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Principal Investment Grade Corporate Active ETF
IG

Overview Fund Activity

20 hedge funds and large institutions have $92M invested in Principal Investment Grade Corporate Active ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Principal Securities
Iowa
+$4.34M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.01M
3
Jane Street
Jane Street
New York
+$3.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$664K

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$3.97M
2
Citadel Advisors
Citadel Advisors
Florida
-$412K
3
LI
LVZ Inc
Michigan
-$99.6K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$73.9K
5
AWS
Atria Wealth Solutions
New York
-$31K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
1
Principal Securities
Iowa
$35.6M +$4.34M +210,185 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.3M +$4.01M +194,265 +13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.6M +$2.93M +142,029 +34%
Jane Street
4
Jane Street
New York
$4.12M +$3.62M +175,290 +721%
IWP
5
Insight Wealth Partners
Texas
$1.7M +$337K +16,292 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$986K +$29.1K +1,409 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$664K +$664K +32,142 New
LI
8
LVZ Inc
Michigan
$359K -$99.6K -4,820 -22%
Bank of America
9
Bank of America
North Carolina
$345K +$116K +5,601 +51%
LPL Financial
10
LPL Financial
California
$316K -$30.9K -1,498 -9%
CC
11
Callan Capital
California
$243K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$228K -$73.9K -3,576 -24%
AWS
13
Atria Wealth Solutions
New York
$218K -$31K -1,500 -12%
CCAL
14
City Center Advisors LLC
Michigan
$201K +$201K +9,736 New
SIS
15
Sound Income Strategies
Florida
$51.4K -$1.84K -89 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$30.9K -$4.71K -228 -13%
CIAS
17
Capital Investment Advisory Services
North Carolina
$30.1K +$30.1K +1,455 New
Morgan Stanley
18
Morgan Stanley
New York
$20.7K -$21.4K -1,035 -51%
UBS Group
19
UBS Group
Switzerland
$13.9K -$558 -27 -4%
CA
20
Continuum Advisory
Idaho
$4.78K +$4.78K +235 New
Wells Fargo
21
Wells Fargo
California
$9 -$14 -1 Closed
WWM
22
Western Wealth Management
Colorado
– -$3.97M -188,973 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$412K -19,637 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
– -$21 -1 Closed