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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
CBA
76
Coastal Bridge Advisors
Connecticut
$487K
HWMO
77
Heritage Wealth Management (Ohio)
Ohio
$480K
EHC
78
Everett Harris & Co
California
$446K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$412K
SI
80
Stephens Inc
Arkansas
$387K
FAIM
81
Financial Advocates Investment Management
Washington
$379K
WA
82
Whipplewood Advisors
Colorado
$371K
IA
83
IFP Advisors
Florida
$371K
PTP
84
Platform Technology Partners
New York
$360K
XF
85
XML Financial
Maryland
$355K
FWA
86
FSC Wealth Advisors
New York
$335K
CFP
87
Cascade Financial Partners
California
$330K
JCM
88
Jacobi Capital Management
Pennsylvania
$318K
BCI
89
Brinker Capital Investments
Pennsylvania
$315K
EFG
90
Ehrlich Financial Group
California
$315K
WC
91
Whitney & Co
New York
$313K
VA
92
VestGen Advisors
Illinois
$277K
AWM
93
Axxcess Wealth Management
California
$258K
SPF
94
South Plains Financial
Texas
$223K
DC
95
Davenport & Co
Virginia
$223K
MSFS
96
Main Street Financial Solutions
Pennsylvania
$216K
GPWM
97
Grant Private Wealth Management
California
$212K
WP
98
WealthShield Partners
North Carolina
$205K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$200K
RFA
100
Resurgent Financial Advisors
Georgia
$195K