Principal Real Estate Active Opportunities ETF
BYRE
5 hedge funds and large institutions have $17.4M invested in Principal Real Estate Active Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
20% more capital invested
Capital invested by funds: $14.5M → $17.4M (+$2.93M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6.04% less ownership
Funds ownership: 140.98% → 134.94% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$309K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$235K |
| 3 |
VF
Virtu Financial
New York
|
+$153K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$356 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$702 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $5.96M | +$309K | +12,151 | +6% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $5.64M | +$235K | +9,246 | +5% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $5.36M | – | – | – |
|
|
VF
4
Virtu Financial
New York
| $474K | +$153K | +6,027 | +52% |
|
|
5
UBS Group
Zurich,
Switzerland
| $377 | +$356 | +14 | New |
|
|
6
JP Morgan Chase
New York
| – | -$702 | -30 | Closed |
|
BYRE Hedge Fund Activity: Q3 2024 in Review
5 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q3 2024, worth a combined $17.4M — up 20% from $14.5M a quarter earlier.
Fund positioning in BYRE was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Principal Securities, adding an estimated $309K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $702 sold.
- 5 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $17.4M of Principal Real Estate Active Opportunities ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 1 fund opened new Principal Real Estate Active Opportunities ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q3 2024 was Principal Securities, an estimated $309K added.
- The largest Principal Real Estate Active Opportunities ETF seller in Q3 2024 was JP Morgan Chase, an estimated $702 sold.
Based on aggregated 13F filings for Q3 2024.