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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

51 hedge funds and large institutions have $231M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$338K +$82.6K +4,250 +32%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$269K -$39 -2 -0%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$263K +$9.12K +469 +4%
EH
29
Equitable Holdings
New York
$255K +$29.2K +1,500 +13%
MWM
30
Modera Wealth Management
New Jersey
$241K +$2.86K +147 +1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$233K +$233K +12,002 New
KPF
32
K2 Principal Fund
Ontario, Canada
$233K +$233K +11,967 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$230K -$37.8K -1,943 -14%
AWS
34
Atria Wealth Solutions
New York
$196K -$120K -6,150 -38%
PAM
35
Parvin Asset Management
South Dakota
$175K
AWM
36
Activest Wealth Management
Florida
$145K
Osaic Holdings
37
Osaic Holdings
Arizona
$131K -$15.8K -814 -11%
US Bancorp
38
US Bancorp
Minnesota
$117K +$77.8K +4,000 +200%
HNB
39
Huntington National Bank
Ohio
$93.3K
HI
40
Harbour Investments
Wisconsin
$58.3K +$1.94K +100 +3%
GWM
41
Geneos Wealth Management
Colorado
$55.1K +$51K +1,223 +1,274%
SPIA
42
Steward Partners Investment Advisory
New York
$51.5K +$51.5K +2,650 New
LC
43
Lindbrook Capital
California
$38.9K
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$37.1K +$37.1K +2,104 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$31.1K -$39 -2 -0.1%
IA
46
IFP Advisors
Florida
$27.9K -$39.5K -2,033 -59%
KB
47
Kimelman & Baird
New York
$15.6K
EC
48
Elequin Capital
New York
$11.1K +$11.1K +572 New
PWAM
49
Private Wealth Asset Management
Iowa
$9.72K +$9.72K +500 New
WA
50
WPG Advisers
Maryland
$5.79K +$3.21K +165 +124%