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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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.62%
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
48
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBA
76
Coastal Bridge Advisors
Connecticut
$487K +$487K +25,663 New
HWMO
77
Heritage Wealth Management (Ohio)
Ohio
$480K
EHC
78
Everett Harris & Co
California
$446K +$446K +23,500 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$412K +$20.6K +1,086 +5%
SI
80
Stephens Inc
Arkansas
$387K +$387K +20,417 New
FAIM
81
Financial Advocates Investment Management
Washington
$379K +$379K +19,965 New
WA
82
Whipplewood Advisors
Colorado
$371K +$358K +18,883 +2,698%
IA
83
IFP Advisors
Florida
$371K
PTP
84
Platform Technology Partners
New York
$360K +$152K +8,000 +73%
XF
85
XML Financial
Maryland
$355K +$3.83K +202 +1%
FWA
86
FSC Wealth Advisors
New York
$335K +$335K +17,675 New
CFP
87
Cascade Financial Partners
California
$330K +$330K +17,399 New
JCM
88
Jacobi Capital Management
Pennsylvania
$318K -$4.93K -260 -2%
BCI
89
Brinker Capital Investments
Pennsylvania
$315K -$16.2K -852 -5%
EFG
90
Ehrlich Financial Group
California
$315K +$35.6K +1,878 +13%
WC
91
Whitney & Co
New York
$313K
VA
92
VestGen Advisors
Illinois
$277K
AWM
93
Axxcess Wealth Management
California
$258K -$35.2K -1,854 -12%
SPF
94
South Plains Financial
Texas
$223K -$6.16K -325 -3%
DC
95
Davenport & Co
Virginia
$223K -$9.49K -500 -4%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$216K +$2.5K +132 +1%
GPWM
97
Grant Private Wealth Management
California
$212K +$212K +11,159 New
WP
98
WealthShield Partners
North Carolina
$205K +$9.86K +520 +5%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$200K +$2.32K +122 +1%
RFA
100
Resurgent Financial Advisors
Georgia
$195K +$195K +10,268 New