Principal Real Estate Active Opportunities ETF
BYRE
5 hedge funds and large institutions have $16.1M invested in Principal Real Estate Active Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
1.4% more ownership
Funds ownership: 134.94% → 136.34% (+1.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8% less capital invested
Capital invested by funds: $17.4M → $16.1M (-$1.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$331K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$295K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.55K |
| 4 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $5.71M | +$295K | +11,439 | +5% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $5.46M | +$331K | +12,827 | +6% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $4.89M | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $1.82K | +$1.55K | +60 | +429% |
|
|
5
Morgan Stanley
New York
| $25 | +$26 | +1 | New |
|
|
VF
6
Virtu Financial
New York
| – | -$474K | -17,616 | Closed |
|
BYRE Hedge Fund Activity: Q4 2024 in Review
5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q4 2024, worth a combined $16.1M — down 7.9% from $17.4M a quarter earlier.
Fund positioning in BYRE was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $331K. The largest seller was Virtu Financial, exiting entirely with an estimated $474K sold.
- 5 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $16.1M of Principal Real Estate Active Opportunities ETF stock for Q4 2024, down 7.9% quarter-over-quarter.
- 1 fund opened new Principal Real Estate Active Opportunities ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $331K added.
- The largest Principal Real Estate Active Opportunities ETF seller in Q4 2024 was Virtu Financial, an estimated $474K sold.
Based on aggregated 13F filings for Q4 2024.