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Principal Spectrum Preferred Securities Active ETF

121 hedge funds and large institutions have $950M invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.62%
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
48
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
26
GSB Wealth Management
Connecticut
$4.25M +$590K +31,107 +16%
KW
27
KWB Wealth
California
$3.92M +$3.92M +209,390 New
PAG
28
Private Advisor Group
New Jersey
$3.45M -$589K -31,042 -15%
NA
29
NewEdge Advisors
Louisiana
$3.01M +$132K +6,946 +5%
Creative Planning
30
Creative Planning
Kansas
$2.63M +$2.63M +138,387 New
JWCA
31
J.W. Cole Advisors
Florida
$2.59M +$21.4K +1,128 +0.8%
MIA
32
MainStreet Investment Advisors
Illinois
$2.49M -$17K -896 -0.7%
MCWA
33
Meadow Creek Wealth Advisors
Georgia
$2.47M +$318K +16,762 +15%
LB
34
Legacy Bridge
Iowa
$2.47M -$116K -6,105 -4%
MPWT
35
MassMutual Private Wealth & Trust
Connecticut
$2.45M -$73.7K -3,886 -3%
FZCM
36
Flynn Zito Capital Management
New York
$2.23M -$13.7K -720 -0.6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.23M +$122K +6,440 +6%
FA
38
Fiduciary Alliance
South Carolina
$1.96M +$306K +16,133 +19%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.95M +$721K +38,019 +59%
WJA
40
Willis Johnson & Associates
Texas
$1.95M -$166K -8,737 -8%
IP
41
Investment Partners
Ohio
$1.89M -$519K -27,367 -22%
IWA
42
IBEX Wealth Advisors
New Jersey
$1.81M +$41K +2,159 +2%
P
43
&Partners
Tennessee
$1.8M -$37.6K -1,983 -2%
Comerica Bank
44
Comerica Bank
Texas
$1.69M +$83.3K +4,392 +5%
Stifel Financial
45
Stifel Financial
Missouri
$1.63M -$324K -17,086 -17%
DP
46
Dearborn Partners
Illinois
$1.6M -$377K -19,864 -19%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.57M +$165K +8,825 +12%
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$1.49M -$1.48K -78 -0.1%
FA
49
Flagstar Advisors
New York
$1.49M +$17.3K +914 +1%
Cerity Partners
50
Cerity Partners
New York
$1.49M -$627K -33,076 -30%