Principal Investment Grade Corporate Active ETF
10 hedge funds and large institutions have $19.2M invested in Principal Investment Grade Corporate Active ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5.67% less ownership
Funds ownership: 94.93% → 89.26% (-5.7%)
71% less capital invested
Capital invested by funds: $67.1M → $19.2M (-$47.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$977K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$504K |
| 4 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$305K |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$52.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 3 |
Jane Street
New York
|
-$1.17M |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $13.3M | +$4.68M | +227,426 | +54% |
|
2
Cerity Partners
New York
| $2.82M | +$79.2K | +3,846 | +3% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $969K | +$977K | +47,453 | New |
|
|
IWP
4
Insight Wealth Partners
Plano,
Texas
| $681K | +$305K | +14,820 | +80% |
|
|
SWA
5
Stratos Wealth Advisors
Beachwood,
Ohio
| $500K | +$504K | +24,500 | New |
|
6
LPL Financial
San Diego,
California
| $464K | +$113K | +5,470 | +32% |
|
|
CC
7
Callan Capital
La Jolla,
California
| $240K | +$242K | +11,762 | New |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $78.4K | -$2.59K | -126 | -3% |
|
|
BAM
9
Belpointe Asset Management
Reno,
Nevada
| $58.1K | +$58.6K | +2,845 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $38K | +$6.63K | +322 | +22% |
|
|
11
Principal Financial Group
Des Moines,
Iowa
| – | -$52.2M | -2,550,000 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.41M | -68,963 | Closed |
|
|
13
Jane Street
New York
| – | -$1.17M | -57,127 | Closed |
|
IG Hedge Fund Activity: Q4 2022 in Review
10 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2022, worth a combined $19.2M — down 71% from $67.1M a quarter earlier.
Fund positioning in IG was balanced in Q4 2022: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.68M. The largest seller was Principal Financial Group, exiting entirely with an estimated $52.2M sold.
- 10 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $19.2M of Principal Investment Grade Corporate Active ETF stock for Q4 2022, down 71% quarter-over-quarter.
- 4 funds opened new Principal Investment Grade Corporate Active ETF positions in Q4 2022 and 4 closed out, a net change of 0 holders.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $4.68M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q4 2022 was Principal Financial Group, an estimated $52.2M sold.
Based on aggregated 13F filings for Q4 2022.