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Principal Investment Grade Corporate Active ETF

14 hedge funds and large institutions have $359M invested in Principal Investment Grade Corporate Active ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
1
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$345M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.99M +$2.34M +106,866 +50%
Cerity Partners
3
Cerity Partners
New York
$2.73M +$2.73M +124,671 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.72M -$33.7K -1,540 -2%
Jane Street
5
Jane Street
New York
$1.12M -$1.72M -78,686 -61%
IWP
6
Insight Wealth Partners
Texas
$1.08M -$10.2K -467 -0.9%
LPL Financial
7
LPL Financial
California
$295K -$26.2K -1,199 -8%
OPWM
8
Oxinas Partners Wealth Management
Indiana
$219K -$5.3M -241,746 -96%
SIS
9
Sound Income Strategies
Florida
$90K -$3.55K -163 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$33K
UBS Group
11
UBS Group
Switzerland
$18K +$18K +810 New
Bank of America
12
Bank of America
North Carolina
$2K -$20 -1 -1%
Morgan Stanley
13
Morgan Stanley
New York
$2K +$2K +75 New
Truist Financial
14
Truist Financial
North Carolina
-$380K -15,796 Closed