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Principal Active High Yield ETF

20 hedge funds and large institutions have $8.27M invested in Principal Active High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

1.07% less ownership

Funds ownership: 8.17%7.09% (-1.1%)

14% less capital invested

Capital invested by funds: $9.63M → $8.27M (-$1.36M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$2.78M -$1.34M -64,884 -33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$847K -$34.1K -1,648 -4%
LPL Financial
3
LPL Financial
California
$846K +$181K +8,746 +28%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$715K -$25K -1,206 -3%
FFN
5
Focus Financial Network
Minnesota
$589K
PA
6
PSI Advisors
Florida
$503K -$23K -1,110 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$498K +$36.2K +1,748 +8%
AF
8
Advisornet Financial
Minnesota
$393K +$68.1K +3,290 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$356K +$19.9K +960 +6%
Jane Street
10
Jane Street
New York
$252K +$249K +12,056 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$219K -$55.6K -2,686 -20%
PWM
12
Prentice Wealth Management
New York
$66K -$147K -7,122 -69%
NFG
13
Next Financial Group
Texas
$62K +$331 +16 +0.5%
JP Morgan Chase
14
JP Morgan Chase
New York
$45K +$44.9K +2,170 New
HI
15
Harbour Investments
Wisconsin
$41K -$7.04K -340 -15%
Osaic Holdings
16
Osaic Holdings
Arizona
$25K -$82K -3,964 -77%
UBS Group
17
UBS Group
Switzerland
$19K +$14.2K +684 +332%
Bank of America
18
Bank of America
North Carolina
$13K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$466K -22,856 Closed
WAP
20
Wealthcare Advisory Partners
Pennsylvania
-$1K -46 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$41 +2 New

YLD Hedge Fund Activity: Q2 2021 in Review

20 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2021, worth a combined $8.27M — down 14% from $9.63M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new YLD positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $249K. The largest seller was Citadel Advisors, cutting an estimated $1.34M.

  • 20 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2021, up from 19 in Q1 2021.
  • Funds reported $8.27M of Principal Active High Yield ETF stock for Q2 2021, down 14% quarter-over-quarter.
  • 3 funds opened new Principal Active High Yield ETF positions in Q2 2021 and 2 closed out, a net change of +1 holder.
  • The largest Principal Active High Yield ETF buyer in Q2 2021 was Jane Street, an estimated $249K added.
  • The largest Principal Active High Yield ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2021.