Principal Ultra-Short Active Income ETF
USI was delisted on the 17th of February, 2023.
3 hedge funds and large institutions have $10.3M invested in Principal Ultra-Short Active Income ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
18% less capital invested
Capital invested by funds: $12.5M → $10.3M (-$2.21M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$2.02M |
| 2 |
Jane Street
New York
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $9.97M | – | – | – |
|
|
2
Jane Street
New York
| $285K | -$181K | -7,220 | -39% |
|
|
3
UBS Group
Zurich,
Switzerland
| $36K | +$36.3K | +1,450 | New |
|
|
LWAC
4
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$2.02M | -80,500 | Closed |
|
USI Hedge Fund Activity: Q4 2019 in Review
3 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Principal Ultra-Short Active Income ETF (USI) for Q4 2019, worth a combined $10.3M — down 18% from $12.5M a quarter earlier.
Fund positioning in USI was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $36.3K. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $2.02M sold.
- 3 institutional investors held Principal Ultra-Short Active Income ETF (USI) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $10.3M of Principal Ultra-Short Active Income ETF stock for Q4 2019, down 18% quarter-over-quarter.
- 1 fund opened new Principal Ultra-Short Active Income ETF positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest Principal Ultra-Short Active Income ETF buyer in Q4 2019 was UBS Group, an estimated $36.3K added.
- The largest Principal Ultra-Short Active Income ETF seller in Q4 2019 was Laurel Wealth Advisors (California), an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2019.