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Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) Institutional Ownership

$19.06
-0.03 (-0.16%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$12.25M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$148.37K
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PQDI Institutional Buying and Selling by Quarter

Principal Spectrum Tax-Advantaged Dividend Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/1/2023Orion 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%
11/5/2021Advisor Group Holdings Inc.1,139$25K0.0%N/A0.104%
5/18/2021Jane Street Group LLC18,656$397K0.0%-15.0%1.777%
2/17/2021Jane Street Group LLC21,956$472K0.0%-41.6%2.091%
11/17/2020Jane Street Group LLC37,628$781K0.0%N/A3.584%
(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: Principal Securities Inc. ($9.51M), Wealth Enhancement Advisory Services LLC ($2.48M), Harbor Investment Advisory LLC ($579K), and Capital Investment Advisory Services LLC ($451K), 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. ($491.63K), Wealth Enhancement Advisory Services LLC ($134.73K), Capital Investment Advisory Services LLC ($25.63K), 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 656,987 shares in the last 24 months. This purchase volume represents approximately $12.55M 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), 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 29,635 shares in the last 24 months. This volume of shares sold represents approximately $528.43K in transactions.



This page (NYSEARCA:PQDI) was last updated on 11/2/2024 by MarketBeat.com Staff
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