Principal Active High Yield ETF
YLD
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
69% more capital invested
Capital invested by funds: $50.5M → $85.1M (+$34.6M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
22% more funds holding
Funds holding: 18 → 22 (+4)
19.38% more ownership
Funds ownership: 61.31% → 80.69% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$14.2M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$7.47M |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$7.18M |
| 4 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$6.02M |
| 5 |
AWM
Activest Wealth Management
Aventure,
Florida
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.66M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$199K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$164K |
| 4 |
AA
AJ Advisors
Nashville,
Tennessee
|
-$77K |
| 5 |
PA
PSI Advisors
Tampa,
Florida
|
-$42.5K |
YLD Hedge Fund Activity: Q2 2023 in Review
22 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2023, worth a combined $85.1M — up 69% from $50.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new YLD positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Cyndeo Wealth Partners, opening a new position worth an estimated $14.2M. The largest seller was Jane Street, cutting an estimated $2.66M.
- 22 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $85.1M of Principal Active High Yield ETF stock for Q2 2023, up 69% quarter-over-quarter.
- 6 funds opened new Principal Active High Yield ETF positions in Q2 2023 and 2 closed out, a net change of +4 holders.
- The largest Principal Active High Yield ETF buyer in Q2 2023 was Cyndeo Wealth Partners, an estimated $14.2M added.
- The largest Principal Active High Yield ETF seller in Q2 2023 was Jane Street, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2023.