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Principal Active High Yield ETF
YLD

Overview Fund Activity

50 hedge funds and large institutions have $190M invested in Principal Active High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Principal Securities
Iowa
+$6.75M
2
SPG
Strategic Planning Group
Utah
+$6.52M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.17M
4
Goldman Sachs
Goldman Sachs
New York
+$5.3M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
+$1.73M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$10.8M
2
NAS
Nicolet Advisory Services
Wisconsin
-$4.91M
3
FWM
Fortress Wealth Management
California
-$1.98M
4
CPCP
Cedar Point Capital Partners
Iowa
-$1.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$765K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$546K +$546K +27,936 New
PI
27
PFG Investments
New York
$435K +$435K +22,290 New
OPAM
28
Ocean Park Asset Management
California
$429K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$404K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$373K -$765K -39,214 -67%
EH
31
Equitable Holdings
New York
$371K -$38.6K -1,976 -9%
Truist Financial
32
Truist Financial
North Carolina
$350K -$570K -29,161 -62%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$310K -$5.1K -261 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$299K -$161K -8,256 -35%
WWM
35
Western Wealth Management
Colorado
$294K +$294K +15,031 New
MML Investors Services
36
MML Investors Services
Massachusetts
$269K +$269K +13,771 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$198K +$198K +10,138 New
SAM
38
Smartleaf Asset Management
Massachusetts
$132K +$37.6K +1,917 +40%
GRP
39
Global Retirement Partners
California
$117K +$48.4K +2,479 +71%
PA
40
PSI Advisors
Florida
$114K -$30.3K -1,550 -21%
FCT
41
First Community Trust
Iowa
$82.5K +$82.5K +4,225 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$47.1K +$25.9K +1,325 +122%
GWSG
43
GPS Wealth Strategies Group
Colorado
$46.5K – – –
CIA
44
Cape Investment Advisory
Georgia
$36.4K +$36.4K +1,862 New
Comerica Bank
45
Comerica Bank
Texas
$24.5K +$371 +19 +2%
UBS Group
46
UBS Group
Switzerland
$11K +$11K +562 New
HI
47
Harbour Investments
Wisconsin
$4.88K – – –
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.32K +$4.32K +221 New
TRCT
49
Tower Research Capital (TRC)
New York
$78 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$20 -$40 -2 -67%
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