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Principal Spectrum Preferred Securities Active ETF
PREF
PREF
129 hedge funds and large institutions have $1.12B invested in Principal Spectrum Preferred Securities Active ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
54% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 37
2% more capital invested
Capital invested by funds: $1.1B → $1.12B (+$24.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.54% less ownership
Funds ownership: 78.24% → 77.7% (-0.54%)
3% less funds holding
Funds holding: 133 → 129 (-4)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Holders
129
Holders Change
-4
Holders Change %
-3.01%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
57
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.6M |
| 2 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$10.2M |
| 3 |
Morgan Stanley
New York
|
+$10.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.38M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.04M |
Top Sellers
| 1 |
PC
Permanens Capital
New York
|
-$16.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$11.2M |
| 3 |
TWP
Tyche Wealth Partners
Plano,
Texas
|
-$7.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.99M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.84M |
