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Principal Active High Yield ETF

68 hedge funds and large institutions have $410M invested in Principal Active High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $380M → $410M (+$29.7M)

0.62% more ownership

Funds ownership: 82.65%83.27% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less funds holding

Funds holding: 7168 (-3)

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
17
Closed
10
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$63.3M +$8.84M +464,300 +16%
Principal Financial Group
2
Principal Financial Group
Iowa
$58.9M +$2.52M +132,490 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.8M +$11M +576,698 +25%
Wells Fargo
4
Wells Fargo
California
$28.4M +$13.3M +696,980 +87%
Ameriprise
5
Ameriprise
Minnesota
$28.4M +$339K +17,785 +1%
LPL Financial
6
LPL Financial
California
$25.4M -$468K -24,556 -2%
CWP
7
Cyndeo Wealth Partners
Florida
$20.3M +$1.88M +98,935 +10%
AIP
8
Ameritas Investment Partners
Nebraska
$17.3M +$563K +29,535 +3%
BWG
9
Balanced Wealth Group
Ohio
$15.6M +$2.11M +110,770 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$13.7M +$196K +10,289 +1%
NB
11
Nicolet Bankshares
Wisconsin
$10.5M +$9.37M +491,867 +779%
Stifel Financial
12
Stifel Financial
Missouri
$9.87M +$4.1M +215,414 +71%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.13M +$33K +1,734 +0.4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$6.63M -$1.34M -70,176 -17%
BWP
15
BlueStem Wealth Partners
Minnesota
$5.65M +$336K +17,661 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.58M -$1.46M -76,486 -20%
US Bancorp
17
US Bancorp
Minnesota
$5.21M +$310K +16,265 +6%
ML
18
McAdam LLC
Pennsylvania
$4.19M +$468K +24,565 +12%
MWM
19
Manske Wealth Management
Texas
$3.37M -$11.4K -599 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.39M +$243K +12,767 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.06M -$563K -29,571 -21%
NA
22
NewEdge Advisors
Louisiana
$1.55M -$191K -10,031 -11%
FTS
23
Fifth Third Securities
Ohio
$1.35M +$175K +9,202 +15%
CW
24
CreativeOne Wealth
Kansas
$1.32M +$1.13M +59,514 +593%
CIAS
25
Capital Investment Advisory Services
North Carolina
$1.31M +$196K +10,312 +17%

YLD Hedge Fund Activity: Q1 2026 in Review

68 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2026, worth a combined $410M — up 7.8% from $380M a quarter earlier.

Fund positioning in YLD was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 35 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.3M. The largest seller was Envestnet Portfolio Solutions, exiting entirely with an estimated $3.7M sold.

  • 68 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $410M of Principal Active High Yield ETF stock for Q1 2026, up 7.8% quarter-over-quarter.
  • 10 funds opened new Principal Active High Yield ETF positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest Principal Active High Yield ETF buyer in Q1 2026 was Wells Fargo, an estimated $13.3M added.
  • The largest Principal Active High Yield ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $3.7M sold.

Based on aggregated 13F filings for Q1 2026.