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Principal Spectrum Preferred Securities Active ETF

124 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, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
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
SA
56
Sanctuary Advisors
Indiana
$1.2M
FCFC
57
First Citizens Financial Corp
Iowa
$1.14M
SAM
58
Smartleaf Asset Management
Massachusetts
$1.13M
CIAS
59
Capital Investment Advisory Services
North Carolina
$1.11M
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M
FZCM
61
Flynn Zito Capital Management
New York
$1.04M
MML Investors Services
62
MML Investors Services
Massachusetts
$981K
Bank of New York Mellon
63
Bank of New York Mellon
New York
$922K
EFS
64
Essex Financial Services
Connecticut
$907K
LA
65
LexAurum Advisors
Kansas
$851K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$851K
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$839K
CPL
68
Capital & Planning LLC
Georgia
$738K
MFC
69
Mechanics Financial Corp
Ohio
$706K
SCM
70
Schnieders Capital Management
California
$701K
WA
71
Waverly Advisors
Alabama
$630K
AWM
72
Activest Wealth Management
Florida
$618K
ATC
73
Argent Trust Co
Tennessee
$587K
USCWA
74
U.S. Capital Wealth Advisors
Texas
$586K
CBA
75
Coastal Bridge Advisors
Connecticut
$584K