Principal Investment Grade Corporate Active ETF
5 hedge funds and large institutions have $2.91M invested in Principal Investment Grade Corporate Active ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
56% more capital invested
Capital invested by funds: $1.86M → $2.91M (+$1.05M)
0.3% more ownership
Funds ownership: 0.58% → 0.87% (+0.3%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$911K |
| 2 |
Jane Street
New York
|
+$376K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$283K |
| 2 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$8.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.47M | +$911K | +33,332 | +163% |
|
2
Truist Financial
Charlotte,
North Carolina
| $720K | – | – | – |
|
|
3
Jane Street
New York
| $688K | +$376K | +13,770 | +122% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $25K | +$25.1K | +919 | New |
|
|
5
LPL Financial
San Diego,
California
| – | -$283K | -10,497 | Closed |
|
|
CHAM
6
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$8.1K | -300 | Closed |
|
IG Hedge Fund Activity: Q4 2020 in Review
5 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2020, worth a combined $2.91M — up 56% from $1.86M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IG and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Sound Income Strategies, adding an estimated $911K. The largest seller was LPL Financial, exiting entirely with an estimated $283K sold.
- 5 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2020, down from 6 in Q3 2020.
- Funds reported $2.91M of Principal Investment Grade Corporate Active ETF stock for Q4 2020, up 56% quarter-over-quarter.
- 1 fund opened new Principal Investment Grade Corporate Active ETF positions in Q4 2020 and 2 closed out, a net change of -1 holder.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q4 2020 was Sound Income Strategies, an estimated $911K added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q4 2020 was LPL Financial, an estimated $283K sold.
Based on aggregated 13F filings for Q4 2020.