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Principal Active High Yield ETF

6 hedge funds and large institutions have $270M invested in Principal Active High Yield ETF in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $265M → $270M (+$5.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.38% less ownership

Funds ownership: 192.4%191.01% (-1.4%)

14% less funds holding

Funds holding: 76 (-1)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
Increased
1
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change

YLD Hedge Fund Activity: Q1 2017 in Review

6 of the 3,991 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2017, worth a combined $270M — up 2.2% from $265M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of YLD and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.

The largest buyer was Private Advisor Group, adding an estimated $188K. The largest seller was LPL Financial, cutting an estimated $82.1K.

  • 6 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2017, down from 7 in Q4 2016.
  • Funds reported $270M of Principal Active High Yield ETF stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 0 funds opened new Principal Active High Yield ETF positions in Q1 2017 and 1 closed out, a net change of -1 holder.
  • The largest Principal Active High Yield ETF buyer in Q1 2017 was Private Advisor Group, an estimated $188K added.
  • The largest Principal Active High Yield ETF seller in Q1 2017 was LPL Financial, an estimated $82.1K sold.

Based on aggregated 13F filings for Q1 2017.