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Principal Active High Yield ETF
YLD

Overview Fund Activity

50 hedge funds and large institutions have $190M invested in Principal Active High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Principal Securities
Iowa
$14.3M
2
SPG
Strategic Planning Group
Utah
$19.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.1M
4
Goldman Sachs
Goldman Sachs
New York
$5.3M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.73M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
$0
2
NAS
Nicolet Advisory Services
Wisconsin
$10.4M
3
FWM
Fortress Wealth Management
California
$810K
4
CPCP
Cedar Point Capital Partners
Iowa
$3.75M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$45.7M +$535K +27,369 +1%
SPG
2
Strategic Planning Group
Utah
$19.5M +$6.52M +334,008 +50%
CWP
3
Cyndeo Wealth Partners
Florida
$16.9M +$489K +25,060 +3%
PS
4
Principal Securities
Iowa
$14.3M +$6.75M +345,511 +89%
AIP
5
Ameritas Investment Partners
Nebraska
$12M +$920K +47,103 +8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.9M +$1.34M +68,685 +13%
NAS
7
Nicolet Advisory Services
Wisconsin
$10.4M -$4.91M -252,007 -32%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M +$6.17M +316,018 +157%
SL
9
Systelligence LLC
Minnesota
$9.4M -$91.3K -4,673 -1%
LPL Financial
10
LPL Financial
California
$7.62M +$1.49M +76,524 +24%
Goldman Sachs
11
Goldman Sachs
New York
$5.3M +$5.3M +271,526 New
LC
12
Legacy CG
Texas
$4.99M -$26.9K -1,376 -0.5%
CPCP
13
Cedar Point Capital Partners
Iowa
$3.75M -$1.38M -70,654 -27%
AA
14
AJ Advisors
Tennessee
$1.87M -$58.6K -3,001 -3%
KOMWMG
15
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.73M +$1.73M +88,506 New
Jane Street
16
Jane Street
New York
$1.58M +$1.58M +81,073 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.36M +$784K +40,134 +136%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.36M +$518K +26,519 +62%
ML
19
McAdam LLC
Pennsylvania
$1.22M +$1.22M +62,644 New
FWM
20
Fortress Wealth Management
California
$810K -$1.98M -101,135 -71%
HPC
21
Hobart Private Capital
North Carolina
$785K +$185K +9,456 +31%
AAS
22
Ameritas Advisory Services
Nebraska
$754K +$2.95K +151 +0.4%
KPWS
23
Kestra Private Wealth Services
Texas
$731K +$12.6K +646 +2%
BCI
24
Brinker Capital Investments
Pennsylvania
$714K +$224K +11,478 +46%
OPS
25
Orion Portfolio Solutions
Nebraska
$714K +$224K +11,478 +46%
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