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Principal Active High Yield ETF

71 hedge funds and large institutions have $380M invested in Principal Active High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $334M → $380M (+$46M)

4% more funds holding

Funds holding: 6871 (+3)

0.29% less ownership

Funds ownership: 82.94%82.65% (-0.29%)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
22
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
$56.8M +$2.34M +122,597 +4%
PS
2
Principal Securities
Iowa
$54.6M +$14.5M +759,231 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.9M +$13.3M +695,608 +43%
Ameriprise
4
Ameriprise
Minnesota
$28.2M +$8.14M +425,685 +40%
LPL Financial
5
LPL Financial
California
$25.9M -$6.46M -337,800 -20%
CWP
6
Cyndeo Wealth Partners
Florida
$18.5M +$736K +38,514 +4%
AIP
7
Ameritas Investment Partners
Nebraska
$16.7M +$1.04M +54,542 +7%
Wells Fargo
8
Wells Fargo
California
$15.2M +$2.84M +148,418 +23%
BWG
9
Balanced Wealth Group
Ohio
$13.8M +$13.6M +712,304 New
Raymond James Financial
10
Raymond James Financial
Florida
$13.5M -$697K -36,469 -5%
NAS
11
Nicolet Advisory Services
Wisconsin
$8.27M -$2.03M -106,235 -20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.12M +$731K +38,204 +10%
IWC
13
Integrated Wealth Concepts
Massachusetts
$7.98M +$466K +24,389 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.11M -$1.94M -101,233 -21%
Stifel Financial
15
Stifel Financial
Missouri
$5.8M +$4.15M +217,252 +247%
BWP
16
BlueStem Wealth Partners
Minnesota
$5.33M +$238K +12,428 +5%
US Bancorp
17
US Bancorp
Minnesota
$4.91M -$350K -18,320 -7%
ML
18
McAdam LLC
Pennsylvania
$3.74M +$485K +25,351 +15%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$3.7M -$329K -17,200 -8%
MWM
20
Manske Wealth Management
Texas
$3.39M -$382 -20 -0%
CPCP
21
Cedar Point Capital Partners
Iowa
$3.06M +$84.6K +4,423 +3%
Jane Street
22
Jane Street
New York
$2.99M +$3.01M +157,285 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.62M +$760K +39,753 +40%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.16M +$646K +33,779 +42%
EWM
25
Elevatus Welath Management
New York
$2.03M +$1.84M +96,436 +911%