Principal Real Estate Active Opportunities ETF
BYRE
5 hedge funds and large institutions have $12.6M invested in Principal Real Estate Active Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
162% more capital invested
Capital invested by funds: $4.79M → $12.6M (+$7.76M)
150% more funds holding
Funds holding: 2 → 5 (+3)
42.1% more ownership
Funds ownership: 94.92% → 137.03% (+42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.77M |
| 2 |
VF
Virtu Financial
New York
|
+$291K |
| 3 |
Morgan Stanley
New York
|
+$44 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $4.8M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.74M | +$2.77M | +126,589 | +442% |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $3.69M | +$3.35M | +153,025 | New |
|
|
VF
4
Virtu Financial
New York
| $320K | +$291K | +13,267 | New |
|
|
5
Morgan Stanley
New York
| $90 | +$44 | +2 | New |
|
BYRE Hedge Fund Activity: Q4 2023 in Review
5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q4 2023, worth a combined $12.6M — up 162% from $4.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BYRE positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.77M.
- 5 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $12.6M of Principal Real Estate Active Opportunities ETF stock for Q4 2023, up 162% quarter-over-quarter.
- 3 funds opened new Principal Real Estate Active Opportunities ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $2.77M added.
Based on aggregated 13F filings for Q4 2023.