Principal Investment Grade Corporate Active ETF
8 hedge funds and large institutions have $6.09M invested in Principal Investment Grade Corporate Active ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $5.24M → $6.09M (+$846K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.39% less ownership
Funds ownership: 1.66% → 1.27% (-0.39%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$368K |
| 2 |
Jane Street
New York
|
+$294K |
| 3 |
LPL Financial
San Diego,
California
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$126K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$40K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$23K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$12K |
| 5 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$11.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
1
Palladium Partners
Norfolk,
Virginia
| $2.22M | -$11.4K | -433 | -0.5% |
|
|
SIS
2
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.57M | -$126K | -4,778 | -8% |
|
|
3
Jane Street
New York
| $953K | +$294K | +11,177 | +46% |
|
|
4
Truist Financial
Charlotte,
North Carolina
| $714K | -$12K | -457 | -2% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $374K | +$368K | +13,977 | New |
|
|
6
LPL Financial
San Diego,
California
| $216K | +$212K | +8,047 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $40K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$40K | -1,561 | Closed |
|
|
SFS
9
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$23K | -860 | Closed |
|
IG Hedge Fund Activity: Q2 2021 in Review
8 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q2 2021, worth a combined $6.09M — up 16% from $5.24M a quarter earlier.
Fund positioning in IG was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $368K. The largest seller was Sound Income Strategies, cutting an estimated $126K.
- 8 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $6.09M of Principal Investment Grade Corporate Active ETF stock for Q2 2021, up 16% quarter-over-quarter.
- 2 funds opened new Principal Investment Grade Corporate Active ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $368K added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q2 2021 was Sound Income Strategies, an estimated $126K sold.
Based on aggregated 13F filings for Q2 2021.