Principal Active High Yield ETF
YLD
7 hedge funds and large institutions have $266M invested in Principal Active High Yield ETF in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $284M → $266M (-$18.7M)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.8K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$29.1M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.95M |
| 3 |
Jane Street
New York
|
-$603K |
| 4 |
Citigroup
New York
|
-$601K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.4K |
YLD Hedge Fund Activity: Q3 2016 in Review
7 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q3 2016, worth a combined $266M — down 6.6% from $284M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of YLD and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Edge Asset Management, adding an estimated $2M. The largest seller was Principal Financial Group, exiting entirely with an estimated $29.1M sold.
- 7 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2016, down from 8 in Q2 2016.
- Funds reported $266M of Principal Active High Yield ETF stock for Q3 2016, down 6.6% quarter-over-quarter.
- 1 fund opened new Principal Active High Yield ETF positions in Q3 2016 and 2 closed out, a net change of -1 holder.
- The largest Principal Active High Yield ETF buyer in Q3 2016 was Edge Asset Management, an estimated $2M added.
- The largest Principal Active High Yield ETF seller in Q3 2016 was Principal Financial Group, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2016.