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Principal Spectrum Preferred Securities Active ETF

119 hedge funds and large institutions have $949M invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
47
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$194M 10,222,023 +992,700 +11%
UBS Group
2
UBS Group
Switzerland
$131M 6,921,965 -124,201 -2%
Morgan Stanley
3
Morgan Stanley
New York
$117M 6,156,993 +46,800 +0.8%
Wells Fargo
4
Wells Fargo
California
$61.7M 3,250,027 +114,657 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$58.3M 3,073,039 -21,911 -0.7%
IA
6
IFC Advisors
California
$53.5M 2,819,142 +41,413 +1%
LPL Financial
7
LPL Financial
California
$53M 2,791,483 +682,226 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$29.1M 1,532,641 -331,348 -18%
PC
9
Permanens Capital
New York
$28.8M 1,520,729 +139,798 +10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$23M 1,213,739 -19,498 -2%
BEI
11
Benjamin Edwards Inc
Missouri
$13.1M 693,069 -94,742 -12%
B
12
Bensler
Washington
$11M 582,078 +60,851 +12%
CAAM
13
Cornerstone Advisors Asset Management
Pennsylvania
$9.98M 525,948 +44,283 +9%
Mariner
14
Mariner
Kansas
$9.58M 504,757 +121,738 +32%
PS
15
Principal Securities
Iowa
$8.14M 429,357 +208,489 +94%
BFG
16
Berger Financial Group
Minnesota
$8.07M 425,217 +22,591 +6%
TWP
17
Tyche Wealth Partners
Texas
$7.74M 408,148 -196,623 -33%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.65M 403,476 +150,841 +60%
RL
19
Rogco LP
Oklahoma
$7.22M 380,684 +5,369 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.79M 305,236 +5,613 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.55M 292,424 -1,430 -0.5%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.38M 284,025 +53,849 +23%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$4.61M 242,920 +242,920 New
KAS
24
Kestra Advisory Services
Texas
$4.48M 235,944 +74,147 +46%
AI
25
AXS Investments
New York
$4.32M 227,778 -65,021 -22%