Principal Active High Yield ETF
YLD
57 hedge funds and large institutions have $281M invested in Principal Active High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 8 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
29% more capital invested
Capital invested by funds: $217M → $281M (+$63.6M)
8% more funds holding
Funds holding: 53 → 57 (+4)
3.14% less ownership
Funds ownership: 81.38% → 78.24% (-3.1%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.7M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$7.79M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.06M |
| 4 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$4.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$20.2M |
| 2 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$5.34M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.18M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$811K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$695K |
YLD Hedge Fund Activity: Q1 2025 in Review
57 of the 7,468 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q1 2025, worth a combined $281M — up 29% from $217M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new YLD positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.7M. The largest seller was Strategic Planning Group, exiting entirely with an estimated $20.2M sold.
- 57 institutional investors held Principal Active High Yield ETF (YLD) as of Q1 2025, up from 53 in Q4 2024.
- Funds reported $281M of Principal Active High Yield ETF stock for Q1 2025, up 29% quarter-over-quarter.
- 13 funds opened new Principal Active High Yield ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
- The largest Principal Active High Yield ETF buyer in Q1 2025 was LPL Financial, an estimated $14.7M added.
- The largest Principal Active High Yield ETF seller in Q1 2025 was Strategic Planning Group, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2025.