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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
SPIA
26
Steward Partners Investment Advisory
New York
$1.26M +$697K +36,577 +122%
AAS
27
Ameritas Advisory Services
Nebraska
$1.23M +$63K +3,309 +5%
SAM
28
Smartleaf Asset Management
Massachusetts
$916K +$171K +8,965 +22%
PAG
29
Private Advisor Group
New Jersey
$888K +$47.6K +2,500 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$837K +$108K +5,651 +15%
HPC
31
Hobart Private Capital
North Carolina
$696K +$1.68K +88 +0.2%
GWM
32
Greenline Wealth Management
Florida
$608K -$64.6K -3,394 -10%
AI
33
Atria Investments
North Carolina
$574K +$64.9K +3,406 +13%
TCG
34
Transcendent Capital Group
Oklahoma
$573K +$320K +16,825 +125%
GFA
35
Gallagher Fiduciary Advisors
Illinois
$563K +$64.9K +3,406 +13%
PI
36
PFG Investments
New York
$541K -$1.94K -102 -0.4%
WWM
37
Western Wealth Management
Colorado
$530K +$533K +27,963 New
Citadel Advisors
38
Citadel Advisors
Florida
$495K -$234K -12,288 -32%
IAA
39
Independent Advisor Alliance
North Carolina
$432K +$434K +22,802 New
IA
40
IFP Advisors
Florida
$425K +$92.1K +4,837 +28%
MPIA
41
Milestones Private Investment Advisors
New York
$402K +$48.7K +2,558 +14%
DC
42
Davenport & Co
Virginia
$396K -$75.6K -3,968 -16%
Mariner
43
Mariner
Kansas
$386K +$388K +20,354 New
Cerity Partners
44
Cerity Partners
New York
$378K +$16.3K +858 +4%
SFGM
45
Stonebridge Financial Group (Missouri)
Missouri
$348K +$61.6K +3,233 +21%
PFS
46
Prospera Financial Services
Texas
$304K +$57 +3 +0%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$281K -$2.86K -150 -1%
ASN
48
Advisory Services Network
Georgia
$280K -$17.9K -939 -6%
BAM
49
Belpointe Asset Management
Nevada
$248K +$5.87K +308 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$240K -$266K -13,976 -52%

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.