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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

36 hedge funds and large institutions have $190M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$224K -$32.1K -1,840 -13%
Osaic Holdings
27
Osaic Holdings
Arizona
$191K -$131K -7,499 -41%
MWM
28
Modera Wealth Management
New Jersey
$183K +$2.18K +125 +1%
AWM
29
Activest Wealth Management
Florida
$166K +$5.18K +214 +3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$146K +$14.6K +838 +11%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$55.7K +$401 +23 +0.7%
US Bancorp
32
US Bancorp
Minnesota
$17.4K
PGAM
33
Princeton Global Asset Management
New Jersey
$12.2K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +126 New
EWA
35
EverSource Wealth Advisors
Alabama
$1.62K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$17 +$17 +1 New
AAS
37
Avantax Advisory Services
Texas
-$587K -32,822 Closed
Millennium Management
38
Millennium Management
New York
-$348K -19,495 Closed
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
-$285K -15,939 Closed
Mariner
40
Mariner
Kansas
-$267K -14,917 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
-$235K -13,123 Closed
VF
42
Virtu Financial
New York
-$220K -12,310 Closed
BAM
43
Belpointe Asset Management
Nevada
-$60.6K -3,392 Closed
SS
44
Sunbelt Securities
Texas
-$34.6K -2,000 Closed
AW
45
Avion Wealth
Texas
-$17K -1,000 Closed
BWA
46
BDO Wealth Advisors
Florida
-$15.7K -879 Closed
EC
47
Elequin Capital
New York
-$5.84K -327 Closed