We are live on ! Find out more
YLD icon

Principal Active High Yield ETF

68 hedge funds and large institutions have $410M invested in Principal Active High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $380M → $410M (+$29.7M)

0.62% more ownership

Funds ownership: 82.65%83.27% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less funds holding

Funds holding: 7168 (-3)

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
17
Closed
10
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
51
Verus Capital Partners
Arizona
$221K
Truist Financial
52
Truist Financial
North Carolina
$217K -$3.07K -161 -1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$191K +$192K +10,070 New
AGWCA
54
Annis Gardner Whiting Capital Advisors
Florida
$159K +$24.1K +1,267 +18%
FFA
55
Farther Finance Advisors
California
$72.4K -$6.29K -330 -8%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$61.6K +$61.9K +3,248 New
IAIM
57
International Assets Investment Management
Florida
$39.3K +$39.7K +2,085 New
BW
58
Basepoint Wealth
Iowa
$27.6K +$27.8K +1,458 New
FCT
59
First Community Trust
Iowa
$25.4K
AWM
60
AE Wealth Management
Kansas
$23.6K +$23.7K +1,243 New
CA
61
CoreCap Advisors
Michigan
$17.1K
IWP
62
IAG Wealth Partners
Wisconsin
$14.6K +$14.6K +769 New
UBS Group
63
UBS Group
Switzerland
$5K +$5.03K +264 New
Morgan Stanley
64
Morgan Stanley
New York
$1.92K
HI
65
Harbour Investments
Wisconsin
$1.5K -$4.76K -250 -76%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$190
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$133 -$2.8K -147 -95%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$29
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
-$3.7M -194,512 Closed
CPCP
70
Cedar Point Capital Partners
Iowa
-$3.06M -161,106 Closed
Jane Street
71
Jane Street
New York
-$2.99M -157,285 Closed
EWM
72
Elevatus Welath Management
New York
-$2.03M -107,017 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$1.98M -104,189 Closed
AA
74
AJ Advisors
Tennessee
-$1.41M -74,021 Closed
KPWS
75
Kestra Private Wealth Services
Texas
-$342K -18,001 Closed

YLD Hedge Fund Activity: Q1 2026 in Review

68 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2026, worth a combined $410M — up 7.8% from $380M a quarter earlier.

Fund positioning in YLD was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 35 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.3M. The largest seller was Envestnet Portfolio Solutions, exiting entirely with an estimated $3.7M sold.

  • 68 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $410M of Principal Active High Yield ETF stock for Q1 2026, up 7.8% quarter-over-quarter.
  • 10 funds opened new Principal Active High Yield ETF positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest Principal Active High Yield ETF buyer in Q1 2026 was Wells Fargo, an estimated $13.3M added.
  • The largest Principal Active High Yield ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $3.7M sold.

Based on aggregated 13F filings for Q1 2026.