Principal Active High Yield ETF
YLD
19 hedge funds and large institutions have $12.6M invested in Principal Active High Yield ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.
1.76% less ownership
Funds ownership: 13.14% → 11.38% (-1.8%)
14% less funds holding
Funds holding: 22 → 19 (-3)
29% less capital invested
Capital invested by funds: $17.7M → $12.6M (-$5.13M)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.98M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$148K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$72.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$4.59M |
| 2 |
Jane Street
New York
|
-$1.88M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$327K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 5 |
PA
PSI Advisors
Tampa,
Florida
|
-$185K |
YLD Hedge Fund Activity: Q3 2020 in Review
19 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q3 2020, worth a combined $12.6M — down 29% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of YLD and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.
The largest buyer was Citadel Advisors, adding an estimated $1.98M. The largest seller was AssetMark Inc, exiting entirely with an estimated $4.59M sold.
- 19 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2020, down from 22 in Q2 2020.
- Funds reported $12.6M of Principal Active High Yield ETF stock for Q3 2020, down 29% quarter-over-quarter.
- 1 fund opened new Principal Active High Yield ETF positions in Q3 2020 and 4 closed out, a net change of -3 holders.
- The largest Principal Active High Yield ETF buyer in Q3 2020 was Citadel Advisors, an estimated $1.98M added.
- The largest Principal Active High Yield ETF seller in Q3 2020 was AssetMark Inc, an estimated $4.59M sold.
Based on aggregated 13F filings for Q3 2020.