Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) Institutional Ownership $19.06 +0.02 (+0.11%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$13.21MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$345.71K Get PQDI Insider Trade Alerts Want to know when executives and insiders are buying or selling Principal Spectrum Tax-Advantaged Dividend Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PQDI Institutional Buying and Selling by Quarter Principal Spectrum Tax-Advantaged Dividend Active ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Citadel Advisors LLC18,003$342K0.0%-36.6%1.385% 2/14/2025 Jane Street Group LLC28,112$534K0.0%+26.7%2.162% 2/13/2025 Envestnet Asset Management Inc.514,273$9.77M0.0%+2.8%39.559% 1/30/2025 Principal Securities Inc.508,096$9.65M0.2%+3.2%39.084% 11/15/2024 Jane Street Group LLC22,191$428K0.0%N/A1.707% 10/28/2024 Principal Securities Inc.492,419$9.51M0.2%+62,074.1%37.878% 10/24/2024 Wealth Enhancement Advisory Services LLC128,270$2.48M0.0%+0.4%9.867% 10/5/2024 Harbor Investment Advisory LLC30,000$579K0.1%+20.0%2.308% 7/16/2024 Wealth Enhancement Advisory Services LLC127,746$2.40M0.0%-4.8%9.827% 4/25/2024 Capital Investment Advisory Services LLC24,168$451K0.0%-5.7%1.859% 4/16/2024 Wealth Enhancement Advisory Services LLC134,209$2.50M0.0%N/A10.324% 2/1/2024 Capital Investment Advisory Services LLC25,627$465K0.0%+34.7%2.228% 11/2/2023 Capital Investment Advisory Services LLC19,030$333K0.0%+11.0%1.655% 11/1/2023 Orion Portfolio Solutions LLC21,713$380K0.0%-50.0%1.888% 7/28/2023 Capital Investment Advisory Services LLC17,140$300K0.0%+25.8%1.490% 4/21/2023 Capital Investment Advisory Services LLC13,620$238K0.0%N/A1.184% 7/18/2022Brinker Capital Investments LLC30,440$564K0.0%+139.3%2.647% 2/8/2022Brinker Capital Investments LLC10,891$229K0.0%+7.6%0.947% 11/8/2021Brinker Capital Investments LLC10,126$218K0.0%N/A0.921% 11/5/2021 Advisor Group Holdings Inc.1,139$25K0.0%N/A0.104% 5/18/2021 Jane Street Group LLC18,656$397K0.0%-15.0%1.777% 2/17/2021 Jane Street Group LLC21,956$472K0.0%-41.6%2.091% (Data available from 1/1/2016 forward) PQDI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PQDI shares? During the previous two years, the following institutional investors and hedge funds held shares of Principal Spectrum Tax-Advantaged Dividend Active ETF shares: Envestnet Asset Management Inc. ($9.77M), Principal Securities Inc. ($9.65M), Wealth Enhancement Advisory Services LLC ($2.48M), Harbor Investment Advisory LLC ($579K), Jane Street Group LLC ($534K), Capital Investment Advisory Services LLC ($451K), and Orion Portfolio Solutions LLC ($380K).Learn more on PQDI's institutional investors. Which institutional investors have been buying Principal Spectrum Tax-Advantaged Dividend Active ETF stock? The following institutional investors have purchased Principal Spectrum Tax-Advantaged Dividend Active ETF stock in the last 24 months: Principal Securities Inc. ($507.30K), Wealth Enhancement Advisory Services LLC ($134.73K), Jane Street Group LLC ($28.11K), Capital Investment Advisory Services LLC ($25.63K), Envestnet Asset Management Inc. ($14.10K), and Harbor Investment Advisory LLC ($5K). How much institutional buying is happening at Principal Spectrum Tax-Advantaged Dividend Active ETF? Institutional investors have bought a total of 714,879 shares in the last 24 months. This purchase volume represents approximately $13.66M in transactions. Which Principal Spectrum Tax-Advantaged Dividend Active ETF major shareholders have been selling company stock? The following institutional investors have sold Principal Spectrum Tax-Advantaged Dividend Active ETF stock in the last 24 months: Orion Portfolio Solutions LLC ($21.71K), Citadel Advisors LLC ($10.39K), Wealth Enhancement Advisory Services LLC ($6.46K), and Capital Investment Advisory Services LLC ($1.46K). How much institutional selling is happening at Principal Spectrum Tax-Advantaged Dividend Active ETF? Institutional investors have sold a total of 40,027 shares in the last 24 months. This volume of shares sold represents approximately $725.78K in transactions. 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