PREF icon

Principal Spectrum Preferred Securities Active ETF

119 hedge funds and large institutions have $949M invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.6%
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
47
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCP
101
Fidelis Capital Partners
Florida
$191K 10,111
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$185K 3,510 +3,325 +1,797%
PWA
103
Provenance Wealth Advisors
Florida
$156K 8,205 -1,592 -16%
PB
104
Pinnacle Bancorp
Nebraska
$116K 6,135 +2,015 +49%
PTC
105
Private Trust Company
Ohio
$116K 6,094 +2,680 +79%
HIA
106
Harbor Investment Advisory
Maryland
$94.9K 5,000
HNB
107
Huntington National Bank
Ohio
SPIA
108
Steward Partners Investment Advisory
New York
$48.9K 2,577 +1,237 +92%
AssetMark Inc
109
AssetMark Inc
California
$45.3K 2,390 +2,390 New
US Bancorp
110
US Bancorp
Minnesota
$30.4K 1,600
FFA
111
Farther Finance Advisors
California
$17.4K 915 -13,374 -94%
HFS
112
Hantz Financial Services
Michigan
$15K 800 +800 New
SC
113
SouthState Corp
Florida
$14K 740 +740 New
MHR
114
Matthew Hamilton Rosenberg
$9.39K 495
CIA
115
Cape Investment Advisory
Georgia
$8.59K 453 -82 -15%
AF
116
Advisornet Financial
Minnesota
$5.41K 285 +285 New
AAS
117
Ameritas Advisory Services
Nebraska
$3.79K 200 +200 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$762 41 +8 +24%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$190 10 -20 -67%
GRP
120
Global Retirement Partners
California
$95 5 +5 New
PA
121
PSI Advisors
Florida
-254,234 Closed
Jane Street
122
Jane Street
New York
-114,087 Closed
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
-62,746 Closed
ARC
124
Advisor Resource Council
Texas
-38,700 Closed
WMR
125
Wealth Management Resources
Rhode Island
-11,497 Closed