Principal Active High Yield ETF
YLD
22 hedge funds and large institutions have $17.8M invested in Principal Active High Yield ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
36% more capital invested
Capital invested by funds: $13M → $17.8M (+$4.74M)
29% more funds holding
Funds holding: 17 → 22 (+5)
1.34% more ownership
Funds ownership: 4.78% → 6.12% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Next Financial Group
Houston,
Texas
|
+$716K |
| 2 |
AssetMark Inc
Concord,
California
|
+$449K |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$302K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$277K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$684K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$381K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$38.4K |
| 4 |
LPL Financial
San Diego,
California
|
-$22.1K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$7.24K |
YLD Hedge Fund Activity: Q4 2019 in Review
22 of the 5,093 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q4 2019, worth a combined $17.8M — up 36% from $13M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new YLD positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Next Financial Group, opening a new position worth an estimated $716K. The largest seller was Jane Street, cutting an estimated $684K.
- 22 institutional investors held Principal Active High Yield ETF (YLD) as of Q4 2019, up from 17 in Q3 2019.
- Funds reported $17.8M of Principal Active High Yield ETF stock for Q4 2019, up 36% quarter-over-quarter.
- 6 funds opened new Principal Active High Yield ETF positions in Q4 2019 and 1 closed out, a net change of +5 holders.
- The largest Principal Active High Yield ETF buyer in Q4 2019 was Next Financial Group, an estimated $716K added.
- The largest Principal Active High Yield ETF seller in Q4 2019 was Jane Street, an estimated $684K sold.
Based on aggregated 13F filings for Q4 2019.