Principal Real Estate Active Opportunities ETF
BYRE
8 hedge funds and large institutions have $17.1M invested in Principal Real Estate Active Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
7% more capital invested
Capital invested by funds: $16.1M → $17.1M (+$1.06M)
5.52% less ownership
Funds ownership: 136.34% → 130.82% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$392K |
| 2 |
VF
Virtu Financial
New York
|
+$241K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$8.25K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.05K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$748 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $6.08M | +$392K | +15,746 | +7% |
|
|
PS
2
Principal Securities
Des Moines,
Iowa
| $5.71M | – | – | – |
|
3
Principal Financial Group
Des Moines,
Iowa
| $5.08M | – | – | – |
|
|
VF
4
Virtu Financial
New York
| $246K | +$241K | +9,664 | New |
|
|
CA
5
CoreCap Advisors
Southfield,
Michigan
| $8.44K | +$8.25K | +331 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.65K | +$748 | +30 | +41% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $1.07K | +$1.05K | +42 | New |
|
8
Morgan Stanley
New York
| $27 | – | – | – |
|
BYRE Hedge Fund Activity: Q1 2025 in Review
8 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q1 2025, worth a combined $17.1M — up 6.6% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BYRE positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $392K.
- 8 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $17.1M of Principal Real Estate Active Opportunities ETF stock for Q1 2025, up 6.6% quarter-over-quarter.
- 3 funds opened new Principal Real Estate Active Opportunities ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $392K added.
Based on aggregated 13F filings for Q1 2025.