We are live on ! Find out more
IG icon

Principal Investment Grade Corporate Active ETF

23 hedge funds and large institutions have $93.3M invested in Principal Investment Grade Corporate Active ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more funds holding

Funds holding: 2023 (+3)

1% more capital invested

Capital invested by funds: $92M → $93.3M (+$1.31M)

4.89% less ownership

Funds ownership: 120.33%115.44% (-4.9%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$38.8M +$3.58M +175,812 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.9M +$3.01M +148,165 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.3M -$198K -9,742 -2%
IWP
4
Insight Wealth Partners
Texas
$1.78M +$98.3K +4,835 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M +$57.7K +2,835 +6%
Jane Street
6
Jane Street
New York
$450K -$3.61M -177,598 -89%
LI
7
LVZ Inc
Michigan
$340K -$14.9K -735 -4%
Bank of America
8
Bank of America
North Carolina
$290K -$51.6K -2,537 -15%
CC
9
Callan Capital
California
$241K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$234K +$8.64K +425 +4%
LPL Financial
11
LPL Financial
California
$223K -$89.4K -4,398 -29%
RJA
12
Raymond James & Associates
Florida
$215K +$214K +10,500 New
CCAL
13
City Center Advisors LLC
Michigan
$201K
SIS
14
Sound Income Strategies
Florida
$49.9K -$997 -49 -2%
SAM
15
Smartleaf Asset Management
Massachusetts
$45.5K +$45K +2,215 New
Osaic Holdings
16
Osaic Holdings
Arizona
$30.6K
CIAS
17
Capital Investment Advisory Services
North Carolina
$29.8K
Morgan Stanley
18
Morgan Stanley
New York
$19.9K -$549 -27 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.6K +$16.5K +812 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$12.4K +$12.3K +604 New
CA
21
Continuum Advisory
Idaho
$4.81K
UBS Group
22
UBS Group
Switzerland
$1.27K -$12.5K -613 -91%
Wells Fargo
23
Wells Fargo
California
$13 +$20 +1 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$664K -32,142 Closed
AWS
25
Atria Wealth Solutions
New York
-$218K -10,575 Closed

IG Hedge Fund Activity: Q2 2024 in Review

23 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q2 2024, worth a combined $93.3M — up 1.4% from $92M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IG positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Principal Securities, adding an estimated $3.58M. The largest seller was Jane Street, cutting an estimated $3.61M.

  • 23 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $93.3M of Principal Investment Grade Corporate Active ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 5 funds opened new Principal Investment Grade Corporate Active ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q2 2024 was Principal Securities, an estimated $3.58M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q2 2024 was Jane Street, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2024.