Principal Active High Yield ETF
YLD
7 hedge funds and large institutions have $265M invested in Principal Active High Yield ETF in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% less capital invested
Capital invested by funds: $266M → $265M (-$1.02M)
1,393.21% less ownership
Funds ownership: 1,585.6% → 192.4% (-1,393%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$802K |
| 2 |
Jane Street
New York
|
+$400K |
| 3 |
LPL Financial
San Diego,
California
|
+$81.6K |
| 4 |
Morgan Stanley
New York
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$80.1K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$26.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EAM
1
Edge Asset Management
Seattle,
Washington
| $260M | – | – | – |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.06M | -$80.1K | -3,996 | -4% |
|
|
3
Citigroup
New York
| $1.41M | +$802K | +40,018 | +133% |
|
|
4
Jane Street
New York
| $792K | +$400K | +19,942 | +103% |
|
|
5
LPL Financial
San Diego,
California
| $466K | +$81.6K | +4,072 | +22% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $209K | -$26.1K | -1,300 | -11% |
|
|
7
Morgan Stanley
New York
| $26K | +$26.1K | +1,300 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$13K | -640 | Closed |
|
YLD Hedge Fund Activity: Q4 2016 in Review
7 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q4 2016, worth a combined $265M — down 0.38% from $266M a quarter earlier.
Fund positioning in YLD was balanced in Q4 2016: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Citigroup, adding an estimated $802K. The largest seller was Royal Bank of Canada, cutting an estimated $80.1K.
- 7 institutional investors held Principal Active High Yield ETF (YLD) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $265M of Principal Active High Yield ETF stock for Q4 2016, down 0.38% quarter-over-quarter.
- 1 fund opened new Principal Active High Yield ETF positions in Q4 2016 and 1 closed out, a net change of 0 holders.
- The largest Principal Active High Yield ETF buyer in Q4 2016 was Citigroup, an estimated $802K added.
- The largest Principal Active High Yield ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $80.1K sold.
Based on aggregated 13F filings for Q4 2016.