We are live on ! Find out more
PTA icon

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
PWPS
51
Pinnacle Wealth Planning Services
Ohio
$24.7K +$13.1K +676 +105%
WA
52
WPG Advisers
Maryland
$10.9K +$6.04K +311 +115%
HWP
53
Highline Wealth Partners
California
$6.6K +$2.95K +152 +76%
AAP
54
Arax Advisory Partners
Colorado
$5.62K
BlackRock
55
BlackRock
New York
$3.95K +$4.1K +211 New
ECA
56
Elevated Capital Advisors
Utah
$3.75K
PB
57
Pinnacle Bancorp
Nebraska
$3.15K
Jones Financial Companies
58
Jones Financial Companies
Missouri
$911 +$971 +50 New
AssetMark Inc
59
AssetMark Inc
California
$806 -$2.43K -125 -74%
RCM
60
Rivernorth Capital Management
Florida
-$4.56M -235,912 Closed
Cerity Partners
61
Cerity Partners
New York
-$2.05M -106,176 Closed
Jane Street
62
Jane Street
New York
-$1.25M -64,486 Closed
MG
63
Marex Group
-$685K -35,467 Closed
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
-$430K -21,908 Closed
XT
65
XTX Topco
Cayman Islands
-$347K -17,953 Closed
Bank of New York Mellon
66
Bank of New York Mellon
New York
-$224K -11,612 Closed
RFW
67
Rainier Family Wealth
Washington
-$218K -11,300 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$206K -10,648 Closed
HI
69
Harbour Investments
Wisconsin
-$57.9K -3,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$13.5K -700 Closed
WT
71
Whittier Trust
California
-$3.26K -166 Closed