Principal Active High Yield ETF
YLD
7 hedge funds and large institutions have $276M invested in Principal Active High Yield ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
2% more capital invested
Capital invested by funds: $270M → $276M (+$5.47M)
0% less ownership
Funds ownership: 191.01% → 191.01% (-0%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$270M |
| 2 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$15.1K |
| 3 |
LPL Financial
San Diego,
California
|
+$8.47K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 2 |
Citigroup
New York
|
-$70.2K |
| 3 |
Jane Street
New York
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $273M | +$270M | +13,094,200 | New |
|
|
2
Citigroup
New York
| $1.39M | -$70.2K | -3,400 | -5% |
|
|
3
Jane Street
New York
| $751K | -$42K | -2,032 | -5% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $410K | +$8.26K | +400 | +2% |
|
|
5
LPL Financial
San Diego,
California
| $405K | +$8.47K | +410 | +2% |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $15.2K | +$15.1K | +730 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$2.08M | -100,888 | -100% |
|
YLD Hedge Fund Activity: Q2 2017 in Review
7 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2017, worth a combined $276M — up 2% from $270M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new YLD positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $270M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.
- 7 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2017, up from 6 in Q1 2017.
- Funds reported $276M of Principal Active High Yield ETF stock for Q2 2017, up 2% quarter-over-quarter.
- 2 funds opened new Principal Active High Yield ETF positions in Q2 2017 and 0 closed out, a net change of +2 holders.
- The largest Principal Active High Yield ETF buyer in Q2 2017 was Principal Financial Group, an estimated $270M added.
- The largest Principal Active High Yield ETF seller in Q2 2017 was Royal Bank of Canada, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2017.