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Principal Spectrum Preferred Securities Active ETF (PREF) Institutional Ownership

Principal Spectrum Preferred Securities Active ETF logo
$18.69 +0.03 (+0.16%)
(As of 11/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$145.17M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$42.09M
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PREF Institutional Buying and Selling by Quarter

Principal Spectrum Preferred Securities Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2024 Cerity Partners LLC104,217$1.96M0.0%-2.6%0.216%
11/12/2024 Flagstar Advisors Inc.68,554$1.29M0.3%+30.8%0.142%
11/8/2024 Legacy Bridge LLC132,430$2.49M1.3%N/A0.275%
11/6/2024 Dearborn Partners LLC107,905$2.03M0.1%+1.8%0.224%
11/6/2024 Pinnacle Financial Partners Inc36,406$685K0.0%+4.2%0.076%
10/31/2024 Principal Financial Group Inc.111,581$2.10M0.0%+13.6%0.231%
10/29/2024 Farther Finance Advisors LLC27,924$525K0.0%+47.6%0.058%
10/28/2024 Principal Securities Inc.219,259$4.12M0.1%-50.7%0.455%
10/28/2024 US Bancorp DE1,600$30K0.0%N/A0.003%
10/25/2024 Tyche Wealth Partners LLC603,898$11.36M2.6%+2.7%1.253%
10/25/2024 Pallas Capital Advisors LLC342,996$6.42M0.3%-76.2%0.712%
10/24/2024 J.W. Cole Advisors Inc.121,770$2.29M0.1%+8.6%0.253%
10/24/2024 Wealth Enhancement Advisory Services LLC1,143,058$21.50M0.0%-11.5%2.371%
10/23/2024 Rogco LP351,483$6.61M2.6%+20.1%0.729%
10/23/2024 PSI Advisors LLC214,725$4.04M1.2%+4.4%0.445%
10/22/2024 Private Advisor Group LLC102,214$1.92M0.0%+37.6%0.212%
10/18/2024Raymond James & Associates1,079,117$20.30M0.0%+10.1%2.239%
10/17/2024LexAurum Advisors LLC17,093$322K0.1%+42.1%0.035%
10/16/2024 Global Retirement Partners LLC43,133$811K0.0%+3.0%0.089%
10/11/2024 Fiduciary Alliance LLC75,302$1.42M0.2%N/A0.156%
10/9/2024 Pinnacle Bancorp Inc.4,120$77K0.0%+46.4%0.009%
10/7/2024 Alpha Financial Partners LLC13,644$257K0.2%N/A0.028%
10/2/2024 Massmutual Trust Co. FSB ADV113,383$2.13M0.1%+9.7%0.235%
9/5/2024Sanctuary Advisors LLC29,949$536K0.0%N/A0.062%
8/21/2024Truist Financial Corp176,723$3.22M0.0%-40.7%0.367%
8/16/2024NewEdge Advisors LLC95,013$1.73M0.0%+4.1%0.197%
8/15/2024Delta Investment Management LLC60,837$1.11M0.2%+2.1%0.126%
8/13/2024Benjamin Edwards Inc.83,862$1.53M0.3%-1.2%0.174%
8/13/2024Benjamin F. Edwards & Company Inc.635,807$11.58M0.2%+0.4%1.319%
8/12/2024Argent Trust Co52,102$949K0.0%+1.9%0.108%
8/8/2024 J.W. Cole Advisors Inc.112,144$2.04M0.1%+5.7%0.233%
8/8/2024 Envestnet Asset Management Inc.513,403$9.35M0.0%+2.5%1.065%
8/8/2024 Investment Partners LTD.138,977$2.53M1.1%+5.9%0.288%
8/6/2024 MainStreet Investment Advisors LLC105,410$1.92M0.2%-39.2%0.219%
8/6/2024 Flynn Zito Capital Management LLC293,119$5.34M2.7%+175.4%0.608%
8/5/2024 Private Advisor Group LLC74,300$1.35M0.0%-8.6%0.154%
8/1/2024 Laidlaw Wealth Management LLC37,252$679K0.4%+2.2%0.077%
8/1/2024 Willis Johnson & Associates Inc.130,524$2.38M0.2%-11.0%0.271%
8/1/2024 Mechanics Financial Corp27,508$501K0.3%+7.5%0.057%
7/31/2024 Farther Finance Advisors LLC18,915$344K0.0%+19.5%0.039%
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7/31/2024Commonwealth Equity Services LLC318,006$5.79M0.0%-2.9%0.660%
7/29/2024 Principal Financial Group Inc.98,243$1.79M0.0%+17.7%0.204%
7/29/2024 UMB Bank n.a.62,129$1.13M0.0%-2.8%0.129%
7/26/2024 Dearborn Partners LLC105,996$1.93M0.1%-8.4%0.220%
7/26/2024 Bank of New York Mellon Corp34,795$634K0.0%+36.8%0.072%
7/24/2024 Gilliland Jeter Wealth Management LLC80,877$1.47M0.5%-1.9%0.168%
7/24/2024 Cornerstone Wealth Group LLC702,701$12.80M1.1%+1.1%1.458%
7/23/2024 PSI Advisors LLC205,588$3.75M1.2%+20.6%0.427%
7/22/2024 Pallas Capital Advisors LLC1,442,989$26.52M1.1%+5.2%2.994%
7/19/2024Raymond James & Associates980,301$17.86M0.0%+7.4%2.034%
7/19/2024 Tyche Wealth Partners LLC587,863$10.71M2.6%+8.6%1.220%
7/18/2024 Triad Wealth Partners LLC4,778$87K0.0%N/A0.010%
7/17/2024 Meadow Creek Wealth Advisors LLC82,462$1.50M1.4%-40.8%0.171%
7/16/2024 Wealth Enhancement Advisory Services LLC1,292,252$23.55M0.1%+9.2%2.681%
5/31/2024 First Citizens Financial Corp56,575$1.03M0.6%+14.3%0.117%
5/17/2024Comerica Bank66,963$1.22M0.0%+109.0%0.139%
5/11/2024Jacobi Capital Management LLC20,441$371K0.0%+9.8%0.043%
5/9/2024Orion Portfolio Solutions LLC169,582$3.08M0.0%-26.0%0.359%
5/9/2024Delta Investment Management LLC59,571$1.08M0.2%-3.0%0.126%
5/9/2024 Dearborn Partners LLC115,724$2.10M0.1%+13.2%0.245%
5/9/2024 Rogco LP290,914$5.28M2.2%+1.8%0.616%
5/1/2024 Flynn Zito Capital Management LLC106,452$1.93M1.0%+11.7%0.226%
4/30/2024 Private Advisor Group LLC81,299$1.48M0.0%-8.4%0.172%
4/30/2024 J.W. Cole Advisors Inc.106,058$1.93M0.1%+38.9%0.225%
4/29/2024Commonwealth Equity Services LLC327,404$5.94M0.0%+2.2%0.694%
4/29/2024 Principal Financial Group Inc.83,439$1.65M0.0%+7.5%0.177%
4/29/2024Benjamin Edwards Inc.84,886$1.54M0.3%-2.2%0.180%
4/29/2024Benjamin F. Edwards & Company Inc.633,350$11.50M0.2%+9.4%1.342%
4/26/2024 UMB Bank n.a.63,944$1.16M0.0%-11.2%0.136%
4/26/2024 Sage Rhino Capital LLC46,967$852K0.2%+5.3%0.100%
4/25/2024 Capital Investment Advisory Services LLC22,358$406K0.0%+25.0%0.047%
4/24/2024 PSI Advisors LLC170,406$3.09M1.1%+14.7%0.362%
4/24/2024 Activest Wealth Management55,027$999K0.5%-54.8%0.117%
4/23/2024 Global Retirement Partners LLC36,002$653K0.0%+11.8%0.076%
4/23/2024 Tyche Wealth Partners LLC541,222$9.82M2.4%-1.2%1.149%
4/23/2024Raymond James Financial Services Advisors Inc.288,354$5.23M0.0%-24.1%0.612%
4/22/2024Raymond James & Associates912,464$16.56M0.0%+16.9%1.937%
4/19/2024 Willis Johnson & Associates Inc.146,673$2.66M0.2%-2.6%0.311%
4/17/2024 Cornerstone Wealth Group LLC694,902$12.61M1.2%+3.4%1.475%
4/17/2024Private Ocean LLC2,475$45K0.0%N/A0.005%
4/16/2024 Pinnacle Bancorp Inc.2,815$51K0.0%N/A0.006%
4/16/2024 Investment Partners LTD.131,264$2.38M1.1%+3.0%0.279%
4/16/2024 Wealth Enhancement Advisory Services LLC1,182,930$21.47M0.1%+30.3%2.512%
4/15/2024 Flagstar Advisors Inc.29,441$534K0.1%+36.2%0.063%
4/9/2024 Massmutual Trust Co. FSB ADV103,037$1.87M0.1%-43.1%0.298%
3/5/2024True Vision MN LLC27,377$481K0.4%N/A0.079%
2/15/2024Greytown Advisors Inc.15,022$264K0.1%+5.7%0.043%
2/14/2024 First Financial Bankshares Inc16,060$281K0.0%N/A0.046%
2/13/2024Belpointe Asset Management LLC30,256$530K0.0%N/A0.088%
2/12/2024Steward Partners Investment Advisory LLC20,752$363K0.0%+20,652.0%0.060%
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2/9/2024Johnson Financial Group Inc.2,460$43K0.0%N/A0.007%
2/9/2024Orion Portfolio Solutions LLC229,242$4.01M0.0%+11.0%0.664%
2/9/2024Wells Fargo & Company MN4,463,198$78.15M0.0%+24.1%12.918%
2/9/2024UBS Group AG6,856,955$120.07M0.0%+19.7%19.846%
2/9/2024 MainStreet Investment Advisors LLC173,507$3.04M0.3%+99.5%0.502%
2/8/2024 W.G. Shaheen & Associates DBA Whitney & Co14,600$256K0.0%+11.5%0.042%
2/7/2024 Principal Financial Group Inc.77,630$1.36M0.0%+73.7%0.225%
2/7/2024 Berger Financial Group Inc1,387,358$24.29M2.5%N/A4.016%
2/7/2024 Principal Securities Inc.316,201$5.54M0.2%N/A0.915%
2/6/2024 Private Advisor Group LLC88,717$1.55M0.0%-4.1%0.257%
(Data available from 1/1/2016 forward)

PREF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PREF shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Principal Spectrum Preferred Securities Active ETF. The most heavily invested institutionals were UBS Group AG ($120.07M), Bank of America Corp DE ($95.66M), Wells Fargo & Company MN ($78.15M), Berger Financial Group Inc ($24.29M), Wealth Enhancement Advisory Services LLC ($21.50M), Raymond James & Associates ($20.30M), and Cornerstone Wealth Group LLC ($12.80M).Learn more on PREF's institutional investors.

Which institutional investors have been buying Principal Spectrum Preferred Securities Active ETF stock?

Of the 83 institutional investors that purchased Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($5.62M), Bank of America Corp DE ($3.28M), Berger Financial Group Inc ($1.39M), Raymond James & Associates ($1.02M), Wells Fargo & Company MN ($865.31K), Benjamin F. Edwards & Company Inc. ($635.81K), and Tyche Wealth Partners LLC ($610.73K).

How much institutional buying is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have bought a total of 19,356,615 shares in the last 24 months. This purchase volume represents approximately $421.91M in transactions.

Which Principal Spectrum Preferred Securities Active ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold Principal Spectrum Preferred Securities Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pallas Capital Advisors LLC ($1.10M), Cerity Partners LLC ($406.89K), Pitcairn Co. ($394.12K), Raymond James Financial Services Advisors Inc. ($355.09K), Orion Portfolio Solutions LLC ($244.10K), Principal Securities Inc. ($225.84K), and Truist Financial Corp ($177.45K).

How much institutional selling is happening at Principal Spectrum Preferred Securities Active ETF?

Institutional investors have sold a total of 4,373,551 shares in the last 24 months. This volume of shares sold represents approximately $93.43M in transactions.


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This page (NYSEARCA:PREF) was last updated on 11/14/2024 by MarketBeat.com Staff
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