Principal Real Estate Active Opportunities ETF
BYRE
5 hedge funds and large institutions have $27.7M invested in Principal Real Estate Active Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
30% more capital invested
Capital invested by funds: $21.3M → $27.7M (+$6.4M)
12.44% more ownership
Funds ownership: 139.83% → 152.27% (+12%)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.28M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$3.23M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.46K |
| 2 |
Morgan Stanley
New York
|
-$31 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $11.4M | +$3.23M | +127,804 | +39% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $11.2M | +$3.28M | +129,727 | +41% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $5.04M | – | – | – |
|
|
CA
4
CoreCap Advisors
Southfield,
Michigan
| $8.12K | – | – | – |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $1.08K | +$25 | +1 | +2% |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| – | -$3.46K | -136 | Closed |
|
|
7
Morgan Stanley
New York
| – | -$31 | -1 | Closed |
|
BYRE Hedge Fund Activity: Q3 2025 in Review
5 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q3 2025, worth a combined $27.7M — up 30% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BYRE and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Envestnet Asset Management, adding an estimated $3.28M. The largest seller was Raymond James Financial, exiting entirely with an estimated $3.46K sold.
- 5 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q3 2025, down from 7 in Q2 2025.
- Funds reported $27.7M of Principal Real Estate Active Opportunities ETF stock for Q3 2025, up 30% quarter-over-quarter.
- 0 funds opened new Principal Real Estate Active Opportunities ETF positions in Q3 2025 and 2 closed out, a net change of -2 holders.
- The largest Principal Real Estate Active Opportunities ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $3.28M added.
- The largest Principal Real Estate Active Opportunities ETF seller in Q3 2025 was Raymond James Financial, an estimated $3.46K sold.
Based on aggregated 13F filings for Q3 2025.