PA
23
PSI Advisors
Florida
$3.75M 205,588 +35,182 +21%
Truist Financial
24
Truist Financial
North Carolina
$3.22M 176,723 -121,118 -41%
IP
25
Investment Partners
Ohio
$2.53M 138,977 +7,713 +6%