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Principal Real Estate Active Opportunities ETF

2 hedge funds and large institutions have $4.83M invested in Principal Real Estate Active Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

8% more capital invested

Capital invested by funds: $4.46M → $4.83M (+$374K)

4.83% more ownership

Funds ownership: 90.55%95.38% (+4.8%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$250K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$4.58M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$245K +$250K +10,635 New

BYRE Hedge Fund Activity: Q1 2023 in Review

2 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q1 2023, worth a combined $4.83M — up 8.4% from $4.46M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BYRE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $250K.

  • 2 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q1 2023, up from 1 in Q4 2022.
  • Funds reported $4.83M of Principal Real Estate Active Opportunities ETF stock for Q1 2023, up 8.4% quarter-over-quarter.
  • 1 fund opened new Principal Real Estate Active Opportunities ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
  • The largest Principal Real Estate Active Opportunities ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $250K added.

Based on aggregated 13F filings for Q1 2023.