IG icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
1
Principal Securities
Iowa
$43.5M +$2.11M +103,826 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.8M +$1.67M +82,019 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$13.7M +$13.7M +673,581 New
IWP
4
Insight Wealth Partners
Texas
$3.22M +$143K +7,015 +5%
Jane Street
5
Jane Street
New York
$1.38M +$606K +29,777 +78%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.12M +$34.7K +1,707 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$958K +$958K +47,103 New
Citadel Advisors
8
Citadel Advisors
Florida
$868K +$868K +42,690 New
Mariner
9
Mariner
Kansas
$641K +$641K +31,538 New
Bank of America
10
Bank of America
North Carolina
$533K +$242K +11,898 +83%
LI
11
LVZ Inc
Michigan
$296K +$8.58K +422 +3%
CC
12
Callan Capital
California
$239K
SIS
13
Sound Income Strategies
Florida
$47.8K +$41 +2 +0.1%
SAM
14
Smartleaf Asset Management
Massachusetts
$34.8K +$3.74K +183 +12%
Morgan Stanley
15
Morgan Stanley
New York
$30.6K -$19.5K -957 -39%
Osaic Holdings
16
Osaic Holdings
Arizona
$18.7K -$11.7K -575 -38%
CA
17
Continuum Advisory
Idaho
$4.78K
CIAS
18
Capital Investment Advisory Services
North Carolina
$3.72K -$25.9K -1,272 -87%
Wells Fargo
19
Wells Fargo
California
$20 +$20 +1 New
WWM
20
Western Wealth Management
Colorado
-$3.4M -158,773 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$2.65M -123,865 Closed
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
-$331K -15,472 Closed
LPL Financial
23
LPL Financial
California
-$207K -9,679 Closed
HGERS
24
Householder Group Estate & Retirement Specialist
Arizona
-$35K -1,645 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$12.9K -604 Closed