Principal Real Estate Active Opportunities ETF
BYRE
4 hedge funds and large institutions have $13.2M invested in Principal Real Estate Active Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $12.6M → $13.2M (+$677K)
3.17% more ownership
Funds ownership: 137.03% → 140.19% (+3.2%)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$508K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$54.5K |
| 2 |
Morgan Stanley
New York
|
-$90 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $4.7M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $4.15M | +$477K | +20,545 | +13% |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $4.13M | +$508K | +21,878 | +14% |
|
|
VF
4
Virtu Financial
New York
| $258K | -$54.5K | -2,347 | -18% |
|
|
5
Morgan Stanley
New York
| – | -$90 | -2 | Closed |
|
BYRE Hedge Fund Activity: Q1 2024 in Review
4 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q1 2024, worth a combined $13.2M — up 5.4% from $12.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BYRE and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Principal Securities, adding an estimated $508K. The largest seller was Virtu Financial, cutting an estimated $54.5K.
- 4 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $13.2M of Principal Real Estate Active Opportunities ETF stock for Q1 2024, up 5.4% quarter-over-quarter.
- 0 funds opened new Principal Real Estate Active Opportunities ETF positions in Q1 2024 and 1 closed out, a net change of -1 holder.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q1 2024 was Principal Securities, an estimated $508K added.
- The largest Principal Real Estate Active Opportunities ETF seller in Q1 2024 was Virtu Financial, an estimated $54.5K sold.
Based on aggregated 13F filings for Q1 2024.