PREF icon

Principal Spectrum Preferred Securities Active ETF

132 hedge funds and large institutions have $1.1B invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
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
BOJHT
101
Bank of Jackson Hole Trust
Wyoming
$226K
MSFS
102
Main Street Financial Solutions
Pennsylvania
$224K
WP
103
WealthShield Partners
North Carolina
$207K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$207K
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$199K
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$197K
FCP
107
Fidelis Capital Partners
Florida
$193K
PB
108
Pinnacle Bancorp
Nebraska
$151K
PTC
109
Private Trust Company
Ohio
$111K
HIA
110
Harbor Investment Advisory
Maryland
$95.3K
RF
111
Roxbury Financial
New Jersey
$76.8K
SPIA
112
Steward Partners Investment Advisory
New York
$57.9K
IA
113
IFP Advisors
Florida
$48.7K
AssetMark Inc
114
AssetMark Inc
California
$45.6K
FHA
115
Flagship Harbor Advisors
Massachusetts
$36.4K
RIL
116
Rothschild Investment LLC
Illinois
$29.3K
EPAM
117
Evelyn Partners Asset Management
$28.6K
CIA
118
Cape Investment Advisory
Georgia
$19.6K
Jones Financial Companies
119
Jones Financial Companies
Missouri
$17.8K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$16.6K
CI
121
CX Institutional
Indiana
$15K
FFA
122
Farther Finance Advisors
California
$14.2K
JP Morgan Chase
123
JP Morgan Chase
New York
$13.1K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$9.57K
MHR
125
Matthew Hamilton Rosenberg
$9.44K