Principal Investment Grade Corporate Active ETF
10 hedge funds and large institutions have $67.1M invested in Principal Investment Grade Corporate Active ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2.13% less ownership
Funds ownership: 97.06% → 94.93% (-2.1%)
29% less funds holding
Funds holding: 14 → 10 (-4)
81% less capital invested
Capital invested by funds: $359M → $67.1M (-$292M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.31M |
| 2 |
Cerity Partners
New York
|
+$173K |
| 3 |
Jane Street
New York
|
+$128K |
| 4 |
LPL Financial
San Diego,
California
|
+$82.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$289M |
| 2 |
IWP
Insight Wealth Partners
Plano,
Texas
|
-$673K |
| 3 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
-$219K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $52.2M | -$289M | -13,200,000 | -84% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.71M | +$2.31M | +105,595 | +33% |
|
|
3
Cerity Partners
New York
| $2.71M | +$173K | +7,896 | +6% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.41M | -$208K | -9,500 | -12% |
|
|
5
Jane Street
New York
| $1.17M | +$128K | +5,854 | +11% |
|
|
IWP
6
Insight Wealth Partners
Plano,
Texas
| $380K | -$673K | -30,779 | -62% |
|
|
7
LPL Financial
San Diego,
California
| $354K | +$82.5K | +3,773 | +28% |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $81K | -$3.67K | -168 | -4% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $31K | – | – | – |
|
|
OPWM
10
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| – | -$219K | -9,998 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$18K | -810 | Closed |
|
12
Bank of America
Charlotte,
North Carolina
| – | -$2K | -98 | Closed |
|
13
Morgan Stanley
New York
| – | -$2K | -75 | Closed |
|
IG Hedge Fund Activity: Q3 2022 in Review
10 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q3 2022, worth a combined $67.1M — down 81% from $359M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IG and 0 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.31M. The largest seller was Principal Financial Group, cutting an estimated $289M.
- 10 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q3 2022, down from 14 in Q2 2022.
- Funds reported $67.1M of Principal Investment Grade Corporate Active ETF stock for Q3 2022, down 81% quarter-over-quarter.
- 0 funds opened new Principal Investment Grade Corporate Active ETF positions in Q3 2022 and 4 closed out, a net change of -4 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $2.31M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q3 2022 was Principal Financial Group, an estimated $289M sold.
Based on aggregated 13F filings for Q3 2022.