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Principal Investment Grade Corporate Active ETF

18 hedge funds and large institutions have $112M invested in Principal Investment Grade Corporate Active ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
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
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.2M +$763K +36,892 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$16M +$2.11M +102,055 +15%
IWP
4
Insight Wealth Partners
Texas
$3.58M +$306K +14,786 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M +$43.2K +2,089 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$971K
LPL Financial
7
LPL Financial
California
$850K +$850K +41,146 New
Goldman Sachs
8
Goldman Sachs
New York
$828K +$828K +40,062 New
Mariner
9
Mariner
Kansas
$652K +$62 +3 +0%
Bank of America
10
Bank of America
North Carolina
$529K -$12.8K -618 -2%
CC
11
Callan Capital
California
$243K
SIS
12
Sound Income Strategies
Florida
$46.7K -$1.84K -89 -4%
SAM
13
Smartleaf Asset Management
Massachusetts
$31.4K -$3.78K -183 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$19K
UBS Group
15
UBS Group
Switzerland
$11K +$11K +530 New
Morgan Stanley
16
Morgan Stanley
New York
$8.03K -$23.1K -1,117 -74%
CA
17
Continuum Advisory
Idaho
$4.86K
Wells Fargo
18
Wells Fargo
California
$12
Jane Street
19
Jane Street
New York
-$1.38M -67,783 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$868K -42,690 Closed
LI
21
LVZ Inc
Michigan
-$296K -14,543 Closed
CIAS
22
Capital Investment Advisory Services
North Carolina
-$3.72K -183 Closed