Principal Investment Grade Corporate Active ETF
11 hedge funds and large institutions have $8.84M invested in Principal Investment Grade Corporate Active ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
45% more capital invested
Capital invested by funds: $6.09M → $8.84M (+$2.75M)
38% more funds holding
Funds holding: 8 → 11 (+3)
0.55% more ownership
Funds ownership: 1.27% → 1.81% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.74M |
| 2 |
Jane Street
New York
|
+$517K |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$397K |
| 4 |
LPL Financial
San Diego,
California
|
+$208K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$86.2K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$54.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
1
Palladium Partners
Norfolk,
Virginia
| $2.6M | +$397K | +14,770 | +18% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.09M | +$1.74M | +64,782 | +463% |
|
|
SIS
3
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.47M | -$86.2K | -3,203 | -5% |
|
|
4
Jane Street
New York
| $1.46M | +$517K | +19,213 | +54% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $654K | -$54.5K | -2,026 | -8% |
|
|
6
LPL Financial
San Diego,
California
| $420K | +$208K | +7,745 | +96% |
|
|
7
UBS Group
Zurich,
Switzerland
| $84K | +$84.6K | +3,143 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $40K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $17K | +$17.6K | +656 | New |
|
|
LWM
10
Liberty Wealth Management
Oakland,
California
| $2K | +$1.78K | +66 | New |
|
IG Hedge Fund Activity: Q3 2021 in Review
11 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q3 2021, worth a combined $8.84M — up 45% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IG positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.74M. The largest seller was Sound Income Strategies, cutting an estimated $86.2K.
- 11 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $8.84M of Principal Investment Grade Corporate Active ETF stock for Q3 2021, up 45% quarter-over-quarter.
- 3 funds opened new Principal Investment Grade Corporate Active ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.74M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q3 2021 was Sound Income Strategies, an estimated $86.2K sold.
Based on aggregated 13F filings for Q3 2021.