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Principal Active High Yield ETF
YLD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.59M
2
Truist Financial
Truist Financial
North Carolina
+$2.5M
3
SPG
Strategic Planning Group
Utah
+$2.26M
4
PS
Principal Securities
Iowa
+$1.75M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.33M

Top Sellers

1
Jane Street
Jane Street
New York
-$922K
2
FFN
Focus Financial Network
Minnesota
-$516K
3
BCI
Brinker Capital Investments
Pennsylvania
-$90.5K
4
OPS
Orion Portfolio Solutions
Nebraska
-$90.5K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$82.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$43.7M +$491K +25,643 +1%
CWP
2
Cyndeo Wealth Partners
Florida
$15.6M +$80.8K +4,218 +0.5%
NAS
3
Nicolet Advisory Services
Wisconsin
$14.6M +$298K +15,659 +2%
AIP
4
Ameritas Investment Partners
Nebraska
$10M +$833K +43,473 +9%
SL
5
Systelligence LLC
Minnesota
$9.4M -$9.98K -521 -0.1%
SPG
6
Strategic Planning Group
Utah
$8.8M +$2.26M +118,064 +35%
PS
7
Principal Securities
Iowa
$6.26M +$1.75M +91,519 +39%
CPCP
8
Cedar Point Capital Partners
Iowa
$4.89M +$107K +5,572 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.38M +$508K +26,531 +18%
FWM
10
Fortress Wealth Management
California
$2.75M +$242K +12,637 +10%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$2.63M +$2.59M +135,415 +7,690%
Truist Financial
12
Truist Financial
North Carolina
$2.5M +$2.5M +130,303 New
AA
13
AJ Advisors
Tennessee
$1.94M -$82.2K -4,288 -4%
LPL Financial
14
LPL Financial
California
$1.51M +$762K +39,749 +101%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.49M +$1.33M +69,357 +801%
Jane Street
16
Jane Street
New York
$803K -$922K -48,136 -53%
AAS
17
Ameritas Advisory Services
Nebraska
$720K +$236K +12,375 +49%
KPWS
18
Kestra Private Wealth Services
Texas
$698K +$49.9K +2,604 +8%
BCI
19
Brinker Capital Investments
Pennsylvania
$542K -$90.5K -4,721 -14%
OPS
20
Orion Portfolio Solutions
Nebraska
$542K -$90.5K -4,721 -14%
HPC
21
Hobart Private Capital
North Carolina
$437K +$437K +22,817 New
OPAM
22
Ocean Park Asset Management
California
$421K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$419K -$82.6K -4,312 -16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$395K +$76.7K +4,000 +24%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$271K +$15K +784 +6%
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