PREF icon

Principal Spectrum Preferred Securities Active ETF

131 hedge funds and large institutions have $1.09B invested in Principal Spectrum Preferred Securities Active ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
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
MSFS
101
Main Street Financial Solutions
Pennsylvania
$224K
WP
102
WealthShield Partners
North Carolina
$207K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$207K
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$199K
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$197K
FCP
106
Fidelis Capital Partners
Florida
$193K
PB
107
Pinnacle Bancorp
Nebraska
$151K
PTC
108
Private Trust Company
Ohio
$111K
HIA
109
Harbor Investment Advisory
Maryland
$95.3K
RF
110
Roxbury Financial
New Jersey
$76.8K
SPIA
111
Steward Partners Investment Advisory
New York
$57.9K
IA
112
IFP Advisors
Florida
$48.7K
AssetMark Inc
113
AssetMark Inc
California
$45.6K
FHA
114
Flagship Harbor Advisors
Massachusetts
$36.4K
RIL
115
Rothschild Investment LLC
Illinois
$29.3K
EPAM
116
Evelyn Partners Asset Management
$28.6K
CIA
117
Cape Investment Advisory
Georgia
$19.6K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$17.8K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$16.6K
CI
120
CX Institutional
Indiana
$15K
FFA
121
Farther Finance Advisors
California
$14.2K
JP Morgan Chase
122
JP Morgan Chase
New York
$13.1K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$9.57K
MHR
124
Matthew Hamilton Rosenberg
$9.44K
IAIM
125
International Assets Investment Management
Florida
$8.51K