Principal Active High Yield ETF
YLD
53 hedge funds and large institutions have $217M invested in Principal Active High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 5 closing their positions.
328% more capital inflows, than outflows
Capital inflows: $41.3M | Capital outflows: $9.6M
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 50 → 53 (+3)
0.21% less ownership
Funds ownership: 81.59% → 81.38% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.68M |
| 2 |
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$3.69M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.59M |
| 5 |
Principal Securities
Des Moines,
Iowa
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.3M |
| 2 |
AJ Advisors
Nashville,
Tennessee
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.08M |
| 4 |
JP Morgan Chase
New York
|
-$510K |
| 5 |
Fortress Wealth Management
Culver City,
California
|
-$314K |
YLD Hedge Fund Activity: Q4 2024 in Review
53 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q4 2024, worth a combined $217M — up 14% from $190M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new YLD positions and 5 closed out — a net gain of 4 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.68M. The largest seller was Goldman Sachs, exiting entirely with an estimated $5.3M sold.
- 53 institutional investors held Principal Active High Yield ETF (YLD) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $217M of Principal Active High Yield ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 9 funds opened new Principal Active High Yield ETF positions in Q4 2024 and 5 closed out, a net change of +4 holders.
- The largest Principal Active High Yield ETF buyer in Q4 2024 was LPL Financial, an estimated $4.68M added.
- The largest Principal Active High Yield ETF seller in Q4 2024 was Goldman Sachs, an estimated $5.3M sold.
Based on aggregated 13F filings for Q4 2024.