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Principal Active High Yield ETF
YLD

Overview Fund Activity

56 hedge funds and large institutions have $277M invested in Principal Active High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.5M
2
EF
Empowered Funds
Pennsylvania
+$7.64M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5M
4
BWP
BlueStem Wealth Partners
Minnesota
+$3.99M
5
Principal Financial Group
Principal Financial Group
Iowa
+$2.8M

Top Sellers

1
SPG
Strategic Planning Group
Utah
-$20.2M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.34M
3
SL
Systelligence LLC
Minnesota
-$4.12M
4
Raymond James Financial
Raymond James Financial
Florida
-$801K
5
OPS
Orion Portfolio Solutions
Nebraska
-$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
26
Hobart Private Capital
North Carolina
$977K -$310K -16,262 -24%
Stifel Financial
27
Stifel Financial
Missouri
$915K +$213K +11,185 +30%
CIAS
28
Capital Investment Advisory Services
North Carolina
$748K +$591K +31,013 +377%
CW
29
CreativeOne Wealth
Kansas
$745K +$745K +39,118 New
KPWS
30
Kestra Private Wealth Services
Texas
$728K +$2.27K +119 +0.3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K +$173K +9,065 +32%
SAM
32
Smartleaf Asset Management
Massachusetts
$496K +$284K +14,881 +134%
Mariner
33
Mariner
Kansas
$446K +$194K +10,197 +77%
PI
34
PFG Investments
New York
$438K -$1.45K -76 -0.3%
OPAM
35
Ocean Park Asset Management
California
$419K – – –
PAG
36
Private Advisor Group
New Jersey
$415K +$415K +21,800 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$361K +$145K +7,630 +67%
MML Investors Services
38
MML Investors Services
Massachusetts
$352K +$51K +2,678 +17%
OHWA
39
Oak Hill Wealth Advisors
Virginia
$345K +$138K +7,232 +67%
VCP
40
Verus Capital Partners
Arizona
$326K +$326K +17,134 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$290K -$20K -1,050 -6%
DC
42
Davenport & Co
Virginia
$289K +$289K +15,181 New
EH
43
Equitable Holdings
New York
$260K -$141K -7,399 -35%
Truist Financial
44
Truist Financial
North Carolina
$236K -$16.4K -863 -7%
FWM
45
Fortress Wealth Management
California
$196K -$286K -15,007 -59%
PA
46
PSI Advisors
Florida
$111K – – –
GWSG
47
GPS Wealth Strategies Group
Colorado
$109K +$49.2K +2,584 +82%
FCT
48
First Community Trust
Iowa
$80.5K – – –
CIA
49
Cape Investment Advisory
Georgia
$50.1K +$9.24K +485 +23%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
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2
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