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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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.62%
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
48
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$175K +3,325 +1,797%
PWA
104
Provenance Wealth Advisors
Florida
$156K -$30.2K -1,592 -16%
PB
105
Pinnacle Bancorp
Nebraska
$116K +$38.2K +2,015 +49%
PTC
106
Private Trust Company
Ohio
$116K +$50.8K +2,680 +79%
HIA
107
Harbor Investment Advisory
Maryland
$94.9K
HNB
108
Huntington National Bank
Ohio
$52K -$51.3K
SPIA
109
Steward Partners Investment Advisory
New York
$48.9K +$23.5K +1,237 +92%
AssetMark Inc
110
AssetMark Inc
California
$45.3K +$45.3K +2,390 New
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 -$254K -13,374 -94%
HFS
114
Hantz Financial Services
Michigan
$15K +$15K +800 New
SC
115
SouthState Corp
Florida
$14K +$14K +740 New
MHR
116
Matthew Hamilton Rosenberg
$9.39K
CIA
117
Cape Investment Advisory
Georgia
$8.59K -$1.56K -82 -15%
AF
118
Advisornet Financial
Minnesota
$5.41K +$5.41K +285 New
AAS
119
Ameritas Advisory Services
Nebraska
$3.79K +$3.79K +200 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$762 +$149 +8 +24%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$190 -$380 -20 -67%
GRP
122
Global Retirement Partners
California
$95 +$95 +5 New
PA
123
PSI Advisors
Florida
-$4.75M -254,234 Closed
Jane Street
124
Jane Street
New York
-$2.13M -114,087 Closed
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
-$1.17M -62,746 Closed