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Principal Active High Yield ETF
YLD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AJ Advisors
Tennessee
+$2.4M
2
OPS
Orion Portfolio Solutions
Nebraska
+$647K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$343K
4
BAM
Belpointe Asset Management
Nevada
+$164K
5
UBS Group
UBS Group
Switzerland
+$40.3K

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$15.6M
2
Jane Street
Jane Street
New York
-$3.37M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$373K
4
LPL Financial
LPL Financial
California
-$226K
5
Osaic Holdings
Osaic Holdings
Arizona
-$147K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$40.2M -$15.6M -849,974 -28%
Jane Street
2
Jane Street
New York
$3.04M -$3.37M -184,165 -53%
AA
3
AJ Advisors
Tennessee
$2.4M +$2.4M +130,900 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$691K +$21.3K +1,166 +3%
BCI
5
Brinker Capital Investments
Pennsylvania
$647K -$41.5K -2,269 -6%
OPS
6
Orion Portfolio Solutions
Nebraska
$647K +$647K +35,336 New
LPL Financial
7
LPL Financial
California
$520K -$226K -12,334 -30%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$343K +$343K +18,744 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$333K – – –
PA
10
PSI Advisors
Florida
$258K -$42.7K -2,331 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$239K +$18.3K +1,000 +8%
DC
12
Davenport & Co
Virginia
$199K – – –
BAM
13
Belpointe Asset Management
Nevada
$164K +$164K +8,947 New
Osaic Holdings
14
Osaic Holdings
Arizona
$61K -$147K -8,047 -71%
UBS Group
15
UBS Group
Switzerland
$40.3K +$40.3K +2,202 New
HI
16
Harbour Investments
Wisconsin
$4.58K -$29.3K -1,600 -86%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$736 -$3 -162 -0.4%
Wells Fargo
18
Wells Fargo
California
$18 – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
– -$373K -20,888 Closed
BWL
20
Bogart Wealth LLC
Virginia
– -$7.14K -400 Closed