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Principal Investment Grade Corporate Active ETF

21 hedge funds and large institutions have $129M invested in Principal Investment Grade Corporate Active ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

17% more funds holding

Funds holding: 1821 (+3)

16% more capital invested

Capital invested by funds: $112M → $129M (+$17.5M)

6.04% more ownership

Funds ownership: 115.73%121.77% (+6%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$53.2M +$8.57M +420,214 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.6M +$6.91M +338,708 +16%
Raymond James Financial
3
Raymond James Financial
Florida
$16.3M +$130K +6,366 +0.8%
IWP
4
Insight Wealth Partners
Texas
$3.83M +$225K +11,007 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M +$16.8K +822 +1%
Principal Financial Group
6
Principal Financial Group
Iowa
$976K
LPL Financial
7
LPL Financial
California
$858K +$1.94K +95 +0.2%
Mariner
8
Mariner
Kansas
$656K +$82 +4 +0%
Jane Street
9
Jane Street
New York
$575K +$564K +27,624 New
Citadel Advisors
10
Citadel Advisors
Florida
$364K +$357K +17,491 New
Bank of America
11
Bank of America
North Carolina
$255K -$272K -13,341 -52%
GIA
12
Gladstone Institutional Advisory
Florida
$249K +$244K +11,950 New
SIS
13
Sound Income Strategies
Florida
$46.1K -$877 -43 -2%
SAM
14
Smartleaf Asset Management
Massachusetts
$35.3K +$3.81K +187 +12%
HFS
15
Hantz Financial Services
Michigan
$21K +$20.4K +1,000 New
PTC
16
Private Trust Company
Ohio
$20.8K +$20.4K +1,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$19.1K
Morgan Stanley
18
Morgan Stanley
New York
$8.15K +$61 +3 +0.8%
CIAS
19
Capital Investment Advisory Services
North Carolina
$6.49K +$6.37K +312 New
UBS Group
20
UBS Group
Switzerland
$4.27K -$6.63K -325 -61%
Wells Fargo
21
Wells Fargo
California
$15
Goldman Sachs
22
Goldman Sachs
New York
-$828K -40,062 Closed
CA
23
Continuum Advisory
Idaho
-$4.86K -235 Closed

IG Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q2 2025, worth a combined $129M — up 16% from $112M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IG positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Principal Securities, adding an estimated $8.57M. The largest seller was Goldman Sachs, exiting entirely with an estimated $828K sold.

  • 21 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $129M of Principal Investment Grade Corporate Active ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 6 funds opened new Principal Investment Grade Corporate Active ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q2 2025 was Principal Securities, an estimated $8.57M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q2 2025 was Goldman Sachs, an estimated $828K sold.

Based on aggregated 13F filings for Q2 2025.