Principal Active High Yield ETF
YLD
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.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
28% more funds holding
Funds holding: 39 → 50 (+11)
12% more capital invested
Capital invested by funds: $169M → $190M (+$21.1M)
2.25% more ownership
Funds ownership: 79.34% → 81.59% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$6.66M |
| 2 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$6.44M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.09M |
| 4 |
Goldman Sachs
New York
|
+$5.24M |
| 5 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$10.8M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$4.86M |
| 3 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$1.95M |
| 4 |
CPCP
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
-$1.36M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$756K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
RWA
52
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$10.8M | -568,528 | Closed |
|
53
Morgan Stanley
New York
| – | -$29 | -1 | Closed |
|
YLD Hedge Fund Activity: Q3 2024 in Review
50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q3 2024, worth a combined $190M — up 12% from $169M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new YLD positions and 2 closed out — a net gain of 11 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Principal Securities, adding an estimated $6.66M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $10.8M sold.
- 50 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2024, up from 39 in Q2 2024.
- Funds reported $190M of Principal Active High Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 13 funds opened new Principal Active High Yield ETF positions in Q3 2024 and 2 closed out, a net change of +11 holders.
- The largest Principal Active High Yield ETF buyer in Q3 2024 was Principal Securities, an estimated $6.66M added.
- The largest Principal Active High Yield ETF seller in Q3 2024 was Redhawk Wealth Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2024.