We are live on ! Find out more
YLD icon

Principal Active High Yield ETF
YLD

68 hedge funds and large institutions have $334M invested in Principal Active High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $261M → $334M (+$73.5M)

11% more funds holding

Funds holding: 61 → 68 (+7)

0.3% less ownership

Funds ownership: 83.24% → 82.94% (-0.3%)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$20.4M
2
PS
Principal Securities
Iowa
+$12.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M
4
Wells Fargo
Wells Fargo
California
+$7.9M
5
LPL Financial
LPL Financial
California
+$5.6M

Top Sellers

1
LC
Legacy CG
Texas
-$6.28M
2
Goldman Sachs
Goldman Sachs
New York
-$1.47M
3
AAS
Ameritas Advisory Services
Nebraska
-$582K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$476K
5
OPAM
Ocean Park Asset Management
California
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$240K +$17.9K +927 +8%
EWM
52
Elevatus Welath Management
New York
$206K +$204K +10,581 New
KAS
53
Kestra Advisory Services
Texas
$200K -$19.2K -997 -9%
ASN
54
Advisory Services Network
Georgia
$173K +$171K +8,876 New
AGWCA
55
Annis Gardner Whiting Capital Advisors
Florida
$138K +$137K +7,103 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$112K – – –
IA
57
IFP Advisors
Florida
$104K +$103K +5,339 New
PTC
58
Private Trust Company
Ohio
$102K – – –
GRP
59
Global Retirement Partners
California
$93.8K +$1.16K +60 +1%
FCT
60
First Community Trust
Iowa
$41.1K – – –
CIA
61
Cape Investment Advisory
Georgia
$36.2K -$20.6K -1,067 -36%
UBS Group
62
UBS Group
Switzerland
$31.2K +$31K +1,605 New
Comerica Bank
63
Comerica Bank
Texas
$25K – – –
CA
64
CoreCap Advisors
Michigan
$10.9K – – –
HI
65
Harbour Investments
Wisconsin
$6.4K – – –
KPP
66
Kings Path Partners
Texas
$5.83K +$5.79K +300 New
Morgan Stanley
67
Morgan Stanley
New York
$2.94K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$28 – – –
LC
69
Legacy CG
Texas
– -$6.28M -324,134 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$1.47M -75,864 Closed
OPAM
71
Ocean Park Asset Management
California
– -$419K -21,978 Closed
Jones Financial Companies
72
Jones Financial Companies
Missouri
– -$2.18K -113 Closed
1 2
3

YLD Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q3 2025, worth a combined $334M — up 28% from $261M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YLD positions and 4 closed out — a net gain of 7 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $20.4M. The largest seller was Legacy CG, exiting entirely with an estimated $6.28M sold.

  • 68 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2025, up from 61 in Q2 2025.
  • Funds reported $334M of Principal Active High Yield ETF stock for Q3 2025, up 28% quarter-over-quarter.
  • 11 funds opened new Principal Active High Yield ETF positions in Q3 2025 and 4 closed out, a net change of +7 holders.
  • The largest Principal Active High Yield ETF buyer in Q3 2025 was Ameriprise, an estimated $20.4M added.
  • The largest Principal Active High Yield ETF seller in Q3 2025 was Legacy CG, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2025.