Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
12 hedge funds and large institutions have $35.5M invested in Cohen & Steers Preferred and Income Opportunities Active ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
140% more funds holding
Funds holding: 5 → 12 (+7)
36% more capital invested
Capital invested by funds: $26.2M → $35.5M (+$9.33M)
36.74% less ownership
Funds ownership: 122.45% → 85.7% (-37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$3.99M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.81M |
| 3 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$1.77M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.75M |
| 5 |
SWM
SK Wealth Management
Providence,
Rhode Island
|
+$1.55M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Cohen & Steers
New York
| $20.3M | +$625K | +25,000 | +3% |
|
|
DWP
2
Daymark Wealth Partners
Cincinnati,
Ohio
| $4.07M | +$3.99M | +159,657 | New |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $1.85M | +$1.81M | +72,496 | New |
|
|
AIA
4
Armor Investment Advisors
Raleigh,
North Carolina
| $1.8M | +$1.77M | +70,706 | New |
|
|
SA
5
Sanctuary Advisors
Indianapolis,
Indiana
| $1.79M | +$1.75M | +70,104 | New |
|
|
SWM
6
SK Wealth Management
Providence,
Rhode Island
| $1.59M | +$1.55M | +62,075 | New |
|
7
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.3M | +$147K | +5,884 | +13% |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $1.03M | +$1.01M | +40,327 | New |
|
|
MPWS
9
McCarter Private Wealth Services
Boston,
Massachusetts
| $550K | +$540K | +21,586 | New |
|
|
FI
10
Financial Insights
Tacoma,
Washington
| $538K | +$529K | +21,133 | New |
|
|
HIP
11
HUB Investment Partners
Austin,
Texas
| $503K | +$2.13K | +85 | +0.4% |
|
12
HighTower Advisors
Chicago,
Illinois
| $204K | – | – | – |
|
CSPF Hedge Fund Activity: Q2 2025 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) for Q2 2025, worth a combined $35.5M — up 36% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CSPF positions and 0 closed out — a net gain of 8 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Daymark Wealth Partners, opening a new position worth an estimated $3.99M.
- 12 institutional investors held Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $35.5M of Cohen & Steers Preferred and Income Opportunities Active ETF stock for Q2 2025, up 36% quarter-over-quarter.
- 8 funds opened new Cohen & Steers Preferred and Income Opportunities Active ETF positions in Q2 2025 and 0 closed out, a net change of +8 holders.
- The largest Cohen & Steers Preferred and Income Opportunities Active ETF buyer in Q2 2025 was Daymark Wealth Partners, an estimated $3.99M added.
Based on aggregated 13F filings for Q2 2025.