Principal Real Estate Active Opportunities ETF
BYRE
7 hedge funds and large institutions have $21.3M invested in Principal Real Estate Active Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
24% more capital invested
Capital invested by funds: $17.1M → $21.3M (+$4.19M)
9.01% more ownership
Funds ownership: 130.82% → 139.83% (+9%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.32M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.91M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$246K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.65K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$251 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $8.26M | +$2.32M | +92,276 | +40% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $7.99M | +$1.91M | +76,090 | +32% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $5.06M | – | – | – |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $8.15K | -$251 | -10 | -3% |
|
|
5
Raymond James Financial
St Petersburg,
Florida
| $3.46K | +$3.41K | +136 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $1.07K | – | – | – |
|
7
Morgan Stanley
New York
| $31 | – | – | – |
|
|
VF
8
Virtu Financial
New York
| – | -$246K | -9,664 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$2.65K | -104 | Closed |
|
BYRE Hedge Fund Activity: Q2 2025 in Review
7 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q2 2025, worth a combined $21.3M — up 24% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BYRE and 1 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 $2.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $246K sold.
- 7 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q2 2025, down from 8 in Q1 2025.
- Funds reported $21.3M of Principal Real Estate Active Opportunities ETF stock for Q2 2025, up 24% quarter-over-quarter.
- 1 fund opened new Principal Real Estate Active Opportunities ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q2 2025 was Principal Securities, an estimated $2.32M added.
- The largest Principal Real Estate Active Opportunities ETF seller in Q2 2025 was Virtu Financial, an estimated $246K sold.
Based on aggregated 13F filings for Q2 2025.