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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
0.03% more ownership
Funds ownership: 97.03% → 97.06% (+0.03%)
10% less capital invested
Capital invested by funds: $401M → $359M (-$41.9M)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$2.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.41M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.3K |
| 4 |
Morgan Stanley
New York
|
+$1.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
-$5.45M |
| 2 |
Jane Street
New York
|
-$1.77M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$380K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $345M | – | – | – |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $6.99M | +$2.41M | +106,866 | +50% |
|
|
3
Cerity Partners
New York
| $2.73M | +$2.81M | +124,671 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.72M | -$34.7K | -1,540 | -2% |
|
|
5
Jane Street
New York
| $1.12M | -$1.77M | -78,686 | -61% |
|
|
IWP
6
Insight Wealth Partners
Plano,
Texas
| $1.08M | -$10.5K | -467 | -0.9% |
|
|
7
LPL Financial
San Diego,
California
| $295K | -$27K | -1,199 | -8% |
|
|
OPWM
8
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $219K | -$5.45M | -241,746 | -96% |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $90K | -$3.67K | -163 | -4% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $33K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $18K | +$18.3K | +810 | New |
|
12
Bank of America
Charlotte,
North Carolina
| $2K | -$23 | -1 | -1% |
|
|
13
Morgan Stanley
New York
| $2K | +$1.69K | +75 | New |
|
|
14
Truist Financial
Charlotte,
North Carolina
| – | -$380K | -15,796 | Closed |
|
IG Hedge Fund Activity: Q2 2022 in Review
14 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q2 2022, worth a combined $359M — down 10% from $401M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IG positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 7 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $2.81M. The largest seller was Oxinas Partners Wealth Management, cutting an estimated $5.45M.
- 14 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q2 2022, up from 13 in Q1 2022.
- Funds reported $359M of Principal Investment Grade Corporate Active ETF stock for Q2 2022, down 10% quarter-over-quarter.
- 3 funds opened new Principal Investment Grade Corporate Active ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q2 2022 was Cerity Partners, an estimated $2.81M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q2 2022 was Oxinas Partners Wealth Management, an estimated $5.45M sold.
Based on aggregated 13F filings for Q2 2022.