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Principal Active High Yield ETF
YLD

Overview Fund Activity

51 hedge funds and large institutions have $213M invested in Principal Active High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
29
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.62M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
+$3.64M
3
Principal Financial Group
Principal Financial Group
Iowa
+$3.59M
4
Wells Fargo
Wells Fargo
California
+$3.54M
5
PS
Principal Securities
Iowa
+$2.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$5.3M
2
AA
AJ Advisors
Tennessee
-$1.87M
3
Jane Street
Jane Street
New York
-$1.07M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$503K
5
FWM
Fortress Wealth Management
California
-$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$487K -$1.07M -55,703 -69%
FWM
27
Fortress Wealth Management
California
$485K -$310K -16,168 -39%
PI
28
PFG Investments
New York
$442K +$14.4K +753 +3%
OPAM
29
Ocean Park Asset Management
California
$422K – – –
EH
30
Equitable Holdings
New York
$404K +$40K +2,088 +11%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$312K -$84.5K -4,404 -21%
MML Investors Services
32
MML Investors Services
Massachusetts
$303K +$38.9K +2,028 +15%
Truist Financial
33
Truist Financial
North Carolina
$254K -$90.5K -4,717 -26%
Mariner
34
Mariner
Kansas
$253K +$253K +13,193 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$217K +$22.8K +1,193 +12%
SAM
36
Smartleaf Asset Management
Massachusetts
$213K +$84.5K +4,405 +66%
OHWA
37
Oak Hill Wealth Advisors
Virginia
$209K +$209K +10,875 New
TA
38
TFB Advisors
Kansas
$195K +$195K +10,185 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$158K +$112K +5,826 +242%
GRP
40
Global Retirement Partners
California
$134K +$19K +988 +16%
PA
41
PSI Advisors
Florida
$112K – – –
FCT
42
First Community Trust
Iowa
$81K – – –
GWSG
43
GPS Wealth Strategies Group
Colorado
$60.5K +$14.9K +775 +33%
CIA
44
Cape Investment Advisory
Georgia
$41.2K +$5.47K +285 +15%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$41K +$41K +2,128 New
Comerica Bank
46
Comerica Bank
Texas
$24.1K – – –
HI
47
Harbour Investments
Wisconsin
$6.31K +$1.52K +79 +32%
AssetMark Inc
48
AssetMark Inc
California
$6K +$6K +313 New
TRCT
49
Tower Research Capital (TRC)
New York
$77 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$38 +$19 +1 +100%
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