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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.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
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
$25M +$2.83M +144,051 +13%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.09M +$3.23M +164,006 +66%
Jane Street
3
Jane Street
New York
$3.07M -$1.1M -56,112 -26%
WWM
4
Western Wealth Management
Colorado
$2.92M +$343K +17,427 +13%
IWP
5
Insight Wealth Partners
Texas
$1.11M +$259K +13,188 +31%
CA
6
Claro Advisors
Massachusetts
$636K -$27.1K -1,377 -4%
LI
7
LVZ Inc
Michigan
$615K -$546K -27,769 -47%
Citadel Advisors
8
Citadel Advisors
Florida
$464K +$464K +23,578 New
LPL Financial
9
LPL Financial
California
$365K +$41.8K +2,125 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$336K +$95.7K +4,860 +40%
AWS
11
Atria Wealth Solutions
New York
$313K -$59K -3,000 -16%
Bank of America
12
Bank of America
North Carolina
$260K -$979K -49,743 -79%
CC
13
Callan Capital
California
$231K
Morgan Stanley
14
Morgan Stanley
New York
$118K +$118K +6,015 New
Osaic Holdings
15
Osaic Holdings
Arizona
$65.6K -$492 -25 -0.7%
SIS
16
Sound Income Strategies
Florida
$61.4K -$6.75K -343 -10%
UBS Group
17
UBS Group
Switzerland
$374 -$23.5K -1,196 -98%
Wells Fargo
18
Wells Fargo
California
$2 -$6
Fidelity Investments
19
Fidelity Investments
Massachusetts
-$21 -1 Closed