Principal Investment Grade Corporate Active ETF
13 hedge funds and large institutions have $401M invested in Principal Investment Grade Corporate Active ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
18% more funds holding
Funds holding: 11 → 13 (+2)
1.39% more ownership
Funds ownership: 95.64% → 97.03% (+1.4%)
15% less capital invested
Capital invested by funds: $469M → $401M (-$68.6M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
+$6.26M |
| 2 |
Jane Street
New York
|
+$3.23M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.55M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.37M |
| 5 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$42.3M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$1.12M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$204K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $379M | -$42.3M | -1,700,000 | -10% |
|
|
OPWM
2
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $6.06M | +$6.26M | +251,744 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $5.12M | +$1.37M | +55,220 | +35% |
|
|
PP
4
Palladium Partners
Norfolk,
Virginia
| $3.15M | +$231K | +9,303 | +8% |
|
|
5
Jane Street
New York
| $3.13M | +$3.23M | +129,959 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.93M | +$1.55M | +62,445 | +356% |
|
|
IWP
7
Insight Wealth Partners
Plano,
Texas
| $1.2M | +$1.24M | +49,792 | New |
|
|
8
Truist Financial
Charlotte,
North Carolina
| $380K | -$204K | -8,211 | -34% |
|
9
LPL Financial
San Diego,
California
| $354K | -$13.6K | -548 | -4% |
|
|
SIS
10
Sound Income Strategies
Ft Lauderdale,
Florida
| $104K | -$1.12M | -44,998 | -91% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| $2K | -$13.9K | -557 | -85% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$18K | -685 | Closed |
|
IG Hedge Fund Activity: Q1 2022 in Review
13 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q1 2022, worth a combined $401M — down 15% from $469M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IG positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Oxinas Partners Wealth Management, opening a new position worth an estimated $6.26M. The largest seller was Principal Financial Group, cutting an estimated $42.3M.
- 13 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q1 2022, up from 11 in Q4 2021.
- Funds reported $401M of Principal Investment Grade Corporate Active ETF stock for Q1 2022, down 15% quarter-over-quarter.
- 3 funds opened new Principal Investment Grade Corporate Active ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q1 2022 was Oxinas Partners Wealth Management, an estimated $6.26M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q1 2022 was Principal Financial Group, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2022.