Principal Active High Yield ETF
YLD
18 hedge funds and large institutions have $49.8M invested in Principal Active High Yield ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
26.78% more ownership
Funds ownership: 34.53% → 61.31% (+27%)
20% more funds holding
Funds holding: 15 → 18 (+3)
23% less capital invested
Capital invested by funds: $65M → $49.8M (-$15.2M)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AJ Advisors
Nashville,
Tennessee
|
+$2.38M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$643K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$341K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$163K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$40.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.5M |
| 2 |
Jane Street
New York
|
-$3.35M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$373K |
| 4 |
LPL Financial
San Diego,
California
|
-$225K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$147K |
YLD Hedge Fund Activity: Q1 2023 in Review
18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2023, worth a combined $49.8M — down 23% from $65M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLD positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 8 trimmed.
The largest buyer was AJ Advisors, opening a new position worth an estimated $2.38M. The largest seller was Principal Financial Group, cutting an estimated $15.5M.
- 18 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2023, up from 15 in Q4 2022.
- Funds reported $49.8M of Principal Active High Yield ETF stock for Q1 2023, down 23% quarter-over-quarter.
- 5 funds opened new Principal Active High Yield ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest Principal Active High Yield ETF buyer in Q1 2023 was AJ Advisors, an estimated $2.38M added.
- The largest Principal Active High Yield ETF seller in Q1 2023 was Principal Financial Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2023.