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Principal Active High Yield ETF
YLD

Overview Fund Activity

51 hedge funds and large institutions have $213M invested in Principal Active High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
29
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.62M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
+$3.64M
3
Principal Financial Group
Principal Financial Group
Iowa
+$3.59M
4
Wells Fargo
Wells Fargo
California
+$3.54M
5
PS
Principal Securities
Iowa
+$2.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$5.3M
2
AA
AJ Advisors
Tennessee
-$1.87M
3
Jane Street
Jane Street
New York
-$1.07M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$503K
5
FWM
Fortress Wealth Management
California
-$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$48.5M +$3.59M +187,036 +8%
SPG
2
Strategic Planning Group
Utah
$20.2M +$1M +52,354 +5%
CWP
3
Cyndeo Wealth Partners
Florida
$16.9M +$308K +16,051 +2%
PS
4
Principal Securities
Iowa
$16.3M +$2.25M +117,399 +16%
AIP
5
Ameritas Investment Partners
Nebraska
$12.4M +$637K +33,211 +5%
LPL Financial
6
LPL Financial
California
$12.1M +$4.62M +240,837 +62%
Raymond James Financial
7
Raymond James Financial
Florida
$11.9M +$11.9M +622,344 New
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$11.2M -$503K -26,228 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.5M +$546K +28,455 +6%
NAS
10
Nicolet Advisory Services
Wisconsin
$10.4M +$167K +8,668 +2%
SL
11
Systelligence LLC
Minnesota
$9.18M -$44.2K -2,306 -0.5%
KOMWMG
12
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.34M +$3.64M +190,007 +215%
LC
13
Legacy CG
Texas
$4.89M -$14.9K -778 -0.3%
CPCP
14
Cedar Point Capital Partners
Iowa
$3.76M +$83.8K +4,368 +2%
Wells Fargo
15
Wells Fargo
California
$3.54M +$3.54M +184,737 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.28M +$1.91M +99,513 +520%
ML
17
McAdam LLC
Pennsylvania
$1.89M +$686K +35,787 +57%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.57M +$241K +12,579 +18%
HPC
19
Hobart Private Capital
North Carolina
$1.3M +$524K +27,339 +68%
AAS
20
Ameritas Advisory Services
Nebraska
$1.06M +$314K +16,386 +42%
KPWS
21
Kestra Private Wealth Services
Texas
$730K +$12.8K +669 +2%
Stifel Financial
22
Stifel Financial
Missouri
$707K +$171K +8,932 +32%
BCI
23
Brinker Capital Investments
Pennsylvania
$695K -$6.21K -324 -0.9%
OPS
24
Orion Portfolio Solutions
Nebraska
$695K -$6.21K -324 -0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$537K +$244K +12,734 +83%
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