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Principal Investment Grade Corporate Active ETF

19 hedge funds and large institutions have $157M invested in Principal Investment Grade Corporate Active ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

22% more capital invested

Capital invested by funds: $129M → $157M (+$27.9M)

2.35% more ownership

Funds ownership: 121.77%124.12% (+2.4%)

10% less funds holding

Funds holding: 2119 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$65.6M +$11.5M +550,679 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$63.2M +$11.8M +566,045 +23%
Raymond James Financial
3
Raymond James Financial
Florida
$18.2M +$1.69M +81,107 +10%
IWP
4
Insight Wealth Partners
Texas
$4.11M +$225K +10,789 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.47M +$238K +11,449 +20%
Mariner
6
Mariner
Kansas
$1.09M +$415K +19,912 +63%
Principal Financial Group
7
Principal Financial Group
Iowa
$991K
Jane Street
8
Jane Street
New York
$745K +$160K +7,683 +28%
Citadel Advisors
9
Citadel Advisors
Florida
$573K +$202K +9,678 +55%
LPL Financial
10
LPL Financial
California
$443K -$422K -20,246 -49%
Goldman Sachs
11
Goldman Sachs
New York
$262K +$258K +12,401 New
Bank of America
12
Bank of America
North Carolina
$192K -$66.2K -3,181 -26%
AWM
13
AE Wealth Management
Kansas
$81.7K +$80.6K +3,870 New
SIS
14
Sound Income Strategies
Florida
$55.3K +$8.75K +420 +19%
SAM
15
Smartleaf Asset Management
Massachusetts
$32.1K -$3.81K -183 -11%
GRP
16
Global Retirement Partners
California
$27.4K +$27.1K +1,300 New
PTC
17
Private Trust Company
Ohio
$21.1K
CIAS
18
Capital Investment Advisory Services
North Carolina
$169 -$6.33K -304 -97%
Wells Fargo
19
Wells Fargo
California
$15
GIA
20
Gladstone Institutional Advisory
Florida
-$249K -11,950 Closed
HFS
21
Hantz Financial Services
Michigan
-$21K -1,000 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$19.1K -919 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$8.15K -391 Closed
UBS Group
24
UBS Group
Switzerland
-$4.27K -205 Closed

IG Hedge Fund Activity: Q3 2025 in Review

19 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q3 2025, worth a combined $157M — up 22% from $129M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IG and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Envestnet Asset Management, adding an estimated $11.8M. The largest seller was LPL Financial, cutting an estimated $422K.

  • 19 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q3 2025, down from 21 in Q2 2025.
  • Funds reported $157M of Principal Investment Grade Corporate Active ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 3 funds opened new Principal Investment Grade Corporate Active ETF positions in Q3 2025 and 5 closed out, a net change of -2 holders.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $11.8M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q3 2025 was LPL Financial, an estimated $422K sold.

Based on aggregated 13F filings for Q3 2025.