Principal Investment Grade Corporate Active ETF
20 hedge funds and large institutions have $111M 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, 4 reducing their positions, and 5 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
11.2% more ownership
Funds ownership: 226.59% → 237.79% (+11%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% less capital invested
Capital invested by funds: $112M → $111M (-$284K)
9% less funds holding
Funds holding: 22 → 20 (-2)
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 |
Goldman Sachs
New York
|
-$2.65M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$388K |
| 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
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2024, worth a combined $111M — down 0.25% from $112M a quarter earlier.
Fund positioning in IG was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 4 trimmed.
The largest buyer was Principal Securities, adding an estimated $2.16M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.65M sold.
- 20 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2024, down from 22 in Q3 2024.
- Funds reported $111M of Principal Investment Grade Corporate Active ETF stock for Q4 2024, down 0.25% quarter-over-quarter.
- 5 funds opened new Principal Investment Grade Corporate Active ETF positions in Q4 2024 and 5 closed out, a net change of 0 holders.
- 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 Goldman Sachs, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2024.