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Principal Active High Yield ETF

61 hedge funds and large institutions have $261M invested in Principal Active High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

7% more funds holding

Funds holding: 5761 (+4)

5% more ownership

Funds ownership: 78.24%83.24% (+5%)

7% less capital invested

Capital invested by funds: $281M → $261M (-$19.7M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.22M +$59.8K +3,164 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.16M +$776K +41,066 +217%
HPC
28
Hobart Private Capital
North Carolina
$1.01M +$14.5K +766 +1%
CIAS
29
Capital Investment Advisory Services
North Carolina
$929K +$165K +8,717 +22%
NB
30
Nicolet Bankshares
Wisconsin
$853K +$832K +44,033 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$820K +$99K +5,237 +14%
KPWS
32
Kestra Private Wealth Services
Texas
$752K +$12.2K +643 +2%
SAM
33
Smartleaf Asset Management
Massachusetts
$620K +$116K +6,125 +24%
MML Investors Services
34
MML Investors Services
Massachusetts
$604K +$240K +12,704 +69%
CW
35
CreativeOne Wealth
Kansas
$598K -$156K -8,257 -21%
BAS
36
Brueske Advisory Services
Washington
$583K +$568K +30,075 New
TWP
37
Tyche Wealth Partners
Texas
$489K +$477K +25,263 New
PI
38
PFG Investments
New York
$481K +$35.5K +1,877 +8%
PAG
39
Private Advisor Group
New Jersey
$480K +$56.7K +3,000 +14%
OPAM
40
Ocean Park Asset Management
California
$419K
MPIA
41
Milestones Private Investment Advisors
New York
$403K +$393K +20,804 New
DC
42
Davenport & Co
Virginia
$401K +$104K +5,527 +36%
EH
43
Equitable Holdings
New York
$341K +$74.1K +3,922 +29%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$295K
OHWA
45
Oak Hill Wealth Advisors
Virginia
$288K -$58.7K -3,105 -17%
VCP
46
Verus Capital Partners
Arizona
$272K +$32.9K +1,741 +14%
Truist Financial
47
Truist Financial
North Carolina
$228K -$10.9K -578 -5%
BAM
48
Belpointe Asset Management
Nevada
$221K +$216K +11,420 New
KAS
49
Kestra Advisory Services
Texas
$218K +$213K +11,258 New
GWSG
50
GPS Wealth Strategies Group
Colorado
$111K

YLD Hedge Fund Activity: Q2 2025 in Review

61 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2025, worth a combined $261M — down 7% from $281M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YLD positions and 8 closed out — a net gain of 4 holders — while 35 added to existing stakes and 9 trimmed.

The largest buyer was Principal Securities, adding an estimated $11.2M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.64M sold.

  • 61 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $261M of Principal Active High Yield ETF stock for Q2 2025, down 7% quarter-over-quarter.
  • 12 funds opened new Principal Active High Yield ETF positions in Q2 2025 and 8 closed out, a net change of +4 holders.
  • The largest Principal Active High Yield ETF buyer in Q2 2025 was Principal Securities, an estimated $11.2M added.
  • The largest Principal Active High Yield ETF seller in Q2 2025 was Empowered Funds, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2025.