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Principal Investment Grade Corporate Active ETF
IG

Overview Fund Activity

20 hedge funds and large institutions have $81.5M invested in Principal Investment Grade Corporate Active ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$972K
3
WWM
Western Wealth Management
Colorado
$3.97M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.84M
5
IWP
Insight Wealth Partners
Texas
$1.38M

Top Sellers

1
Jane Street
Jane Street
New York
$510K
2
CA
Claro Advisors
Massachusetts
$0
3
LI
LVZ Inc
Michigan
$466K
4
Morgan Stanley
Morgan Stanley
New York
$42.8K
5
Citadel Advisors
Citadel Advisors
Florida
$412K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.7M +$5.06M +241,247 +19%
PS
2
Principal Securities
Iowa
$31.7M +$31.7M +1,510,652 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.84M +$210K +10,004 +2%
WWM
4
Western Wealth Management
Colorado
$3.97M +$855K +40,749 +27%
IWP
5
Insight Wealth Partners
Texas
$1.38M +$203K +9,668 +17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$972K +$972K +46,309 New
Jane Street
7
Jane Street
New York
$510K -$2.76M -131,688 -84%
LI
8
LVZ Inc
Michigan
$466K -$190K -9,051 -29%
Citadel Advisors
9
Citadel Advisors
Florida
$412K -$82.7K -3,941 -17%
LPL Financial
10
LPL Financial
California
$352K -$37.3K -1,776 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$307K -$51.6K -2,453 -14%
AWS
12
Atria Wealth Solutions
New York
$254K -$80.6K -3,825 -24%
CC
13
Callan Capital
California
$247K – – –
Bank of America
14
Bank of America
North Carolina
$233K -$44.9K -2,140 -16%
SIS
15
Sound Income Strategies
Florida
$54.1K -$11.4K -543 -17%
Morgan Stanley
16
Morgan Stanley
New York
$42.8K -$83.6K -3,979 -66%
Osaic Holdings
17
Osaic Holdings
Arizona
$36.2K -$33.9K -1,612 -48%
UBS Group
18
UBS Group
Switzerland
$14.7K +$14.3K +683 +3,595%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$21 +$21 +1 New
Wells Fargo
20
Wells Fargo
California
$14 +$14 +1 New
CA
21
Claro Advisors
Massachusetts
– -$636K -32,306 Closed