IG icon

Principal Investment Grade Corporate Active ETF

22 hedge funds and large institutions have $112M invested in Principal Investment Grade Corporate Active ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
1
Principal Securities
Iowa
$43.5M +$2.94M +137,445 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.2M +$2.53M +118,419 +6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.5M +$677K +31,630 +6%
WWM
4
Western Wealth Management
Colorado
$3.4M +$3.4M +158,773 New
IWP
5
Insight Wealth Partners
Texas
$3.24M +$1.38M +64,275 +74%
Goldman Sachs
6
Goldman Sachs
New York
$2.65M +$2.65M +123,865 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.15M +$64.8K +3,025 +6%
Jane Street
8
Jane Street
New York
$813K +$342K +15,999 +73%
RJA
9
Raymond James & Associates
Florida
$352K +$127K +5,956 +57%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$331K +$314K +14,660 +1,805%
Bank of America
11
Bank of America
North Carolina
$307K +$3.68K +172 +1%
LI
12
LVZ Inc
Michigan
$302K -$53.9K -2,520 -15%
CC
13
Callan Capital
California
$252K
LPL Financial
14
LPL Financial
California
$207K -$26K -1,215 -11%
Morgan Stanley
15
Morgan Stanley
New York
$52.7K +$31.8K +1,488 +153%
SIS
16
Sound Income Strategies
Florida
$50.2K -$1.97K -92 -4%
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$35K +$35K +1,645 New
SAM
18
Smartleaf Asset Management
Massachusetts
$32.5K -$14.9K -696 -31%
Osaic Holdings
19
Osaic Holdings
Arizona
$32K
CIAS
20
Capital Investment Advisory Services
North Carolina
$31.1K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$12.9K
CA
22
Continuum Advisory
Idaho
$4.85K
Wells Fargo
23
Wells Fargo
California
$6 -$13 -1 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
-$234K -11,453 Closed
CCAL
25
City Center Advisors LLC
Michigan
-$201K -9,736 Closed