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Principal Active High Yield ETF

22 hedge funds and large institutions have $17.7M invested in Principal Active High Yield ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $16.1M → $17.7M (+$1.6M)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.23% less ownership

Funds ownership: 13.37%13.14% (-0.23%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$4.59M -$116K -6,580 -3%
Jane Street
2
Jane Street
New York
$4.43M +$592K +33,670 +16%
Citadel Advisors
3
Citadel Advisors
Florida
$1.41M -$38.5K -2,188 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.09M +$519K +29,558 +96%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$948K -$139K -7,924 -13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$838K -$366K -20,818 -31%
LPL Financial
7
LPL Financial
California
$778K -$252K -14,348 -25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$771K +$8.65K +492 +1%
PA
9
PSI Advisors
Florida
$764K -$25K -1,424 -3%
NFG
10
Next Financial Group
Texas
$688K +$149K +8,488 +29%
AF
11
Advisornet Financial
Minnesota
$641K -$46.5K -2,644 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$334K +$10.8K +614 +3%
UBS Group
13
UBS Group
Switzerland
$186K +$125K +7,112 +224%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$102K -$16.4K -936 -14%
Morgan Stanley
15
Morgan Stanley
New York
$45K +$43.9K +2,500 New
PAG
16
Private Advisor Group
New Jersey
$38K +$37.3K +2,120 New
Osaic Holdings
17
Osaic Holdings
Arizona
$24K
CAN
18
Cetera Advisor Networks
California
$19K +$18.8K +1,068 New
GRP
19
Global Retirement Partners
California
$15K
WEC
20
Winslow Evans & Crocker
Massachusetts
$13K -$35 -2 -0.3%
Bank of America
21
Bank of America
North Carolina
$12K
FHA
22
Flagship Harbor Advisors
Massachusetts
$10K
HH
23
Hilltop Holdings
Texas
-$620K -38,390 Closed
GSWM
24
Golden State Wealth Management
California
-$127K -7,890 Closed

YLD Hedge Fund Activity: Q2 2020 in Review

22 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2020, worth a combined $17.7M — up 9.9% from $16.1M a quarter earlier.

Fund positioning in YLD was balanced in Q2 2020: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $592K. The largest seller was Hilltop Holdings, exiting entirely with an estimated $620K sold.

  • 22 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $17.7M of Principal Active High Yield ETF stock for Q2 2020, up 9.9% quarter-over-quarter.
  • 3 funds opened new Principal Active High Yield ETF positions in Q2 2020 and 3 closed out, a net change of 0 holders.
  • The largest Principal Active High Yield ETF buyer in Q2 2020 was Jane Street, an estimated $592K added.
  • The largest Principal Active High Yield ETF seller in Q2 2020 was Hilltop Holdings, an estimated $620K sold.

Based on aggregated 13F filings for Q2 2020.