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Principal Spectrum Preferred Securities Active ETF

125 hedge funds and large institutions have $1.03B invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
Name Holding Trade Value Shares
Change
Change in
Stake
BPAMU
76
BTG Pactual Asset Management US
New York
$572K
UB
77
UMB Bank
Missouri
$554K
PFPT
78
Pinnacle Financial Partners (Tennessee)
Tennessee
$526K
Citadel Advisors
79
Citadel Advisors
Florida
$505K
HWMO
80
Heritage Wealth Management (Ohio)
Ohio
$495K
EHC
81
Everett Harris & Co
California
$450K
MW
82
MBL Wealth
North Carolina
$440K
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$434K
RFA
84
Resurgent Financial Advisors
Georgia
$419K
SI
85
Stephens Inc
Arkansas
$396K
FWA
86
FSC Wealth Advisors
New York
$392K
WA
87
Whipplewood Advisors
Colorado
$379K
PTP
88
Platform Technology Partners
New York
$364K
XF
89
XML Financial
Maryland
$363K
BCM
90
Boreal Capital Management
Florida
$322K
WC
91
Whitney & Co
New York
$316K
JCM
92
Jacobi Capital Management
Pennsylvania
$305K
ASN
93
Advisory Services Network
Georgia
$301K
EFG
94
Ehrlich Financial Group
California
$290K
AWA
95
Adapt Wealth Advisors
Georgia
$285K
VA
96
VestGen Advisors
Illinois
$281K
AWM
97
Axxcess Wealth Management
California
$260K
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$246K
SPF
99
South Plains Financial
Texas
$225K
MSFS
100
Main Street Financial Solutions
Pennsylvania
$221K