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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

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

3% more capital invested

Capital invested by funds: $108M → $112M (+$3.33M)

4.02% less ownership

Funds ownership: 119.75%115.73% (-4%)

5% less funds holding

Funds holding: 1918 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

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
Change in
Stake
PS
1
Principal Securities
Iowa
$43.5M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.2M +$758K +36,892 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$16M +$2.1M +102,055 +15%
IWP
4
Insight Wealth Partners
Texas
$3.58M +$304K +14,786 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M +$42.9K +2,089 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$971K
LPL Financial
7
LPL Financial
California
$850K +$845K +41,146 New
Goldman Sachs
8
Goldman Sachs
New York
$828K +$823K +40,062 New
Mariner
9
Mariner
Kansas
$652K +$62 +3 +0%
Bank of America
10
Bank of America
North Carolina
$529K -$12.7K -618 -2%
CC
11
Callan Capital
California
$243K
SIS
12
Sound Income Strategies
Florida
$46.7K -$1.83K -89 -4%
SAM
13
Smartleaf Asset Management
Massachusetts
$31.4K -$3.76K -183 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$19K
UBS Group
15
UBS Group
Switzerland
$11K +$10.9K +530 New
Morgan Stanley
16
Morgan Stanley
New York
$8.03K -$22.9K -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

IG Hedge Fund Activity: Q1 2025 in Review

18 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q1 2025, worth a combined $112M — up 3.1% from $108M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IG and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.

The largest buyer was Raymond James Financial, adding an estimated $2.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.38M sold.

  • 18 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q1 2025, down from 19 in Q4 2024.
  • Funds reported $112M of Principal Investment Grade Corporate Active ETF stock for Q1 2025, up 3.1% quarter-over-quarter.
  • 3 funds opened new Principal Investment Grade Corporate Active ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q1 2025 was Raymond James Financial, an estimated $2.1M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q1 2025 was Jane Street, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2025.