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Principal Real Estate Active Opportunities ETF

8 hedge funds and large institutions have $33.2M invested in Principal Real Estate Active Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding

Funds holding: 58 (+3)

20% more capital invested

Capital invested by funds: $27.7M → $33.2M (+$5.47M)

5.51% more ownership

Funds ownership: 152.27%157.78% (+5.5%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$14M +$3.01M +120,985 +27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.8M +$2.99M +120,324 +27%
Principal Financial Group
3
Principal Financial Group
Iowa
$4.87M
VF
4
Virtu Financial
New York
$261K +$266K +10,675 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$209K +$213K +8,556 New
CA
6
CoreCap Advisors
Michigan
$7.85K
FFA
7
Farther Finance Advisors
California
$1.05K
Morgan Stanley
8
Morgan Stanley
New York
$27 +$25 +1 New

BYRE Hedge Fund Activity: Q4 2025 in Review

8 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Principal Real Estate Active Opportunities ETF (BYRE) for Q4 2025, worth a combined $33.2M — up 20% from $27.7M 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 Principal Securities, adding an estimated $3.01M.

  • 8 institutional investors held Principal Real Estate Active Opportunities ETF (BYRE) as of Q4 2025, up from 5 in Q3 2025.
  • Funds reported $33.2M of Principal Real Estate Active Opportunities ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 3 funds opened new Principal Real Estate Active Opportunities ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest Principal Real Estate Active Opportunities ETF buyer in Q4 2025 was Principal Securities, an estimated $3.01M added.

Based on aggregated 13F filings for Q4 2025.