Principal Active High Yield ETF
YLD
37 hedge funds and large institutions have $136M invested in Principal Active High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $121M → $136M (+$14.9M)
6% more funds holding
Funds holding: 35 → 37 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.99% less ownership
Funds ownership: 81.67% → 79.68% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.57M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.47M |
| 3 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$2.24M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.73M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$912K |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$516K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$89.5K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$89.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$81.7K |
YLD Hedge Fund Activity: Q1 2024 in Review
37 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2024, worth a combined $136M — up 12% from $121M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new YLD positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.57M. The largest seller was Jane Street, cutting an estimated $912K.
- 37 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $136M of Principal Active High Yield ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 6 funds opened new Principal Active High Yield ETF positions in Q1 2024 and 4 closed out, a net change of +2 holders.
- The largest Principal Active High Yield ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $2.57M added.
- The largest Principal Active High Yield ETF seller in Q1 2024 was Jane Street, an estimated $912K sold.
Based on aggregated 13F filings for Q1 2024.