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Principal Active High Yield ETF
YLD

Overview Fund Activity

51 hedge funds and large institutions have $213M invested in Principal Active High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
29
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.62M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
+$3.64M
3
Principal Financial Group
Principal Financial Group
Iowa
+$3.59M
4
Wells Fargo
Wells Fargo
California
+$3.54M
5
PS
Principal Securities
Iowa
+$2.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$5.3M
2
AA
AJ Advisors
Tennessee
-$1.87M
3
Jane Street
Jane Street
New York
-$1.07M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$503K
5
FWM
Fortress Wealth Management
California
-$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$32 +$32 +1 New
Goldman Sachs
52
Goldman Sachs
New York
– -$5.3M -271,526 Closed
AA
53
AJ Advisors
Tennessee
– -$1.87M -95,508 Closed
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
– -$310K -15,860 Closed
WWM
55
Western Wealth Management
Colorado
– -$294K -15,031 Closed
UBS Group
56
UBS Group
Switzerland
– -$11K -562 Closed
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.32K -221 Closed
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