Principal Active High Yield ETF
YLD
8 hedge funds and large institutions have $284M invested in Principal Active High Yield ETF in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
2,042% more capital invested
Capital invested by funds: $13.3M → $284M (+$271M)
1,666.39% more ownership
Funds ownership: 108.35% → 1,774.73% (+1,666%)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$245M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$21.1M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.93M |
| 4 |
Jane Street
New York
|
+$949K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$4.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EAM
1
Edge Asset Management
Seattle,
Washington
| $248M | +$245M | +12,794,200 | New |
|
|
2
Principal Financial Group
Des Moines,
Iowa
| $29.1M | +$21.1M | +1,099,998 | +275% |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.07M | +$9.27K | +484 | +0.5% |
|
|
VKH
4
Virtu KCG Holdings
New York
| $1.95M | +$1.93M | +100,502 | New |
|
|
5
Citigroup
New York
| $1.17M | -$4.91M | -256,018 | -81% |
|
|
6
Jane Street
New York
| $962K | +$949K | +49,520 | New |
|
7
LPL Financial
San Diego,
California
| $369K | +$21.9K | +1,142 | +6% |
|
|
PAG
8
Private Advisor Group
Morristown,
New Jersey
| $235K | +$231K | +12,040 | New |
|
YLD Hedge Fund Activity: Q2 2016 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2016, worth a combined $284M — up 2,042% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new YLD positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Edge Asset Management, opening a new position worth an estimated $245M. The largest seller was Citigroup, cutting an estimated $4.91M.
- 8 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2016, up from 4 in Q1 2016.
- Funds reported $284M of Principal Active High Yield ETF stock for Q2 2016, up 2,042% quarter-over-quarter.
- 4 funds opened new Principal Active High Yield ETF positions in Q2 2016 and 0 closed out, a net change of +4 holders.
- The largest Principal Active High Yield ETF buyer in Q2 2016 was Edge Asset Management, an estimated $245M added.
- The largest Principal Active High Yield ETF seller in Q2 2016 was Citigroup, an estimated $4.91M sold.
Based on aggregated 13F filings for Q2 2016.