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CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF

19 hedge funds and large institutions have $59.1M invested in Cohen & Steers Preferred and Income Opportunities Active ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

66% more capital invested

Capital invested by funds: $35.5M → $59.1M (+$23.6M)

58% more funds holding

Funds holding: 1219 (+7)

14.18% more ownership

Funds ownership: 85.7%99.88% (+14%)

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$20.3M -$387K -15,000 -2%
ETC
2
Exchange Traded Concepts
Oklahoma
$8.61M +$8.54M +331,206 New
SCP
3
Shorepoint Capital Partners
Massachusetts
$7.66M +$7.6M +294,568 New
DWP
4
Daymark Wealth Partners
Ohio
$5.17M +$1.02M +39,452 +25%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.85M +$2.62M +101,642 +1,270%
RA
6
RFG Advisory
Alabama
$2.38M +$497K +19,259 +27%
AIA
7
Armor Investment Advisors
North Carolina
$2.33M +$490K +19,000 +27%
SA
8
Sanctuary Advisors
Indiana
$1.87M +$48.4K +1,879 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$477K +18,486 +36%
SWM
10
SK Wealth Management
Rhode Island
$1.72M +$106K +4,127 +7%
KAS
11
Kestra Advisory Services
Texas
$757K -$289K -11,202 -28%
FI
12
Financial Insights
Washington
$715K +$164K +6,371 +30%
WA
13
Wealth Alliance
New York
$612K +$607K +23,546 New
MPWS
14
McCarter Private Wealth Services
Massachusetts
$587K +$25.6K +991 +5%
Mariner
15
Mariner
Kansas
$461K +$457K +17,739 New
OC
16
OxenFree Capital
Florida
$431K +$426K +16,521 New
Jane Street
17
Jane Street
New York
$404K +$401K +15,541 New
TA
18
Tectonic Advisors
Texas
$395K +$392K +15,216 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.99K +$2.96K +115 New
HIP
20
HUB Investment Partners
Texas
-$503K -19,746 Closed

CSPF Hedge Fund Activity: Q3 2025 in Review

19 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) for Q3 2025, worth a combined $59.1M — up 66% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSPF positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $8.54M. The largest seller was HUB Investment Partners, exiting entirely with an estimated $503K sold.

  • 19 institutional investors held Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $59.1M of Cohen & Steers Preferred and Income Opportunities Active ETF stock for Q3 2025, up 66% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers Preferred and Income Opportunities Active ETF positions in Q3 2025 and 1 closed out, a net change of +7 holders.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF buyer in Q3 2025 was Exchange Traded Concepts, an estimated $8.54M added.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF seller in Q3 2025 was HUB Investment Partners, an estimated $503K sold.

Based on aggregated 13F filings for Q3 2025.