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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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$18.8M
2 +$12.9M
3 +$4.61M
4
PS
Principal Securities
Iowa
+$3.96M
5
KW
KWB Wealth
California
+$3.92M

Top Sellers

1 -$6.29M
2 -$4.75M
3 -$3.73M
4
UBS Group
UBS Group
Switzerland
-$2.36M
5
Jane Street
Jane Street
New York
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.47M
LA
52
Lifeworks Advisors
Michigan
$1.39M
BCM
53
Boreal Capital Management
Florida
$1.27M
SAM
54
Smartleaf Asset Management
Massachusetts
$1.13M
FFP
55
FourThought Financial Partners
Florida
$1.07M
Truist Financial
56
Truist Financial
North Carolina
$1.07M
CIAS
57
Capital Investment Advisory Services
North Carolina
$1.05M
UB
58
UMB Bank
Missouri
$1.02M
FCFC
59
First Citizens Financial Corp
Iowa
$965K
EFS
60
Essex Financial Services
Connecticut
$899K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$845K
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$832K
AWM
63
Activest Wealth Management
Florida
$749K
MML Investors Services
64
MML Investors Services
Massachusetts
$729K
CPL
65
Capital & Planning LLC
Georgia
$727K
Bank of New York Mellon
66
Bank of New York Mellon
New York
$721K
MFC
67
Mechanics Financial Corp
Ohio
$696K
SCM
68
Schnieders Capital Management
California
$695K
USCWA
69
U.S. Capital Wealth Advisors
Texas
$686K
IAS
70
Insigneo Advisory Services
Florida
$672K
LA
71
LexAurum Advisors
Kansas
$654K
WA
72
Waverly Advisors
Alabama
$650K
ATC
73
Argent Trust Co
Tennessee
$609K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$601K
BPAMU
75
BTG Pactual Asset Management US
New York
$532K