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Principal Active High Yield ETF
YLD

37 hedge funds and large institutions have $136M invested in Principal Active High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $121M → $136M (+$14.9M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.99% less ownership

Funds ownership: 81.67% → 79.68% (-2%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.57M
2
Truist Financial
Truist Financial
North Carolina
+$2.47M
3
SPG
Strategic Planning Group
Utah
+$2.24M
4
PS
Principal Securities
Iowa
+$1.73M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$912K
2
FFN
Focus Financial Network
Minnesota
-$516K
3
BCI
Brinker Capital Investments
Pennsylvania
-$89.5K
4
OPS
Orion Portfolio Solutions
Nebraska
-$89.5K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$81.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
26
GTS Securities
New York
$216K -$28.5K -1,502 -12%
EH
27
Equitable Holdings
New York
$204K +$202K +10,650 New
PA
28
PSI Advisors
Florida
$201K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$155K -$24.3K -1,280 -14%
SAM
30
Smartleaf Asset Management
Massachusetts
$104K +$30.9K +1,628 +43%
GWSG
31
GPS Wealth Strategies Group
Colorado
$49.8K +$49.3K +2,600 New
IGWM
32
ICA Group Wealth Management
Colorado
$32.6K +$1.9K +100 +6%
Comerica Bank
33
Comerica Bank
Texas
$23.7K +$701 +37 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$21K +$20.8K +1,097 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$20.2K +$19.9K +1,052 New
HI
36
Harbour Investments
Wisconsin
$4.79K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$77 – – –
Wells Fargo
38
Wells Fargo
California
$8 -$19 -1 Closed
FFN
39
Focus Financial Network
Minnesota
– -$516K -27,203 Closed
LA
40
LM Advisors
California
– -$18.9K -1,000 Closed
Morgan Stanley
41
Morgan Stanley
New York
– -$1.66K -86 Closed
1
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YLD Hedge Fund Activity: Q1 2024 in Review

37 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2024, worth a combined $136M — up 12% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new YLD positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.57M. The largest seller was Jane Street, cutting an estimated $912K.

  • 37 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $136M of Principal Active High Yield ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 6 funds opened new Principal Active High Yield ETF positions in Q1 2024 and 4 closed out, a net change of +2 holders.
  • The largest Principal Active High Yield ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $2.57M added.
  • The largest Principal Active High Yield ETF seller in Q1 2024 was Jane Street, an estimated $912K sold.

Based on aggregated 13F filings for Q1 2024.