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CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF

37 hedge funds and large institutions have $150M invested in Cohen & Steers Preferred and Income Opportunities Active ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

37% more funds holding

Funds holding: 27 → 37 (+10)

35% more capital invested

Capital invested by funds: $111M → $150M (+$38.8M)

2.33% more ownership

Funds ownership: 95.52% → 97.84% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
19
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.65M
2
SWM
SK Wealth Management
Rhode Island
+$6.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.82M
4
OHIS
Oak Harvest Investment Services
Texas
+$6.6M
5
SPIA
Steward Partners Investment Advisory
New York
+$3.06M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.84M
2
Jane Street
Jane Street
New York
-$1.51M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$888K
4
TA
Tectonic Advisors
Texas
-$394K
5
Bank of America
Bank of America
North Carolina
-$5.57K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1
Townsend & Associates
Colorado
$33.6M +$1.16M +44,631 +4%
Cohen & Steers
2
Cohen & Steers
New York
$19.9M – – –
AF
3
Allworth Financial
California
$10M +$1.29M +49,469 +15%
ETC
4
Exchange Traded Concepts
Oklahoma
$9.55M +$584K +22,379 +6%
SWM
5
SK Wealth Management
Rhode Island
$9.07M +$6.85M +262,472 +292%
FFG
6
Fortem Financial Group
California
$8.56M +$879K +33,670 +11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$8.5M +$8.65M +331,589 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.7M +$6.82M +261,203 New
OHIS
9
Oak Harvest Investment Services
Texas
$6.48M +$6.6M +252,919 New
DWP
10
Daymark Wealth Partners
Ohio
$5.48M +$578K +22,138 +12%
SPIA
11
Steward Partners Investment Advisory
New York
$3.83M +$3.06M +117,429 +369%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.74M +$93K +3,565 +3%
RA
13
RFG Advisory
Alabama
$3.59M +$657K +25,155 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.39M -$1.84M -70,448 -43%
SA
15
Sanctuary Advisors
Indiana
$2.28M +$269K +10,316 +13%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$1.49M +$1.52M +58,077 New
MPWS
17
McCarter Private Wealth Services
Massachusetts
$1.39M +$286K +10,947 +25%
KAS
18
Kestra Advisory Services
Texas
$1.31M +$448K +17,158 +51%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.3M +$635K +24,331 +92%
FI
20
Financial Insights
Washington
$1.23M +$149K +5,697 +13%
MWM
21
Maridea Wealth Management
New York
$1.19M +$1.21M +46,266 New
Jane Street
22
Jane Street
New York
$1.17M -$1.51M -58,018 -56%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.16M -$888K -34,024 -43%
WA
24
Wealth Alliance
New York
$716K +$115K +4,401 +19%
SPC
25
Sigma Planning Corp
Michigan
$699K +$81.1K +3,107 +13%
1
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CSPF Hedge Fund Activity: Q1 2026 in Review

37 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) for Q1 2026, worth a combined $150M — up 35% from $111M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CSPF positions and 3 closed out — a net gain of 10 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $8.65M. The largest seller was Osaic Holdings, cutting an estimated $1.84M.

  • 37 institutional investors held Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) as of Q1 2026, up from 27 in Q4 2025.
  • Funds reported $150M of Cohen & Steers Preferred and Income Opportunities Active ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers Preferred and Income Opportunities Active ETF positions in Q1 2026 and 3 closed out, a net change of +10 holders.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF buyer in Q1 2026 was Rockefeller Capital Management, an estimated $8.65M added.
  • The largest Cohen & Steers Preferred and Income Opportunities Active ETF seller in Q1 2026 was Osaic Holdings, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2026.