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Principal Investment Grade Corporate Active ETF

21 hedge funds and large institutions have $204M invested in Principal Investment Grade Corporate Active ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $157M → $204M (+$46.5M)

12.2% more ownership

Funds ownership: 124.12%136.32% (+12%)

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$86.9M +$22M +1,049,107 +34%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84.7M +$22.3M +1,059,325 +35%
Raymond James Financial
3
Raymond James Financial
Florida
$19.7M +$1.7M +80,953 +9%
IWP
4
Insight Wealth Partners
Texas
$4.61M +$540K +25,707 +13%
Mariner
5
Mariner
Kansas
$2.25M +$1.18M +56,370 +110%
Goldman Sachs
6
Goldman Sachs
New York
$1.88M +$1.63M +77,736 +627%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.47M +$11K +522 +0.7%
Principal Financial Group
8
Principal Financial Group
Iowa
$981K
LPL Financial
9
LPL Financial
California
$301K -$139K -6,592 -31%
AC
10
AlphaCore Capital
California
$246K +$247K +11,762 New
GIA
11
Gladstone Institutional Advisory
Florida
$203K +$204K +9,708 New
Bank of America
12
Bank of America
North Carolina
$194K +$4.71K +224 +2%
SIS
13
Sound Income Strategies
Florida
$53K -$2.23K -106 -4%
SAM
14
Smartleaf Asset Management
Massachusetts
$31.9K
GRP
15
Global Retirement Partners
California
$28.2K +$1.03K +49 +4%
PTC
16
Private Trust Company
Ohio
$20.9K
UBS Group
17
UBS Group
Switzerland
$19.2K +$19.3K +919 New
PB
18
Pinnacle Bancorp
Nebraska
$272 +$273 +13 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$167
Morgan Stanley
20
Morgan Stanley
New York
$43 +$42 +2 New
Wells Fargo
21
Wells Fargo
California
$19
Jane Street
22
Jane Street
New York
-$745K -35,307 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$573K -27,169 Closed
AWM
24
AE Wealth Management
Kansas
-$81.7K -3,870 Closed

IG Hedge Fund Activity: Q4 2025 in Review

21 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Principal Investment Grade Corporate Active ETF (IG) for Q4 2025, worth a combined $204M — up 30% from $157M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IG positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $22.3M. The largest seller was Jane Street, exiting entirely with an estimated $745K sold.

  • 21 institutional investors held Principal Investment Grade Corporate Active ETF (IG) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $204M of Principal Investment Grade Corporate Active ETF stock for Q4 2025, up 30% quarter-over-quarter.
  • 5 funds opened new Principal Investment Grade Corporate Active ETF positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Principal Investment Grade Corporate Active ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $22.3M added.
  • The largest Principal Investment Grade Corporate Active ETF seller in Q4 2025 was Jane Street, an estimated $745K sold.

Based on aggregated 13F filings for Q4 2025.