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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

58 hedge funds and large institutions have $244M invested in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.51% less ownership

Funds ownership: 24.05%23.54% (-0.51%)

3% less funds holding

Funds holding: 6058 (-2)

5% less capital invested

Capital invested by funds: $257M → $244M (-$13.2M)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$534K +$554K +28,521 New
JP Morgan Chase
27
JP Morgan Chase
New York
$454K +$485K +25,000 New
KPWS
28
Kestra Private Wealth Services
Texas
$405K -$18.3K -945 -4%
LA
29
LexAurum Advisors
Kansas
$362K +$375K +19,303 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$357K +$23K +1,187 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$353K +$67.1K +3,456 +22%
PNFS
32
PW Nova Financial Services
Pennsylvania
$313K +$324K +16,694 New
EH
33
Equitable Holdings
New York
$295K -$124K -6,364 -29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$234K +$14.8K +761 +6%
CA
35
COFG Advisors
Illinois
$234K +$5.01K +258 +2%
SA
36
Sanctuary Advisors
Indiana
$231K -$14.3K -736 -6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$229K -$20.3K -1,043 -8%
CL
38
Choreo LLC
Illinois
$225K +$233K +12,019 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$221K +$4.97K +256 +2%
CEFA
40
Closed-End Fund Advisors
Virginia
$220K +$951 +49 +0.4%
CW
41
CreativeOne Wealth
Kansas
$204K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$199K +$206K +10,597 New
WAM
43
Wolverine Asset Management
Illinois
$174K -$384K -19,779 -68%
PAM
44
Parvin Asset Management
South Dakota
$169K
Osaic Holdings
45
Osaic Holdings
Arizona
$143K +$11.7K +600 +9%
NWMP
46
Noble Wealth Management PBC
Colorado
$133K +$96.8K +4,985 +237%
HNB
47
Huntington National Bank
Ohio
$90K
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$42.7K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$34.8K +$36K +1,855 New
IA
50
IFP Advisors
Florida
$26.9K