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Principal Spectrum Preferred Securities Active ETF

133 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 23 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
SPF
101
South Plains Financial
Texas
$237K
BOJHT
102
Bank of Jackson Hole Trust
Wyoming
$226K
MSFS
103
Main Street Financial Solutions
Pennsylvania
$224K
WP
104
WealthShield Partners
North Carolina
$207K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$207K
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$199K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$197K
FCP
108
Fidelis Capital Partners
Florida
$193K
PB
109
Pinnacle Bancorp
Nebraska
$151K
PTC
110
Private Trust Company
Ohio
$111K
HIA
111
Harbor Investment Advisory
Maryland
$95.3K
RF
112
Roxbury Financial
New Jersey
$76.8K
SPIA
113
Steward Partners Investment Advisory
New York
$57.9K
IA
114
IFP Advisors
Florida
$48.7K
AssetMark Inc
115
AssetMark Inc
California
$45.6K
FHA
116
Flagship Harbor Advisors
Massachusetts
$36.4K
RIL
117
Rothschild Investment LLC
Illinois
$29.3K
EPAM
118
Evelyn Partners Asset Management
$28.6K
CIA
119
Cape Investment Advisory
Georgia
$19.6K
Jones Financial Companies
120
Jones Financial Companies
Missouri
$17.8K
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$16.6K
CI
122
CX Institutional
Indiana
$15K
FFA
123
Farther Finance Advisors
California
$14.2K
JP Morgan Chase
124
JP Morgan Chase
New York
$13.1K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$9.57K