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Principal Spectrum Preferred Securities Active ETF

111 hedge funds and large institutions have $892M invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
17
Increased
52
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
76
IFP Advisors
Florida
$365K 19,540 +10,057 +106%
XF
77
XML Financial
Maryland
$346K 18,516 -760 -4%
OPS
78
Orion Portfolio Solutions
Nebraska
$327K 17,468 -50,831 -74%
BCI
79
Brinker Capital Investments
Pennsylvania
$327K 17,468 -50,831 -74%
JCM
80
Jacobi Capital Management
Pennsylvania
$319K 17,043 -468 -3%
WC
81
Whitney & Co
New York
$309K 16,500
AWM
82
Axxcess Wealth Management
California
$289K 15,456 +15,456 New
EFG
83
Ehrlich Financial Group
California
$275K 14,719 -221 -1%
VA
84
VestGen Advisors
Illinois
$275K 14,694 +14,694 New
FFA
85
Farther Finance Advisors
California
$266K 14,289 -11,411 -44%
DC
86
Davenport & Co
Virginia
$229K 12,253 +12,253 New
SPF
87
South Plains Financial
Texas
$226K 12,112 +534 +5%
WMR
88
Wealth Management Resources
Rhode Island
$215K 11,497 +11,497 New
MSFS
89
Main Street Financial Solutions
Pennsylvania
$211K 11,264 +11,264 New
GW
90
Griffith & Werner
Georgia
$206K 11,029 +89 +0.8%
PTP
91
Platform Technology Partners
New York
$206K 11,000 +11,000 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$195K 10,413 +84 +0.8%
WP
93
WealthShield Partners
North Carolina
$192K 10,294 +11 +0.1%
BOJHT
94
Bank of Jackson Hole Trust
Wyoming
$190K 10,100
FCP
95
Fidelis Capital Partners
Florida
$187K 10,111
PWA
96
Provenance Wealth Advisors
Florida
$183K 9,797
SFG
97
Stonebridge Financial Group
Pennsylvania
$155K 8,276
CFS
98
Compass Financial Services
Iowa
$112K 5,975 -373 -6%
HIA
99
Harbor Investment Advisory
Maryland
$93.5K 5,000
PB
100
Pinnacle Bancorp
Nebraska
$77K 4,120