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Principal Investment Grade Corporate Active ETF

14 hedge funds and large institutions have $33.3M invested in Principal Investment Grade Corporate Active ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.7M +$5.02M +239,086 +37%
Cerity Partners
2
Cerity Partners
New York
$4.1M +$1.24M +59,498 +44%
Jane Street
3
Jane Street
New York
$3.41M +$3.41M +162,669 New
Bank of America
4
Bank of America
North Carolina
$2.25M +$1.25M +59,601 +126%
WWM
5
Western Wealth Management
Colorado
$1.98M +$1.98M +94,271 New
IWP
6
Insight Wealth Partners
Texas
$854K +$153K +7,301 +22%
CA
7
Claro Advisors
Massachusetts
$715K +$715K +34,051 New
LPL Financial
8
LPL Financial
California
$476K -$861 -41 -0.2%
AWS
9
Atria Wealth Solutions
New York
$397K +$397K +18,900 New
CC
10
Callan Capital
California
$247K
BAM
11
Belpointe Asset Management
Nevada
$76.2K +$16.5K +785 +28%
SIS
12
Sound Income Strategies
Florida
$75.5K -$5.16K -246 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$31.4K -$6.76K -322 -18%
UBS Group
14
UBS Group
Switzerland
$15.8K +$15.8K +755 New
Wells Fargo
15
Wells Fargo
California
$7
SWA
16
Stratos Wealth Advisors
Ohio
-$500K -24,500 Closed