Principal Active High Yield ETF
YLD
14 hedge funds and large institutions have $10.9M invested in Principal Active High Yield ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
19% more capital invested
Capital invested by funds: $9.2M → $10.9M (+$1.72M)
4.01% more ownership
Funds ownership: 6.02% → 10.03% (+4%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.32M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$364K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$309K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$296K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$1.66M |
| 2 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$10K |
| 3 |
TA
TCG Advisors
Austin,
Texas
|
-$7.96K |
| 4 |
LPL Financial
San Diego,
California
|
-$7.16K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.98K |
YLD Hedge Fund Activity: Q2 2019 in Review
14 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2019, worth a combined $10.9M — up 19% from $9.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new YLD positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.32M. The largest seller was AssetMark Inc, cutting an estimated $1.66M.
- 14 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2019, up from 11 in Q1 2019.
- Funds reported $10.9M of Principal Active High Yield ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 4 funds opened new Principal Active High Yield ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest Principal Active High Yield ETF buyer in Q2 2019 was Citadel Advisors, an estimated $2.32M added.
- The largest Principal Active High Yield ETF seller in Q2 2019 was AssetMark Inc, an estimated $1.66M sold.
Based on aggregated 13F filings for Q2 2019.