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Principal Active High Yield ETF
YLD

Overview Fund Activity

56 hedge funds and large institutions have $277M invested in Principal Active High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
29
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.5M
2
EF
Empowered Funds
Pennsylvania
+$7.64M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5M
4
BWP
BlueStem Wealth Partners
Minnesota
+$3.99M
5
Principal Financial Group
Principal Financial Group
Iowa
+$2.8M

Top Sellers

1
SPG
Strategic Planning Group
Utah
-$20.2M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.34M
3
SL
Systelligence LLC
Minnesota
-$4.12M
4
Raymond James Financial
Raymond James Financial
Florida
-$801K
5
OPS
Orion Portfolio Solutions
Nebraska
-$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$93.5M +$2.8M +77,974 +3%
LPL Financial
2
LPL Financial
California
$26.5M +$14.5M +760,505 +121%
CWP
3
Cyndeo Wealth Partners
Florida
$17.7M +$935K +49,077 +6%
PS
4
Principal Securities
Iowa
$16.3M +$11.5K +600 +0.1%
AIP
5
Ameritas Investment Partners
Nebraska
$14M +$1.74M +91,187 +14%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$11.8M +$701K +36,802 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.4M +$1.02M +53,551 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$11.1M -$801K -42,042 -7%
NAS
9
Nicolet Advisory Services
Wisconsin
$9.44M -$554K -30,083 -6%
EF
10
Empowered Funds
Pennsylvania
$7.64M +$7.64M +403,415 New
LC
11
Legacy CG
Texas
$6.19M +$1.33M +69,836 +27%
IWC
12
Integrated Wealth Concepts
Massachusetts
$5M +$5M +262,430 New
SL
13
Systelligence LLC
Minnesota
$5M -$4.12M -216,526 -45%
Wells Fargo
14
Wells Fargo
California
$4.63M +$1.11M +58,100 +31%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.59M +$2.33M +122,046 +103%
BWP
16
BlueStem Wealth Partners
Minnesota
$3.99M +$3.99M +209,376 New
CPCP
17
Cedar Point Capital Partners
Iowa
$3.75M +$12.4K +649 +0.3%
ML
18
McAdam LLC
Pennsylvania
$2.44M +$562K +29,479 +30%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$2.31M +$2.31M +121,497 New
Jane Street
20
Jane Street
New York
$2.29M +$1.81M +94,819 +374%
US Bancorp
21
US Bancorp
Minnesota
$2.06M +$2.06M +107,924 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.76M +$199K +10,468 +13%
NA
23
NewEdge Advisors
Louisiana
$1.48M +$1.48M +77,899 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.22M +$1.22M +64,126 New
AAS
25
Ameritas Advisory Services
Nebraska
$1.14M +$87.3K +4,573 +8%
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