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Principal Investment Grade Corporate Active ETF

21 hedge funds and large institutions have $129M invested in Principal Investment Grade Corporate Active ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
1
Principal Securities
Iowa
$53.2M 2,558,134 +420,214 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.6M 2,430,956 +338,708 +16%
Raymond James Financial
3
Raymond James Financial
Florida
$16.3M 782,002 +6,366 +0.8%
IWP
4
Insight Wealth Partners
Texas
$3.83M 184,094 +11,007 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M 58,196 +822 +1%
Principal Financial Group
6
Principal Financial Group
Iowa
$976K 47,103
LPL Financial
7
LPL Financial
California
$858K 41,241 +95 +0.2%
Mariner
8
Mariner
Kansas
$656K 31,545 +4 +0%
Jane Street
9
Jane Street
New York
$575K 27,624 +27,624 New
Citadel Advisors
10
Citadel Advisors
Florida
$364K 17,491 +17,491 New
Bank of America
11
Bank of America
North Carolina
$255K 12,266 -13,341 -52%
GIA
12
Gladstone Institutional Advisory
Florida
$249K 11,950 +11,950 New
SIS
13
Sound Income Strategies
Florida
$46.1K 2,217 -43 -2%
SAM
14
Smartleaf Asset Management
Massachusetts
$35.3K 1,706 +187 +12%
HFS
15
Hantz Financial Services
Michigan
$21K 1,000 +1,000 New
PTC
16
Private Trust Company
Ohio
$20.8K 1,000 +1,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$18.7K 919
Morgan Stanley
18
Morgan Stanley
New York
$8.15K 391 +3 +0.8%
CIAS
19
Capital Investment Advisory Services
North Carolina
$6.49K 312 +312 New
UBS Group
20
UBS Group
Switzerland
$4.27K 205 -325 -61%
Wells Fargo
21
Wells Fargo
California
$15 1
Goldman Sachs
22
Goldman Sachs
New York
-40,062 Closed
CA
23
Continuum Advisory
Idaho
-235 Closed