Principal Active High Yield ETF
YLD
23 hedge funds and large institutions have $82.7M invested in Principal Active High Yield ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
3% less capital invested
Capital invested by funds: $85.1M → $82.7M (-$2.38M)
3.66% less ownership
Funds ownership: 80.69% → 77.03% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.43M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$2.31M |
| 3 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$1.24M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.06M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$6.05M |
| 2 |
AA
AJ Advisors
Nashville,
Tennessee
|
-$2.33M |
| 3 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$1.12M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$655K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$655K |
YLD Hedge Fund Activity: Q3 2023 in Review
23 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q3 2023, worth a combined $82.7M — down 2.8% from $85.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YLD positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $3.43M. The largest seller was Moran Wealth Management, exiting entirely with an estimated $6.05M sold.
- 23 institutional investors held Principal Active High Yield ETF (YLD) as of Q3 2023, up from 22 in Q2 2023.
- Funds reported $82.7M of Principal Active High Yield ETF stock for Q3 2023, down 2.8% quarter-over-quarter.
- 5 funds opened new Principal Active High Yield ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest Principal Active High Yield ETF buyer in Q3 2023 was Jane Street, an estimated $3.43M added.
- The largest Principal Active High Yield ETF seller in Q3 2023 was Moran Wealth Management, an estimated $6.05M sold.
Based on aggregated 13F filings for Q3 2023.