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Principal Spectrum Preferred Securities Active ETF

119 hedge funds and large institutions have $949M invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
47
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWMO
76
Heritage Wealth Management (Ohio)
Ohio
$480K 25,300
EHC
77
Everett Harris & Co
California
$446K 23,500 +23,500 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$412K 21,739 +1,086 +5%
SI
79
Stephens Inc
Arkansas
$387K 20,417 +20,417 New
FAIM
80
Financial Advocates Investment Management
Washington
$379K 19,965 +19,965 New
WA
81
Whipplewood Advisors
Colorado
$371K 19,583 +18,883 +2,698%
IA
82
IFP Advisors
Florida
$371K 19,540
PTP
83
Platform Technology Partners
New York
$360K 19,000 +8,000 +73%
XF
84
XML Financial
Maryland
$355K 18,718 +202 +1%
FWA
85
FSC Wealth Advisors
New York
$335K 17,675 +17,675 New
CFP
86
Cascade Financial Partners
California
$330K 17,399 +17,399 New
JCM
87
Jacobi Capital Management
Pennsylvania
$318K 16,783 -260 -2%
BCI
88
Brinker Capital Investments
Pennsylvania
$315K 16,616 -852 -5%
EFG
89
Ehrlich Financial Group
California
$315K 16,597 +1,878 +13%
WC
90
Whitney & Co
New York
$313K 16,500
VA
91
VestGen Advisors
Illinois
$277K 14,694
AWM
92
Axxcess Wealth Management
California
$258K 13,602 -1,854 -12%
SPF
93
South Plains Financial
Texas
$223K 11,787 -325 -3%
DC
94
Davenport & Co
Virginia
$223K 11,753 -500 -4%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$216K 11,396 +132 +1%
GPWM
96
Grant Private Wealth Management
California
$212K 11,159 +11,159 New
WP
97
WealthShield Partners
North Carolina
$205K 10,814 +520 +5%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$200K 10,535 +122 +1%
RFA
99
Resurgent Financial Advisors
Georgia
$195K 10,268 +10,268 New
BOJHT
100
Bank of Jackson Hole Trust
Wyoming
$192K 10,100