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Principal Investment Grade Corporate Active ETF
IG

Overview Fund Activity

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
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
–

Top Buyers

1
PS
Principal Securities
Iowa
$53.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.6M
3
Jane Street
Jane Street
New York
$575K
4
Citadel Advisors
Citadel Advisors
Florida
$364K
5
GIA
Gladstone Institutional Advisory
Florida
$249K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Bank of America
Bank of America
North Carolina
$255K
3
UBS Group
UBS Group
Switzerland
$4.27K
4
CA
Continuum Advisory
Idaho
$0
5
SIS
Sound Income Strategies
Florida
$46.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
1
Principal Securities
Iowa
$53.2M +$8.74M +420,214 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.6M +$7.05M +338,708 +16%
Raymond James Financial
3
Raymond James Financial
Florida
$16.3M +$132K +6,366 +0.8%
IWP
4
Insight Wealth Partners
Texas
$3.83M +$229K +11,007 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M +$17.1K +822 +1%
Principal Financial Group
6
Principal Financial Group
Iowa
$976K – – –
LPL Financial
7
LPL Financial
California
$858K +$1.98K +95 +0.2%
Mariner
8
Mariner
Kansas
$656K +$83 +4 +0%
Jane Street
9
Jane Street
New York
$575K +$575K +27,624 New
Citadel Advisors
10
Citadel Advisors
Florida
$364K +$364K +17,491 New
Bank of America
11
Bank of America
North Carolina
$255K -$278K -13,341 -52%
GIA
12
Gladstone Institutional Advisory
Florida
$249K +$249K +11,950 New
SIS
13
Sound Income Strategies
Florida
$46.1K -$895 -43 -2%
SAM
14
Smartleaf Asset Management
Massachusetts
$35.3K +$3.87K +187 +12%
HFS
15
Hantz Financial Services
Michigan
$21K +$21K +1,000 New
PTC
16
Private Trust Company
Ohio
$20.8K +$20.8K +1,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$18.7K – – –
Morgan Stanley
18
Morgan Stanley
New York
$8.15K +$63 +3 +0.8%
CIAS
19
Capital Investment Advisory Services
North Carolina
$6.49K +$6.49K +312 New
UBS Group
20
UBS Group
Switzerland
$4.27K -$6.76K -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