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Principal Spectrum Preferred Securities Active ETF
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Overview Fund Activity

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$194M
2
LPL Financial
2
LPL Financial
California
$53M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.61M
4
PS
4
Principal Securities
Iowa
$8.14M
5
KW
5
KWB Wealth
California
$3.92M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$29.1M
2
PA
2
PSI Advisors
Florida
$0
3
TWP
3
Tyche Wealth Partners
Texas
$7.74M
4
UBS Group
4
UBS Group
Switzerland
$131M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
GSB Wealth Management
Connecticut
$4.25M 224,275 +31,107 +16%
KW
27
KWB Wealth
California
$3.92M 209,390 +209,390 New
PAG
28
Private Advisor Group
New Jersey
$3.45M 181,787 -31,042 -15%
NA
29
NewEdge Advisors
Louisiana
$3.01M 158,682 +6,946 +5%
Creative Planning
30
Creative Planning
Kansas
$2.63M 138,387 +138,387 New
JWCA
31
J.W. Cole Advisors
Florida
$2.59M 136,786 +1,128 +0.8%
MIA
32
MainStreet Investment Advisors
Illinois
$2.49M 131,041 -896 -0.7%
MCWA
33
Meadow Creek Wealth Advisors
Georgia
$2.47M 130,435 +16,762 +15%
LB
34
Legacy Bridge
Iowa
$2.47M 130,360 -6,105 -4%
MPWT
35
MassMutual Private Wealth & Trust
Connecticut
$2.45M 129,186 -3,886 -3%
FZCM
36
Flynn Zito Capital Management
New York
$2.23M 117,386 -720 -0.6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.23M 117,383 +6,440 +6%
FA
38
Fiduciary Alliance
South Carolina
$1.96M 103,095 +16,133 +19%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.95M 102,829 +38,019 +59%
WJA
40
Willis Johnson & Associates
Texas
$1.95M 102,645 -8,737 -8%
IP
41
Investment Partners
Ohio
$1.89M 99,541 -27,367 -22%
IWA
42
IBEX Wealth Advisors
New Jersey
$1.81M 95,623 +2,159 +2%
P
43
&Partners
Tennessee
$1.8M 94,733 -1,983 -2%
Comerica Bank
44
Comerica Bank
Texas
$1.69M 89,256 +4,392 +5%
Stifel Financial
45
Stifel Financial
Missouri
$1.63M 85,845 -17,086 -17%
DP
46
Dearborn Partners
Illinois
$1.6M 84,284 -19,864 -19%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.57M 83,777 +8,825 +12%
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$1.49M 78,615 -78 -0.1%
FA
49
Flagstar Advisors
New York
$1.49M 78,578 +914 +1%
Cerity Partners
50
Cerity Partners
New York
$1.49M 78,346 -33,076 -30%
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