Principal Investment Grade Corporate Active ETF
19 hedge funds and large institutions have $108M invested in Principal Investment Grade Corporate Active ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $112M → $108M (-$3.13M)
4.33% less ownership
Funds ownership: 124.08% → 119.75% (-4.3%)
14% less funds holding
Funds holding: 22 → 19 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.16M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.71M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$981K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$889K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$3.4M |
| 2 |
Goldman Sachs
New York
|
-$2.65M |
| 3 |
JP Morgan Chase
New York
|
-$331K |
| 4 |
LPL Financial
San Diego,
California
|
-$207K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$35K |
IG Hedge Fund Activity: Q4 2024 in Review
19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2024, worth a combined $108M — down 2.8% from $112M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IG and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.
The largest buyer was Principal Securities, adding an estimated $2.16M. The largest seller was Western Wealth Management, exiting entirely with an estimated $3.4M sold.
- 19 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2024, down from 22 in Q3 2024.
- Funds reported $108M of Principal Investment Grade Corporate Active ETF stock for Q4 2024, down 2.8% quarter-over-quarter.
- 5 funds opened new Principal Investment Grade Corporate Active ETF positions in Q4 2024 and 6 closed out, a net change of -1 holder.
- The largest Principal Investment Grade Corporate Active ETF buyer in Q4 2024 was Principal Securities, an estimated $2.16M added.
- The largest Principal Investment Grade Corporate Active ETF seller in Q4 2024 was Western Wealth Management, an estimated $3.4M sold.
Based on aggregated 13F filings for Q4 2024.