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Principal Active High Yield ETF

61 hedge funds and large institutions have $261M invested in Principal Active High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

7% more funds holding

Funds holding: 5761 (+4)

5% more ownership

Funds ownership: 78.24%83.24% (+5%)

7% less capital invested

Capital invested by funds: $281M → $261M (-$19.7M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
35
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$53.2M +$2.93M +154,983 +6%
PS
2
Principal Securities
Iowa
$27.9M +$11.2M +592,842 +70%
LPL Financial
3
LPL Financial
California
$27.4M +$388K +20,543 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.7M +$7.89M +417,594 +70%
CWP
5
Cyndeo Wealth Partners
Florida
$18.2M +$157K +8,289 +0.9%
AIP
6
Ameritas Investment Partners
Nebraska
$15M +$695K +36,748 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$11.5M +$218K +11,559 +2%
NAS
8
Nicolet Advisory Services
Wisconsin
$9.94M +$119K +6,274 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.49M -$3.44M -181,854 -29%
LC
10
Legacy CG
Texas
$6.28M -$11.9K -630 -0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.58M +$900K +47,596 +20%
IWC
12
Integrated Wealth Concepts
Massachusetts
$5.35M +$261K +13,820 +5%
US Bancorp
13
US Bancorp
Minnesota
$5.26M +$3.09M +163,383 +151%
Wells Fargo
14
Wells Fargo
California
$4.72M +$19.7K +1,044 +0.4%
BWP
15
BlueStem Wealth Partners
Minnesota
$4.45M +$381K +20,161 +10%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$3.9M +$1.51M +79,853 +66%
MWM
17
Manske Wealth Management
Texas
$3.31M -$20.6K -1,092 -0.6%
CPCP
18
Cedar Point Capital Partners
Iowa
$3M -$791K -41,846 -21%
ML
19
McAdam LLC
Pennsylvania
$2.83M +$344K +18,206 +14%
NA
20
NewEdge Advisors
Louisiana
$2.22M +$691K +36,561 +47%
AA
21
AJ Advisors
Tennessee
$1.84M +$1.79M +94,855 New
Stifel Financial
22
Stifel Financial
Missouri
$1.81M +$857K +45,341 +94%
Mariner
23
Mariner
Kansas
$1.75M +$1.27M +67,154 +287%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.61M -$177K -9,351 -10%
Goldman Sachs
25
Goldman Sachs
New York
$1.47M +$1.43M +75,864 New

YLD Hedge Fund Activity: Q2 2025 in Review

61 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q2 2025, worth a combined $261M — down 7% from $281M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YLD positions and 8 closed out — a net gain of 4 holders — while 35 added to existing stakes and 9 trimmed.

The largest buyer was Principal Securities, adding an estimated $11.2M. The largest seller was Empowered Funds, exiting entirely with an estimated $7.64M sold.

  • 61 institutional investors held Principal Active High Yield ETF (YLD) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $261M of Principal Active High Yield ETF stock for Q2 2025, down 7% quarter-over-quarter.
  • 12 funds opened new Principal Active High Yield ETF positions in Q2 2025 and 8 closed out, a net change of +4 holders.
  • The largest Principal Active High Yield ETF buyer in Q2 2025 was Principal Securities, an estimated $11.2M added.
  • The largest Principal Active High Yield ETF seller in Q2 2025 was Empowered Funds, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2025.