Principal Investment Grade Corporate Active ETF
6 hedge funds and large institutions have $1.86M invested in Principal Investment Grade Corporate Active ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.36% less ownership
Funds ownership: 1.94% → 0.58% (-1.4%)
14% less capital invested
Capital invested by funds: $2.15M → $1.86M (-$295K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$716K |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$557K |
| 3 |
LPL Financial
San Diego,
California
|
+$17.3K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$8.17K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.61M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Truist Financial
Charlotte,
North Carolina
| $709K | +$716K | +26,280 | New |
|
|
SIS
2
Sound Income Strategies
Ft Lauderdale,
Florida
| $552K | +$557K | +20,461 | New |
|
|
3
Jane Street
New York
| $306K | -$1.61M | -58,945 | -84% |
|
|
4
LPL Financial
San Diego,
California
| $283K | +$17.3K | +637 | +6% |
|
|
CHAM
5
Clear Harbor Asset Management
Stamford,
Connecticut
| $8.1K | +$8.17K | +300 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$7K | -252 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|
IG Hedge Fund Activity: Q3 2020 in Review
6 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q3 2020, worth a combined $1.86M — down 14% from $2.15M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IG positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $716K. The largest seller was Jane Street, cutting an estimated $1.61M.
- 6 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q3 2020, up from 3 in Q2 2020.
- Funds reported $1.86M of Principal Investment Grade Corporate Active ETF stock for Q3 2020, down 14% quarter-over-quarter.
- 4 funds opened new Principal Investment Grade Corporate Active ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q3 2020 was Truist Financial, an estimated $716K added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q3 2020 was Jane Street, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2020.