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Principal Active High Yield ETF
YLD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.57%
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
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
$10.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.3M
3
LC
Legacy CG
Texas
$4.9M
4
LPL Financial
LPL Financial
California
$5.98M
5
SPG
Strategic Planning Group
Utah
$12.7M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$897K
2
Jane Street
Jane Street
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$819K
4
GS
GTS Securities
New York
$0
5
SL
Systelligence LLC
Minnesota
$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$44.1M +$688K +36,124 +2%
CWP
2
Cyndeo Wealth Partners
Florida
$16M +$445K +23,384 +3%
NAS
3
Nicolet Advisory Services
Wisconsin
$14.9M +$363K +19,080 +2%
SPG
4
Strategic Planning Group
Utah
$12.7M +$3.92M +205,668 +45%
RWA
5
Redhawk Wealth Advisors
Minnesota
$10.8M +$10.8M +568,528 New
AIP
6
Ameritas Investment Partners
Nebraska
$10.8M +$793K +41,644 +8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$10.3M +$7.69M +403,717 +294%
SL
8
Systelligence LLC
Minnesota
$9.26M -$88K -4,621 -0.9%
PS
9
Principal Securities
Iowa
$7.36M +$1.13M +59,471 +18%
LPL Financial
10
LPL Financial
California
$5.98M +$4.47M +234,713 +297%
CPCP
11
Cedar Point Capital Partners
Iowa
$5M +$136K +7,141 +3%
LC
12
Legacy CG
Texas
$4.9M +$4.9M +257,082 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.83M +$472K +24,775 +14%
FWM
14
Fortress Wealth Management
California
$2.72M -$15.5K -815 -0.6%
AA
15
AJ Advisors
Tennessee
$1.88M -$50.7K -2,659 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11M +$957K +50,255 +622%
Truist Financial
17
Truist Financial
North Carolina
$897K -$1.58M -83,198 -64%
Osaic Holdings
18
Osaic Holdings
Arizona
$819K -$668K -35,053 -45%
AAS
19
Ameritas Advisory Services
Nebraska
$733K +$13.8K +726 +2%
KPWS
20
Kestra Private Wealth Services
Texas
$700K +$6.27K +329 +0.9%
HPC
21
Hobart Private Capital
North Carolina
$586K +$151K +7,939 +35%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$562K +$562K +29,523 New
BCI
23
Brinker Capital Investments
Pennsylvania
$478K -$61.3K -3,219 -11%
OPS
24
Orion Portfolio Solutions
Nebraska
$478K -$61.3K -3,219 -11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$449K +$31.8K +1,668 +8%
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