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Principal Investment Grade Corporate Active ETF

24 hedge funds and large institutions have $250M invested in Principal Investment Grade Corporate Active ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more capital invested

Capital invested by funds: $204M → $250M (+$46.4M)

15.11% more ownership

Funds ownership: 136.32%151.42% (+15%)

14% more funds holding

Funds holding: 2124 (+3)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
7
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$100M +$14.5M +695,053 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98M +$14.4M +692,541 +17%
Raymond James Financial
3
Raymond James Financial
Florida
$19.7M +$187K +8,965 +0.9%
SWASL
4
Spartan Wealth Advisory Services LLC
Michigan
$10.5M +$10.6M +509,255 New
LFIA
5
Legacy Financial Independent Advisors
Kentucky
$4.94M +$5M +239,466 New
IWP
6
Insight Wealth Partners
Texas
$4.68M +$126K +6,038 +3%
WWM
7
Western Wealth Management
Colorado
$2.77M +$2.8M +134,126 New
Goldman Sachs
8
Goldman Sachs
New York
$2M +$137K +6,578 +7%
Mariner
9
Mariner
Kansas
$1.99M -$242K -11,603 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.57M +$123K +5,881 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$1.13M +$1.15M +54,980 New
Principal Financial Group
12
Principal Financial Group
Iowa
$969K
Jane Street
13
Jane Street
New York
$748K +$756K +36,230 New
LPL Financial
14
LPL Financial
California
$320K +$22.9K +1,097 +8%
AC
15
AlphaCore Capital
California
$243K
GIA
16
Gladstone Institutional Advisory
Florida
$201K +$167 +8 +0.1%
SIS
17
Sound Income Strategies
Florida
$50.2K -$1.88K -90 -4%
SAM
18
Smartleaf Asset Management
Massachusetts
$31.2K
PTC
19
Private Trust Company
Ohio
$20.6K
IA
20
IFP Advisors
Florida
$5.01K +$5.07K +243 New
GSEP
21
Golden State Equity Partners
California
$515 +$522 +25 New
PB
22
Pinnacle Bancorp
Nebraska
$268
CIAS
23
Capital Investment Advisory Services
North Carolina
$165
Morgan Stanley
24
Morgan Stanley
New York
$43
Wells Fargo
25
Wells Fargo
California
$4 -$21 -1 Closed

IG Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q1 2026, worth a combined $250M — up 23% from $204M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IG positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Principal Securities, adding an estimated $14.5M. The largest seller was Mariner, cutting an estimated $242K.

  • 24 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q1 2026, up from 21 in Q4 2025.
  • Funds reported $250M of Principal Investment Grade Corporate Active ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 7 funds opened new Principal Investment Grade Corporate Active ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q1 2026 was Principal Securities, an estimated $14.5M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q1 2026 was Mariner, an estimated $242K sold.

Based on aggregated 13F filings for Q1 2026.