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Principal Spectrum Preferred Securities Active ETF

131 hedge funds and large institutions have $1.09B invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Stifel Financial
51
Stifel Financial
Missouri
$1.61M
IWA
52
IBEX Wealth Advisors
New Jersey
$1.57M
KAS
53
Kestra Advisory Services
Texas
$1.54M
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
$1.49M
LA
55
Lifeworks Advisors
Michigan
$1.35M
FFP
56
FourThought Financial Partners
Florida
$1.28M
CIAS
57
Capital Investment Advisory Services
North Carolina
$1.26M
Truist Financial
58
Truist Financial
North Carolina
$1.24M
Cerity Partners
59
Cerity Partners
New York
$1.24M
FCFC
60
First Citizens Financial Corp
Iowa
$1.16M
MML Investors Services
61
MML Investors Services
Massachusetts
$1.13M
FZCM
62
Flynn Zito Capital Management
New York
$1.03M
FA
63
Flagstar Advisors
New York
$1M
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$954K
EFS
65
Essex Financial Services
Connecticut
$903K
SAM
66
Smartleaf Asset Management
Massachusetts
$901K
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$853K
PFPG
68
Pinnacle Financial Partners (Georgia)
Georgia
$770K
Jane Street
69
Jane Street
New York
$751K
USCWA
70
U.S. Capital Wealth Advisors
Texas
$739K
SCM
71
Schnieders Capital Management
California
$699K
MFC
72
Mechanics Financial Corp
Ohio
$676K
PFS
73
Prospera Financial Services
Texas
$630K
AWM
74
Activest Wealth Management
Florida
$619K
HWMO
75
Heritage Wealth Management (Ohio)
Ohio
$605K