Q4 2021 13F Holders as of 31 Dec 2021
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Type / Class
-
Equity / SPECTRUM TAX ADV
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Number of holders
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6
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Total 13F shares, excl. options
-
1,076,192
-
Shares change
-
+40,506
-
Total reported value, excl. options
-
$22,658,000
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Value change
-
+$852,790
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Number of buys
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5
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Price
-
$21.04
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM TAX ADV (PQDI) as of Q4 2021
6 filings reported holding PQDI - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM TAX ADV as of Q4 2021.
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM TAX ADV (PQDI) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,076,192 shares
.
Largest 6 shareholders include PRINCIPAL FINANCIAL GROUP INC (995,521 shares), JANE STREET GROUP, LLC (57,405 shares), Brinker Capital Investments, LLC (10,891 shares), CITADEL ADVISORS LLC (9,972 shares), UBS Group AG (1,247 shares), and ADVISOR GROUP HOLDINGS, INC. (1,156 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.