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

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$11.60M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$997.46K
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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
8/1/2025 Envestnet Asset Management Inc.489,439$9.46M0.0%-7.7%16.047%
7/10/2025 Wealth Enhancement Advisory Services LLC159,225$3.08M0.0%+16.2%5.308%
4/29/2025 Envestnet Asset Management Inc.530,123$10.09M0.0%+3.1%27.901%
4/29/2025 Capital Investment Advisory Services LLC27,666$527K0.0%-2.5%1.456%
3/17/2025 Wealth Enhancement Advisory Services LLC137,244$2.61M0.0%+7.0%7.223%
2/17/2025 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%
11/1/2023Orion 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%
7/18/2022 Brinker Capital Investments LLC30,440$564K0.0%+139.3%2.647%
2/8/2022 Brinker Capital Investments LLC10,891$229K0.0%+7.6%0.947%
11/8/2021 Brinker Capital Investments LLC10,126$218K0.0%N/A0.921%
11/5/2021 Advisor Group Holdings Inc.1,139$25K0.0%N/A0.104%
(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. ($9.65M), Envestnet Asset Management Inc. ($9.46M), Wealth Enhancement Advisory Services LLC ($3.08M), Harbor Investment Advisory LLC ($579K), Jane Street Group LLC ($534K), Capital Investment Advisory Services LLC ($527K), and Orion Portfolio Solutions LLC ($380K).Learn more on Principal Spectrum Tax-Advantaged Dividend Active ETF's institutional investors.

Which institutional investors have been buying Principal Spectrum Tax-Advantaged Dividend Active ETF's stock?

The following institutional investors have purchased Principal Spectrum Tax-Advantaged Dividend Active ETF's stock in the last 24 months: Principal Securities Inc. ($507.30K), Wealth Enhancement Advisory Services LLC ($165.90K), Envestnet Asset Management Inc. ($29.95K), Jane Street Group LLC ($28.11K), Capital Investment Advisory Services LLC ($8.49K), 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 602,055 shares in the last 24 months. This purchase volume represents approximately $11.60M in transactions.

Which of Principal Spectrum Tax-Advantaged Dividend Active ETF's 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: Envestnet Asset Management Inc. ($40.68K), Citadel Advisors LLC ($10.39K), and Capital Investment Advisory Services LLC ($719.00).

How much institutional selling is happening at Principal Spectrum Tax-Advantaged Dividend Active ETF?

Institutional investors have sold a total of 51,795 shares in the last 24 months. This volume of shares sold represents approximately $997.46K in transactions.



This page (NYSEARCA:PQDI) was last updated on 8/28/2025 by MarketBeat.com Staff
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