Principal Investment Grade Corporate Active ETF
17 hedge funds and large institutions have $43.7M invested in Principal Investment Grade Corporate Active ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
7% more capital invested
Capital invested by funds: $40.8M → $43.7M (+$2.86M)
6% more funds holding
Funds holding: 16 → 17 (+1)
17.95% less ownership
Funds ownership: 86.23% → 68.27% (-18%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.31M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$476K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$352K |
| 5 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$560K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$60.5K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$27.8K |
IG Hedge Fund Activity: Q3 2023 in Review
17 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q3 2023, worth a combined $43.7M — up 7% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IG positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.31M. The largest seller was Jane Street, cutting an estimated $1.13M.
- 17 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $43.7M of Principal Investment Grade Corporate Active ETF stock for Q3 2023, up 7% quarter-over-quarter.
- 2 funds opened new Principal Investment Grade Corporate Active ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $3.31M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q3 2023 was Jane Street, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2023.