Principal Investment Grade Corporate Active ETF
11 hedge funds and large institutions have $469M invested in Principal Investment Grade Corporate Active ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
5,214% more capital invested
Capital invested by funds: $8.84M → $469M (+$461M)
93.83% more ownership
Funds ownership: 1.81% → 95.64% (+94%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$462M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.08M |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$626K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$465K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.46M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$161K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$65.1K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$16.3K |
| 5 |
LPL Financial
San Diego,
California
|
-$14.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $459M | +$462M | +17,450,000 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $4.14M | +$2.08M | +78,653 | +100% |
|
|
PP
3
Palladium Partners
Norfolk,
Virginia
| $3.2M | +$626K | +23,645 | +24% |
|
|
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.3M | -$161K | -6,092 | -11% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $632K | -$16.3K | -614 | -2% |
|
|
6
Citadel Advisors
Miami,
Florida
| $462K | +$465K | +17,558 | New |
|
|
7
LPL Financial
San Diego,
California
| $401K | -$14.6K | -550 | -3% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $39K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $18K | -$65.1K | -2,458 | -78% |
|
10
Bank of America
Charlotte,
North Carolina
| $17K | – | – | – |
|
|
11
Jane Street
New York
| – | -$1.46M | -54,786 | Closed |
|
|
LWM
12
Liberty Wealth Management
Oakland,
California
| – | -$2K | -66 | Closed |
|
IG Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2021, worth a combined $469M — up 5,214% from $8.84M a quarter earlier.
Fund positioning in IG was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $462M. The largest seller was Jane Street, exiting entirely with an estimated $1.46M sold.
- 11 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $469M of Principal Investment Grade Corporate Active ETF stock for Q4 2021, up 5,214% quarter-over-quarter.
- 2 funds opened new Principal Investment Grade Corporate Active ETF positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q4 2021 was Principal Financial Group, an estimated $462M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q4 2021 was Jane Street, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2021.