Principal Active High Yield ETF
YLD
7 hedge funds and large institutions have $278M invested in Principal Active High Yield ETF in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
1% more capital invested
Capital invested by funds: $276M → $278M (+$1.88M)
0% more funds holding
Funds holding: 7 → 7 (0)
1.37% less ownership
Funds ownership: 191.01% → 189.64% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.9K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$25.4K |
| 3 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$42 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$58.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $275M | – | – | – |
|
|
2
Citigroup
New York
| $1.34M | -$58.4K | -2,800 | -4% |
|
3
Jane Street
New York
| $756K | – | – | – |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $438K | +$25.4K | +1,220 | +6% |
|
|
5
LPL Financial
San Diego,
California
| $433K | +$25.9K | +1,240 | +6% |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $15.3K | +$42 | +2 | +0.3% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
YLD Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $278M — up 0.68% from $276M a quarter earlier.
Fund positioning in YLD was balanced in Q3 2017: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.9K. The largest seller was Citigroup, cutting an estimated $58.4K.
- 7 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $278M of Principal Active High Yield ETF stock for Q3 2017, up 0.68% quarter-over-quarter.
- 0 funds opened new Principal Active High Yield ETF positions in Q3 2017 and 0 closed out.
- The largest Principal Active High Yield ETF buyer in Q3 2017 was LPL Financial, an estimated $25.9K added.
- The largest Principal Active High Yield ETF seller in Q3 2017 was Citigroup, an estimated $58.4K sold.
Based on aggregated 13F filings for Q3 2017.