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CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF

27 hedge funds and large institutions have $111M invested in Cohen & Steers Preferred and Income Opportunities Active ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

88% more capital invested

Capital invested by funds: $59.1M → $111M (+$52.1M)

42% more funds holding

Funds holding: 1927 (+8)

4.37% less ownership

Funds ownership: 99.88%95.52% (-4.4%)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
13
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Townsend & Associates
Colorado
$32.5M +$32.3M +1,241,627 New
Cohen & Steers
2
Cohen & Steers
New York
$20.2M -$78K -3,000 -0.4%
ETC
3
Exchange Traded Concepts
Oklahoma
$9.08M +$493K +18,965 +6%
AF
4
Allworth Financial
California
$8.84M +$8.86M +340,958 New
FFG
5
Fortem Financial Group
California
$7.78M +$7.81M +300,324 New
DWP
6
Daymark Wealth Partners
Ohio
$4.96M -$199K -7,644 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.25M +$4.26M +163,744 +142,386%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.69M +$847K +32,578 +30%
RA
9
RFG Advisory
Alabama
$2.98M +$600K +23,088 +25%
Jane Street
10
Jane Street
New York
$2.68M +$2.29M +87,976 +566%
SWM
11
SK Wealth Management
Rhode Island
$2.36M +$619K +23,795 +36%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$259K +9,972 +14%
SA
13
Sanctuary Advisors
Indiana
$2.04M +$170K +6,551 +9%
MPWS
14
McCarter Private Wealth Services
Massachusetts
$1.12M +$536K +20,607 +91%
FI
15
Financial Insights
Washington
$1.1M +$384K +14,776 +54%
KAS
16
Kestra Advisory Services
Texas
$875K +$120K +4,633 +16%
SPIA
17
Steward Partners Investment Advisory
New York
$825K +$827K +31,815 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$688K +$690K +26,540 New
SPC
19
Sigma Planning Corp
Michigan
$626K +$628K +24,150 New
WA
20
Wealth Alliance
New York
$610K
AI
21
Auour Investments
Massachusetts
$556K +$557K +21,438 New
Mariner
22
Mariner
Kansas
$515K +$55K +2,116 +12%
OC
23
OxenFree Capital
Florida
$438K +$9.8K +377 +2%
TA
24
Tectonic Advisors
Texas
$394K
KFI
25
Key Financial Inc
Pennsylvania
$14.5K +$14.5K +558 New

CSPF Hedge Fund Activity: Q4 2025 in Review

27 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) for Q4 2025, worth a combined $111M — up 88% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CSPF positions and 1 closed out — a net gain of 9 holders — while 13 added to existing stakes and 2 trimmed.

The largest buyer was Townsend & Associates, opening a new position worth an estimated $32.3M. The largest seller was Armor Investment Advisors, exiting entirely with an estimated $2.33M sold.

  • 27 institutional investors held Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $111M of Cohen & Steers Preferred and Income Opportunities Active ETF stock for Q4 2025, up 88% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers Preferred and Income Opportunities Active ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF buyer in Q4 2025 was Townsend & Associates, an estimated $32.3M added.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF seller in Q4 2025 was Armor Investment Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2025.