Principal Active High Yield ETF
YLD
52 hedge funds and large institutions have $217M invested in Principal Active High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $190M → $217M (+$26.3M)
4% more funds holding
Funds holding: 50 → 52 (+2)
0.32% less ownership
Funds ownership: 81.59% → 81.27% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.68M |
| 2 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$3.69M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.59M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.3M |
| 2 |
AA
AJ Advisors
Nashville,
Tennessee
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.08M |
| 4 |
JP Morgan Chase
New York
|
-$510K |
| 5 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $38 | +$19 | +1 | +100% |
|
52
Morgan Stanley
New York
| $32 | +$19 | +1 | New |
|
|
53
Goldman Sachs
New York
| – | -$5.3M | -271,526 | Closed |
|
|
AA
54
AJ Advisors
Nashville,
Tennessee
| – | -$1.87M | -95,508 | Closed |
|
55
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$310K | -15,860 | Closed |
|
|
WWM
56
Western Wealth Management
Golden,
Colorado
| – | -$294K | -15,031 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$11K | -562 | Closed |
|
|
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$4.32K | -221 | Closed |
|
YLD Hedge Fund Activity: Q4 2024 in Review
52 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q4 2024, worth a combined $217M — up 14% from $190M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new YLD positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.68M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.3M sold.
- 52 institutional investors held Principal Active High Yield ETF (YLD) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $217M of Principal Active High Yield ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 9 funds opened new Principal Active High Yield ETF positions in Q4 2024 and 6 closed out, a net change of +3 holders.
- The largest Principal Active High Yield ETF buyer in Q4 2024 was LPL Financial, an estimated $4.68M added.
- The largest Principal Active High Yield ETF seller in Q4 2024 was Goldman Sachs, an estimated $5.3M sold.
Based on aggregated 13F filings for Q4 2024.