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Principal Spectrum Preferred Securities Active ETF

128 hedge funds and large institutions have $1.12B invested in Principal Spectrum Preferred Securities Active ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SAM
76
Smartleaf Asset Management
Massachusetts
$668K
CBA
77
Coastal Bridge Advisors
Connecticut
$643K
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$611K
UB
79
UMB Bank
Missouri
$577K
ATC
80
Argent Trust Co
Tennessee
$546K
HWMO
81
Heritage Wealth Management (Ohio)
Ohio
$541K
AWM
82
Activest Wealth Management
Florida
$507K
DT
83
Diversified Trust
Tennessee
$477K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$476K
RFA
85
Resurgent Financial Advisors
Georgia
$460K
SI
86
Stephens Inc
Arkansas
$407K
HF
87
HRT Financial
New York
$400K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$385K
WA
89
Whipplewood Advisors
Colorado
$382K
XF
90
XML Financial
Maryland
$360K
PTP
91
Platform Technology Partners
New York
$358K
FZCM
92
Flynn Zito Capital Management
New York
$314K
MW
93
MBL Wealth
North Carolina
$311K
WC
94
Whitney & Co
New York
$311K
ASN
95
Advisory Services Network
Georgia
$293K
VA
96
VestGen Advisors
Illinois
$285K
CLIP
97
Colter Lewis Investment Partners
Connecticut
$264K
AWM
98
Axxcess Wealth Management
California
$258K
JCM
99
Jacobi Capital Management
Pennsylvania
$241K
SPF
100
South Plains Financial
Texas
$234K