Principal Ultra-Short Active Income ETF
USI was delisted on the 17th of February, 2023.
4 hedge funds and large institutions have $6.02M invested in Principal Ultra-Short Active Income ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
4% less capital invested
Capital invested by funds: $6.24M → $6.02M (-$223K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$1.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $4.93M | – | – | – |
|
|
2
Jane Street
New York
| $1.09M | -$215K | -8,722 | -17% |
|
|
LWM
3
Liberty Wealth Management
Oakland,
California
| $1K | +$1.04K | +42 | New |
|
USI Hedge Fund Activity: Q3 2021 in Review
4 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Principal Ultra-Short Active Income ETF (USI) for Q3 2021, worth a combined $6.02M — down 3.6% from $6.24M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new USI positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $1.04K. The largest seller was Jane Street, cutting an estimated $215K.
- 4 institutional investors held Principal Ultra-Short Active Income ETF (USI) as of Q3 2021, up from 3 in Q2 2021.
- Funds reported $6.02M of Principal Ultra-Short Active Income ETF stock for Q3 2021, down 3.6% quarter-over-quarter.
- 1 fund opened new Principal Ultra-Short Active Income ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
- The largest Principal Ultra-Short Active Income ETF buyer in Q3 2021 was Liberty Wealth Management, an estimated $1.04K added.
- The largest Principal Ultra-Short Active Income ETF seller in Q3 2021 was Jane Street, an estimated $215K sold.
Based on aggregated 13F filings for Q3 2021.