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Principal Active High Yield ETF

35 hedge funds and large institutions have $121M invested in Principal Active High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+12
Holders Change %
+52.17%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
6
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$42.5M +$1.08M +57,452 +3%
CWP
2
Cyndeo Wealth Partners
Florida
$15.3M +$172K +9,113 +1%
NAS
3
Nicolet Advisory Services
Wisconsin
$14.1M +$14.1M +751,304 New
SL
4
Systelligence LLC
Minnesota
$9.26M -$839K -44,496 -8%
AIP
5
Ameritas Investment Partners
Nebraska
$9.07M +$380K +20,128 +4%
SPG
6
Strategic Planning Group
Utah
$6.43M +$6.43M +341,073 New
CPCP
7
Cedar Point Capital Partners
Iowa
$4.71M +$4.71M +249,749 New
PS
8
Principal Securities
Iowa
$4.44M +$4.44M +235,322 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.82M +$1.92M +101,660 +212%
FWM
10
Fortress Wealth Management
California
$2.47M +$2.47M +130,766 New
AA
11
AJ Advisors
Tennessee
$1.99M +$1.99M +105,456 New
Jane Street
12
Jane Street
New York
$1.7M -$2.22M -117,795 -57%
LPL Financial
13
LPL Financial
California
$740K -$38.6K -2,044 -5%
KPWS
14
Kestra Private Wealth Services
Texas
$638K +$638K +33,830 New
BCI
15
Brinker Capital Investments
Pennsylvania
$626K -$9.85K -520 -2%
OPS
16
Orion Portfolio Solutions
Nebraska
$626K -$9.85K -520 -2%
FFN
17
Focus Financial Network
Minnesota
$516K +$516K +27,203 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$494K -$43.1K -2,286 -8%
AAS
19
Ameritas Advisory Services
Nebraska
$480K +$480K +25,376 New
OPAM
20
Ocean Park Asset Management
California
$415K +$415K +21,978 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$313K -$762K -40,394 -71%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$252K -$23.1K -1,227 -8%
GS
23
GTS Securities
New York
$241K -$223K -11,850 -48%
PA
24
PSI Advisors
Florida
$198K -$321 -17 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$177K -$35K -1,852 -17%