PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
US ˙ ARCA

Statistiche di base
Proprietari istituzionali 127 total, 127 long only, 0 short only, 0 long/short - change of 12,28% MRQ
Allocazione media del portafoglio 0.4026 % - change of -14,11% MRQ
Azioni istituzionali (Long) 50.615.034 (ex 13D/G) - change of 2,55MM shares 5,29% MRQ
Valore istituzionale (Long) $ 952.726 USD ($1000)
Proprietà istituzionale e azionisti

Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF (US:PREF) ha 127 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 50,615,034 azioni. I maggiori azionisti includono Bank Of America Corp /de/, UBS Group AG, Morgan Stanley, Wells Fargo & Company/mn, Royal Bank Of Canada, IFC Advisors LLC, LPL Financial LLC, Raymond James Financial Inc, Permanens Capital L.P., and Wealth Enhancement Advisory Services, Llc .

(Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF (ARCA:PREF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 19,02 / share. Previously, on September 9, 2024, the share price was 18,53 / share. This represents an increase of 2,64% over that period.

PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-14 13F Coastal Bridge Advisors, LLC 25.663 0,00 487 1,46
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 21.739 5,26 0
2025-08-14 13F GWM Advisors LLC 158.682 4,58 3.010 6,10
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100,00 0
2025-07-22 13F DAVENPORT & Co LLC 11.753 -4,08 223 -3,06
2025-07-30 13F Meadow Creek Wealth Advisors Llc 130.435 14,75 2.474 16,42
2025-07-14 13F AdvisorNet Financial, Inc 285 5
2025-08-04 13F Hantz Financial Services, Inc. 800 0
2025-08-07 13F Cascade Financial Partners, LLC 17.399 330
2025-09-04 13F/A Advisor Group Holdings, Inc. 78.543 4,79 1.490 6,35
2025-07-11 13F/A Umb Bank N A/mo 54.005 0,00 1.024 1,49
2025-08-08 13F Principal Financial Group Inc 284.025 23,39 5.381 25,11
2025-05-08 13F Geneos Wealth Management Inc. 0 -100,00 0
2025-07-15 13F GSB Wealth Management, LLC 224.275 16,10 4.255 17,77
2025-08-08 13F Compass Financial Services Inc 0 -100,00 0
2025-08-12 13F Jacobi Capital Management LLC 16.783 -1,53 318 0,00
2025-08-14 13F Royal Bank Of Canada 3.073.039 -0,71 58.296 0,73
2025-05-15 13F/A Orion Portfolio Solutions, LLC 17.468 -74,42 327 -74,35
2025-08-07 13F Fidelis Capital Partners, LLC 10.111 0,00 191 2,14
2025-08-19 13F Asset Dedication, LLC 0 -100,00 0
2025-07-29 13F Stephens Inc /ar/ 20.417 387
2025-08-14 13F Colony Group, LLC 242.920 4.608
2025-07-24 13F IFP Advisors, Inc 19.540 0,00 371 1,37
2025-08-06 13F Bensler, LLC 582.078 11,67 11.042 13,30
2025-08-12 13F J.w. Cole Advisors, Inc. 136.786 0,83 2.595 2,29
2025-07-07 13F First Citizens Financial Corp 50.847 -3,74 965 -2,33
2025-08-14 13F Heritage Wealth Management, Inc. 25.300 0,00 480 1,27
2025-08-14 13F Dearborn Partners Llc 84.284 -19,07 1.599 -17,93
2025-07-22 13F Wealthcare Advisory Partners LLC 44.543 2,53 845 3,94
2025-08-12 13F Financial Advocates Investment Management 19.965 379
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 1.600 0,00 30 3,45
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 -100,00 0
2025-07-24 13F Gilliland Jeter Wealth Management LLC 78.615 -0,10 1.491 1,36
2025-08-08 13F Creative Planning 138.387 2.625
2025-08-14 13F Fmr Llc 41 24,24 1
2025-08-19 13F Cape Investment Advisory, Inc. 453 -15,33 9 -20,00
2025-07-14 13F Signature Securities Group Corporation 78.578 1,18 1.491 2,62
2025-08-14 13F Benjamin Edwards Inc 693.069 -12,03 13.148 -10,76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1.213.739 -1,58 22.952 -0,48
2025-08-11 13F AXS Investments LLC 227.778 -22,21 4.321 -21,10
2025-07-16 13F Essex Financial Services, Inc. 47.378 899
2025-08-08 13F Capital Investment Advisory Services, LLC 55.603 -4,63 1.055 -3,30
2025-04-14 13F Pallas Capital Advisors LLC 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp 31.705 2,66 601 4,16
2025-07-29 13F Private Trust Co Na 6.094 78,50 116 82,54
2025-08-11 13F MainStreet Investment Advisors LLC 131.041 -0,68 2.486 0,73
2025-07-09 13F Massmutual Trust Co Fsb/adv 129.186 -2,92 2.451 -1,53
2025-07-28 13F Rosenberg Matthew Hamilton 495 0,00 9 0,00
2025-07-25 13F Cwm, Llc 10.535 1,17 0
2025-08-12 13F Insigneo Advisory Services, Llc 35.434 672
2025-08-04 13F Assetmark, Inc 2.390 45
2025-08-14 13F Warren Averett Asset Management, LLC 34.241 -3,75 650 -2,41
2025-07-21 13F Ameritas Advisory Services, LLC 200 4
2025-08-14 13F Comerica Bank 89.256 5,18 1.693 6,75
2025-08-05 13F Huntington National Bank 52 0,00
2025-08-13 13F VestGen Advisors, LLC 14.694 0,00 277 1,09
2025-08-08 13F Investment Partners, Ltd. 99.541 -21,56 1.888 -20,44
2025-08-12 13F Steward Partners Investment Advisory, Llc 2.577 92,31 49 92,00
2025-08-14 13F Stifel Financial Corp 85.845 -16,60 1.628 -15,38
2025-08-06 13F SOUTH STATE Corp 740 14
2025-04-14 13F Griffith & Werner, Inc. 11.029 0,81 206 1,48
2025-08-12 13F FourThought Financial Partners, LLC 56.278 11,86 1.068 13,51
2025-08-01 13F Envestnet Asset Management Inc 403.476 59,71 7.654 62,00
2025-08-15 13F Provenance Wealth Advisors, LLC 8.205 -16,25 156 -15,30
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 16.616 -4,88 315 -3,37
2025-07-31 13F Whipplewood Advisors, LLC 19.583 2.697,57 371 -8,85
2025-08-08 13F Everett Harris & Co /ca/ 23.500 446
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 246.100 4.669
2025-08-12 13F LPL Financial LLC 2.791.483 32,34 52.954 34,25
2025-05-01 13F Grant/GrossMendelsohn, LLC 34.241 633
2025-07-21 13F Mechanics Financial Corp 36.694 23,47 696 25,41
2025-08-06 13F Commonwealth Equity Services, Llc 305.236 1,87 6 0,00
2025-07-11 13F Grant Private Wealth Management Inc 11.159 212
2025-08-13 13F Willis Johnson & Associates, Inc. 102.645 -7,84 1.947 -6,48
2025-08-11 13F Principal Securities, Inc. 429.357 94,40 8.145 98,15
2025-08-05 13F Bank of New York Mellon Corp 38.024 -5,11 721 -3,74
2025-08-12 13F Argent Trust Co 32.096 -20,37 609 -19,26
2025-08-13 13F Baird Financial Group, Inc. 292.424 -0,49 5.547 0,95
2025-08-14 13F BTG Pactual Asset Management US LLC 28.025 8,74 532 10,40
2025-08-25 NP OIOIX - AXS Income Opportunities Fund Class I 227.778 -22,21 4.321 -21,10
2025-08-15 13F Kestra Advisory Services, LLC 235.944 45,83 4.476 47,93
2025-08-14 13F Main Street Financial Solutions, LLC 11.396 1,17 216 2,86
2025-07-17 13F LexAurum Advisors, LLC 34.488 22,22 654 24,10
2025-07-30 13F Schnieders Capital Management Llc 36.650 0,00 695 1,46
2025-08-12 13F Laurel Wealth Advisors LLC 3.510 1.797,30 0 -100,00
2025-08-12 13F Jpmorgan Chase & Co 77.295 3.031,89 1.466 3.086,96
2025-07-23 13F Tyche Wealth Partners LLC 408.148 -32,51 7.743 -31,54
2025-08-14 13F/A Rockefeller Capital Management L.P. 117.383 5,80 2.227 7,33
2025-07-28 13F IFC Advisors LLC 2.819.142 1,49 53.479 2,96
2025-07-17 13F KWB Wealth 209.390 3.916
2025-08-14 13F Raymond James Financial Inc 1.532.641 -17,78 29.074 -16,59
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-08-13 13F Cerity Partners LLC 78.346 -29,69 1.486 -28,66
2025-08-07 13F Ibex Wealth Advisors 95.623 2,31 1.814 3,78
2025-08-14 13F Permanens Capital L.P. 1.520.729 10,12 28.848 11,71
2025-07-18 13F Truist Financial Corp 56.237 3,54 1.067 5,02
2025-07-17 13F XML Financial, LLC 18.718 1,09 355 2,60
2025-07-01 13F Harbor Investment Advisory, Llc 5.000 0,00 95 1,08
2025-08-14 13F UBS Group AG 6.921.965 -1,76 131.310 -0,34
2025-08-15 13F Morgan Stanley 6.156.993 0,77 116.798 2,22
2025-07-18 13F Rogco, Lp 380.684 1,43 7.222 2,89
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-04-28 13F Pinnacle Financial Partners Inc 30.272 -21,02 566 -20,62
2025-08-01 13F Bank of Jackson Hole Trust 10.100 0,00 192 1,06
2025-07-08 13F Ehrlich Financial Group 16.597 12,76 315 14,18
2025-07-22 13F Berger Financial Group, Inc 425.217 5,61 8.066 7,13
2025-08-14 13F Bnp Paribas Arbitrage, Sa 10 -66,67 0
2025-08-14 13F Bank Of America Corp /de/ 10.222.023 10,76 193.912 12,35
2025-08-14 13F Capital & Planning, Llc 38.340 -3,64 727 -2,28
2025-08-14 13F Smartleaf Asset Management LLC 60.010 -15,16 1.135 -14,35
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-14 13F Mariner, LLC 504.757 31,78 9.575 33,69
2025-08-11 13F Resurgent Financial Advisors LLC 10.268 195
2025-09-02 13F/A FSC Wealth Advisors, LLC 17.675 335
2025-08-12 13F Boreal Capital Management LLC 66.894 1.269
2025-07-09 13F Fiduciary Alliance LLC 103.095 18,55 1.956 20,23
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 94.733 -2,05 1.797 -0,72
2025-07-24 13F Wealth Management Resources, Inc. 0 -100,00 0
2025-05-14 13F Delta Investment Management, LLC 0 -100,00 0
2025-08-11 13F Platform Technology Partners 19.000 72,73 360 75,61
2025-08-14 13F Wells Fargo & Company/mn 3.250.027 3,66 61.653 5,15
2025-08-14 13F Mml Investors Services, Llc 38.426 1
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 16.500 0,00 313 1,62
2025-08-12 13F CIBC Private Wealth Group, LLC 1.500 0,00 28 3,70
2025-08-11 13F Private Advisor Group, LLC 181.787 -14,59 3.449 -13,35
2025-08-08 13F Emerald Investment Partners, Llc 10.814 5,05 205 6,77
2025-08-05 13F Lifeworks Advisors, LLC 73.375 -3,99 1.392 -2,66
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 36.157 -9,97 686 -8,67
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 43.885 832
2025-05-20 13F Belpointe Asset Management LLC 0 -100,00 0 -100,00
2025-07-11 13F Farther Finance Advisors, LLC 915 -93,60 17 -93,61
2025-08-05 13F Flynn Zito Capital Management, Llc 117.386 -0,61 2.227 0,82
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 525.948 9,19 9.977 11,87
2025-08-12 13F South Plains Financial, Inc. 11.787 -2,68 223 -1,33
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 102.829 58,66 1.951 60,76
2025-07-11 13F Pinnacle Bancorp, Inc. 6.135 48,91 116 50,65
2025-08-12 13F Global Retirement Partners, LLC 5 -99,98 0 -100,00
2025-08-06 13F Legacy Bridge, LLC 130.360 -4,47 2.473 -3,10
2025-07-28 13F Axxcess Wealth Management, Llc 13.602 -12,00 258 -10,73
2025-07-29 13F Activest Wealth Management 39.474 -0,20 749 1,22
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
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