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Principal Active High Yield ETF
YLD

Overview Fund Activity

22 hedge funds and large institutions have $85.1M invested in Principal Active High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWP
Cyndeo Wealth Partners
Florida
$14.3M
2
SL
Systelligence LLC
Minnesota
$7.51M
3
AIP
Ameritas Investment Partners
Nebraska
$7.21M
4
MWM
Moran Wealth Management
Florida
$6.05M
5
AWM
Activest Wealth Management
Florida
$1.12M

Top Sellers

1
Jane Street
Jane Street
New York
$370K
2
DC
Davenport & Co
Virginia
$0
3
BAM
Belpointe Asset Management
Nevada
$0
4
AA
AJ Advisors
Tennessee
$2.33M
5
PA
PSI Advisors
Florida
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$40.3M +$367 +20 +0%
CWP
2
Cyndeo Wealth Partners
Florida
$14.3M +$14.3M +779,847 New
SL
3
Systelligence LLC
Minnesota
$7.51M +$7.51M +409,044 New
AIP
4
Ameritas Investment Partners
Nebraska
$7.21M +$7.21M +392,866 New
MWM
5
Moran Wealth Management
Florida
$6.05M +$6.05M +329,424 New
AA
6
AJ Advisors
Tennessee
$2.33M -$77.3K -4,214 -3%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.27M +$625K +34,030 +96%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.27M +$625K +34,030 +96%
AWM
9
Activest Wealth Management
Florida
$1.12M +$1.12M +62,662 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$833K +$141K +7,663 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$744K +$5.45K +297 +0.7%
LPL Financial
12
LPL Financial
California
$584K +$62.4K +3,399 +12%
Jane Street
13
Jane Street
New York
$370K -$2.67M -145,637 -88%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$349K +$4.59K +250 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$334K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$216K -$23.8K -1,296 -10%
PA
17
PSI Advisors
Florida
$216K -$42.7K -2,324 -17%
Osaic Holdings
18
Osaic Holdings
Arizona
$101K +$39.5K +2,152 +65%
UBS Group
19
UBS Group
Switzerland
$7.21K -$33.2K -1,809 -82%
HI
20
Harbour Investments
Wisconsin
$4.59K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$73 – – –
Wells Fargo
22
Wells Fargo
California
$16 +$16 +1 New
DC
23
Davenport & Co
Virginia
– -$199K -10,880 Closed
BAM
24
Belpointe Asset Management
Nevada
– -$164K -8,947 Closed