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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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
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

Top Buyers

1 +$18.8M
2 +$12.9M
3 +$4.61M
4
PS
Principal Securities
Iowa
+$3.96M
5
KW
KWB Wealth
California
+$3.92M

Top Sellers

1 -$6.29M
2 -$4.75M
3 -$3.73M
4
UBS Group
UBS Group
Switzerland
-$2.36M
5
Jane Street
Jane Street
New York
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
101
Bank of Jackson Hole Trust
Wyoming
$192K
FCP
102
Fidelis Capital Partners
Florida
$191K
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$185K
PWA
104
Provenance Wealth Advisors
Florida
$156K
PB
105
Pinnacle Bancorp
Nebraska
$116K
PTC
106
Private Trust Company
Ohio
$116K
HIA
107
Harbor Investment Advisory
Maryland
$94.8K
HNB
108
Huntington National Bank
Ohio
$52K
SPIA
109
Steward Partners Investment Advisory
New York
$48.9K
AssetMark Inc
110
AssetMark Inc
California
$45.3K
US Bancorp
111
US Bancorp
Minnesota
$30.4K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$28.5K
FFA
113
Farther Finance Advisors
California
$17.4K
HFS
114
Hantz Financial Services
Michigan
$15K
SC
115
SouthState Corp
Florida
$14K
MHR
116
Matthew Hamilton Rosenberg
$9.39K
CIA
117
Cape Investment Advisory
Georgia
$8.59K
AF
118
Advisornet Financial
Minnesota
$5.41K
AAS
119
Ameritas Advisory Services
Nebraska
$3.79K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$762
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$190
GRP
122
Global Retirement Partners
California
$95
PA
123
PSI Advisors
Florida
Jane Street
124
Jane Street
New York
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey