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Principal Active High Yield ETF

16 hedge funds and large institutions have $173M invested in Principal Active High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.27% less ownership

Funds ownership: 84.42%79.15% (-5.3%)

6% less funds holding

Funds holding: 1716 (-1)

11% less capital invested

Capital invested by funds: $195M → $173M (-$21.8M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$691K +$7.84K +415 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$651K -$334K -17,682 -33%
LPL Financial
4
LPL Financial
California
$604K -$52.9K -2,798 -8%
BCI
5
Brinker Capital Investments
Pennsylvania
$600K +$639K +33,824 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$578K +$54.1K +2,865 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$455K -$110K -5,826 -19%
PA
8
PSI Advisors
Florida
$322K -$52K -2,750 -13%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$317K +$337K +17,863 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$312K +$10.5K +555 +3%
DC
11
Davenport & Co
Virginia
$200K -$153K -8,112 -42%
FTUS
12
Flow Traders U.S.
New York
$185K -$18.6K -987 -9%
HI
13
Harbour Investments
Wisconsin
$33K +$34.9K +1,850 New
Morgan Stanley
14
Morgan Stanley
New York
$13K
PWM
15
Prentice Wealth Management
New York
$12K +$13.2K +700 New
UBS Group
16
UBS Group
Switzerland
$6K -$19.3K -1,019 -75%
Jane Street
17
Jane Street
New York
-$400K -20,060 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-$326K -16,341 Closed
Bank of America
19
Bank of America
North Carolina
-$13K -640 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-$2K -113 Closed
AF
21
Advisornet Financial
Minnesota
-$1K -28 Closed

YLD Hedge Fund Activity: Q2 2022 in Review

16 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2022, worth a combined $173M — down 11% from $195M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of YLD and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $639K. The largest seller was Jane Street, exiting entirely with an estimated $400K sold.

  • 16 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2022, down from 17 in Q1 2022.
  • Funds reported $173M of Principal Active High Yield ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 4 funds opened new Principal Active High Yield ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest Principal Active High Yield ETF buyer in Q2 2022 was Brinker Capital Investments, an estimated $639K added.
  • The largest Principal Active High Yield ETF seller in Q2 2022 was Jane Street, an estimated $400K sold.

Based on aggregated 13F filings for Q2 2022.