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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
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
Shares
Change %
PS
1
Principal Securities
Iowa
$38.8M +$3.6M +175,812 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.9M +$3.03M +148,165 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.3M -$199K -9,742 -2%
IWP
4
Insight Wealth Partners
Texas
$1.78M +$98.9K +4,835 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M +$58K +2,835 +6%
Jane Street
6
Jane Street
New York
$450K -$3.63M -177,598 -89%
LI
7
LVZ Inc
Michigan
$340K -$15K -735 -4%
Bank of America
8
Bank of America
North Carolina
$290K -$51.9K -2,537 -15%
CC
9
Callan Capital
California
$241K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$234K +$8.68K +425 +4%
LPL Financial
11
LPL Financial
California
$223K -$90K -4,398 -29%
RJA
12
Raymond James & Associates
Florida
$215K +$215K +10,500 New
CCAL
13
City Center Advisors LLC
Michigan
$201K
SIS
14
Sound Income Strategies
Florida
$49.9K -$1K -49 -2%
SAM
15
Smartleaf Asset Management
Massachusetts
$45.5K +$45.5K +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 -$552 -27 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$16.6K +$16.6K +812 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$12.4K +$12.4K +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 +$13 +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