Principal Active High Yield ETF
YLD
72 hedge funds and large institutions have $386M invested in Principal Active High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
15% more capital invested
Capital invested by funds: $334M → $386M (+$51.6M)
6% more funds holding
Funds holding: 68 → 72 (+4)
0.93% more ownership
Funds ownership: 82.94% → 83.87% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$14.5M |
| 2 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
+$13.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.14M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.46M |
| 2 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$2.47M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.47M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$2.26M |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$2.03M |
YLD Hedge Fund Activity: Q4 2025 in Review
72 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Principal Active High Yield ETF (YLD) for Q4 2025, worth a combined $386M — up 15% from $334M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new YLD positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Principal Securities, adding an estimated $14.5M. The largest seller was LPL Financial, cutting an estimated $6.46M.
- 72 institutional investors held Principal Active High Yield ETF (YLD) as of Q4 2025, up from 68 in Q3 2025.
- Funds reported $386M of Principal Active High Yield ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 13 funds opened new Principal Active High Yield ETF positions in Q4 2025 and 8 closed out, a net change of +5 holders.
- The largest Principal Active High Yield ETF buyer in Q4 2025 was Principal Securities, an estimated $14.5M added.
- The largest Principal Active High Yield ETF seller in Q4 2025 was LPL Financial, an estimated $6.46M sold.
Based on aggregated 13F filings for Q4 2025.