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Principal Spectrum Preferred Securities Active ETF

123 hedge funds and large institutions have $1.03B invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
Lifeworks Advisors
Michigan
$1.37M
Cerity Partners
52
Cerity Partners
New York
$1.29M
Truist Financial
53
Truist Financial
North Carolina
$1.27M
FA
54
Flagstar Advisors
New York
$1.27M
FFP
55
FourThought Financial Partners
Florida
$1.22M
FCFC
56
First Citizens Financial Corp
Iowa
$1.14M
SAM
57
Smartleaf Asset Management
Massachusetts
$1.13M
CIAS
58
Capital Investment Advisory Services
North Carolina
$1.11M
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M
FZCM
60
Flynn Zito Capital Management
New York
$1.04M
MML Investors Services
61
MML Investors Services
Massachusetts
$981K
Bank of New York Mellon
62
Bank of New York Mellon
New York
$922K
EFS
63
Essex Financial Services
Connecticut
$907K
LA
64
LexAurum Advisors
Kansas
$851K
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$851K
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$839K
CPL
67
Capital & Planning LLC
Georgia
$738K
MFC
68
Mechanics Financial Corp
Ohio
$706K
SCM
69
Schnieders Capital Management
California
$701K
WA
70
Waverly Advisors
Alabama
$630K
AWM
71
Activest Wealth Management
Florida
$618K
ATC
72
Argent Trust Co
Tennessee
$587K
USCWA
73
U.S. Capital Wealth Advisors
Texas
$586K
CBA
74
Coastal Bridge Advisors
Connecticut
$584K
BPAMU
75
BTG Pactual Asset Management US
New York
$572K