Principal Active High Yield ETF
YLD
39 hedge funds and large institutions have $169M invested in Principal Active High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
25% more capital invested
Capital invested by funds: $136M → $169M (+$33.5M)
5% more funds holding
Funds holding: 37 → 39 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.34% less ownership
Funds ownership: 79.68% → 79.34% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$10.8M |
| 2 |
JP Morgan Chase
New York
|
+$7.66M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
+$4.88M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.46M |
| 5 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.58M |
| 2 |
Jane Street
New York
|
-$803K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$665K |
| 4 |
GS
GTS Securities
New York
|
-$216K |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$87.7K |
YLD Hedge Fund Activity: Q2 2024 in Review
39 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2024, worth a combined $169M — up 25% from $136M 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 10 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $10.8M. The largest seller was Truist Financial, cutting an estimated $1.58M.
- 39 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2024, up from 37 in Q1 2024.
- Funds reported $169M of Principal Active High Yield ETF stock for Q2 2024, up 25% quarter-over-quarter.
- 6 funds opened new Principal Active High Yield ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
- The largest Principal Active High Yield ETF buyer in Q2 2024 was Redhawk Wealth Advisors, an estimated $10.8M added.
- The largest Principal Active High Yield ETF seller in Q2 2024 was Truist Financial, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2024.